Privacy Policy Statement

At Canterbury Consulting, we understand that privacy is an important concern of our customers. The nature of our business requires that we collect nonpublic information about you from the following sources:

We do not disclose any nonpublic personal information about a customer or former customer without the customer's authorization, except as required by law. We restrict access to your personal and account information to those employees who need to know that information to provide products and services to you or employees who assist those who provide products and services. We also may disclose that information to unaffiliated third parties (such as custodians, money managers, and brokers) only as needed for us to provide those products and services that we have agreed to provide to you. We maintain procedural safeguards to protect your nonpublic information. The privacy policies described herein will be adhered to in the event you become an inactive customer or decide to close your account. If, at any time in the future, it is necessary to disclose any of your personal information in a way that differs with this policy, we will give you advance notice of the proposed change so that you will have the opportunity to opt out of such disclosure. Canterbury is committed to protecting the confidentiality of your personal information. Let us know if you have any questions.

Business Continuity Disclosure

At Canterbury, we understand the significance of preparation for the continuation of our business operations and the servicing of our customers in the event of an emergency or other considerable business disruption. An adviser's fiduciary obligation to its clients includes taking steps to protect the client's interests from risks resulting from the adviser's inability to provide advisory services after, for example, a natural disaster. Accordingly, we have designed a business continuity plan (BCP) to address possible disruption scenarios in efforts to minimize any service impact to our clients. The business continuity plan for CCI is designed to address key areas of concern - including but not limited to the following:

Since events creating business disruptions may vary in nature and scope, we have anticipated scenarios in which the following are affected:

Regardless of the scope of potential disruption, CCI intends to continue to provide service to its clients.