Our Commitment to Privacy
How and Why AEW Collects Client Information From Our Clients:
In the ordinary course of business, we may collect and use Client Information with respect to our advisory relationship(s) involving our clients. These business purposes may include offering products or services or evaluating a request for products or services, administering such products or services, and processing transactions on behalf of clients. We treat Client Information in a confidential manner. AEW does not sell Client Information to any third party service providers.
We collect client information from the following sources:
• Client Intake Process - Information we receive from clients (or third parties authorized by the client to provide information) in investment management agreements, subscription agreements or other forms, which may include the client’s name and address, social security or tax identification number, total assets and other information.
• Client History - Information about client transactions with AEW including transactional activity and balances in accounts with us.
How We Use Client Information:
AEW employees are required to protect the confidentiality of Client Information. We maintain physical, electronic and procedural safeguards, as appropriate, to protect Client Information.
As stated above, AEW does not sell Client Information to any third parties. Consistent with the foregoing, AEW may disclose Client Information when we believe it necessary for the conduct of our business, when directed by the client to do so or where disclosure is required by law. For example, Client Information may be disclosed to others to enable them to provide business services for us such as, performing general administrative activities for us and assisting us in processing a transaction on behalf of a client. Client Information may also be disclosed for audit or research purposes. AEW requires that third parties who have access to Client Information treat that information as confidential and not use it for any other purpose than to carry out the services they are performing for AEW.
Keeping Clients Informed: