Origami does not disclose Non-Public Personal Information to third parties other than as described below.
Origami collects Non-Public Personal Information (such as name, address, social security number, assets and income) from its discussions with Investors, from documents delivered to Origami by such persons, and in the course of providing advisory services. Origami may use this information to provide advisory services or otherwise in furtherance of Origami’s business. In order to effect investments, Origami may provide Non-Public Personal Information to its affiliates and to firms that assist Origami in servicing Advisory Clients and have a need for such information. Origami may also provide such information to service providers which could include financial institutions with which Origami has joint marketing arrangements, if any. Origami uses reasonable best efforts to require that any person or institution to which it discloses Non-Public Personal information will protect the confidentiality of that information and use the information only for the purposes for which Origami discloses the information to them. Origami does not otherwise provide Non-Public Personal Information to outside firms, organizations or individuals except to its Administrators, attorneys, accountants, compliance consultants and auditors and as permitted by law.
Origami restricts access to Non-Public Personal Information to Employees who need to know such information. Origami maintains physical, electronic and procedural safeguards that comply with federal standards to guard Non-Public Personal Information.