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PRIVACY STATEMENT

KANON BLOCH CARRÉ PRIVACY POLICY

In compliance with the Securities and Exchange Commission's
Gramm-Leach-Bliley Act of 1999, ("Regulation S-P")

KBC Holdings LLC's (dba Kanon Bloch Carré) policy is that all client information with regards to personal information, financial transactions, investments or other non-public information of this type is strictly confidential and to be discussed only with authorized KBC employees for the sole purpose of delivering the services contracted for by our clients.

KBC does not disclose any non-public information about our clients or former clients to anyone except as required or permitted by law.

In order to comply with our Privacy Policy and control the adherence to Regulation S-P, as outlined by the SEC and the Gramm-Leach-Bliley Act of 1999, KBC has instituted the master plan document inclusive of the evaluation of certain risk to the organization be they administrative, technical or physical, and in that document outlines the controls instituted with the intent of protecting client privacy on a firm-wide basis. It is our intention to continue to monitor, measure, and identify risks in all areas of our organization. In furtherance of this Privacy Policy, each department will review and update the plan monitoring the effectiveness of this Policy no less than annually.

Client privacy is of the utmost importance to our organization. Any questions concerning disclosures or sharing of information may be addressed to:

Robert C. McCarthy
KBC Holdings LLC

 

Privacy Statement  |  Regulatory Disclosure
Kanon Bloch Carré • 150 Grossman Drive, Suite 309 • Braintree, MA 02184
Phone: 781-849-0034 • Fax: 781-849-3206 • Email: kanon@kanon.com
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