Information Collection And Use

Prodigy Partners, LLC recognizes how important it is for you to feel confident in the knowledge that your personal financial information is secure. We are committed to protecting and safeguarding the personal and financial information that you have entrusted to us. In the course of doing business with clients, Prodigy Partners, LLC may collect confidential information about clients. “Confidential personal information” is financial and any other information about our clients that is non-public and personally identifiable such as name, address, date of birth, or social security numbers. Such information may also include the amount of your investments, representations about your assets and income you made, representations of sources of your funds, or even the fact that a business may be for sale.

Prodigy Partners, LLC utilizes the varying non-disclosure agreements and confidentiality agreements drafted by attorneys to protect its clients and adhere to this policy, as well as the experience of its members as former practicing attorneys whom have always been charged with protecting confidential information.

What Information Prodigy Partners, LLC Will Disclose And To Whom Prodigy Partners, LLC Will Disclose That Information

Prodigy Partners, LLC may disclose confidential information about clients as may be permitted or required by applicable laws or regulations. Accordingly, it may disclose confidential information about clients:

  • To government entities, in response to subpoenas, information requests, or to comply with applicable laws or regulations;
  • When clients instruct, or consent to, Prodigy Partners, LLC making such disclosure; and
  • To service providers that perform services for Prodigy Partners, LLC, such as our external auditors, outside counsel, accountants, and service providers that process or service Prodigy Partners, LLC transactions (including custodians, broker-dealers, prime brokers, third party administrators and banks).

Information About Former Clients

Even if a client no longer has an account with Prodigy Partners, LLC, we will adhere to the privacy policies and practices described in this notice.

How Prodigy Partners, LLC Safeguards Information

Within Prodigy Partners, LLC, access to confidential information about clients is limited to our employees, and in some cases to third parties (for example, the service providers described above) as may be permitted or required by applicable laws or regulations. Prodigy Partners, LLC and service providers maintain physical, electronic and procedural safeguards to guard clients’ confidential information. If this Confidentiality/Non-Disclosure Policy changes in any material way, you will be notified through appropriate means.