Privacy Policy

Part of what you expect from Chartwell/CCS Transactions, LLC is information about business transition alternatives, strategic advice or assistance with a private placement. But the information you provide to us is equally important. Our understanding of each individual client is the foundation for the services we provide. The information you furnish to us helps us to better serve your investment and planning needs.

 
This notice, in summary form, is intended to tell you where we obtain information about you and who has access to it once we receive it.
 
How we collect information. Most of the information we collect about you comes directly from you, from agreements or forms that you complete in order to receive our services. We respect the premium you place on keeping your personal finances a private matter. That is why we do not sell information about our clients to anyone. We do not share any nonpublic personal information about our current or former customers with anyone, except as authorized by the customer or as permitted by law or regulation.
 
Confidentiality, security, and integrity. We consider all information we have about you to be confidential, including the fact that you are a client of Chartwell/CCS Transactions, LLC. We restrict access to information about you to those employees who need to know that information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with applicable regulatory standards to maintain the confidentiality of your information.
 
You may have more questions about how we respect your financial privacy. Please feel free to contact Wil Becker at 612-230-3100 who will be more than happy to assist you.