Privacy Policy

MuniCrest is committed to maintaining the confidentiality, integrity, and security of all its current, prospective, and former clients' information. MuniCrest recognizes the importance of responsible use of information collected on this Site and will not communicate any personal information to third parties without your consent. We may, however, where applicable, provide your personal and account information to your brokerage or financial advisory firm and/or to your financial adviser or consultant. We do reserve the right to disclose or report personal information to non-affiliated third parties in limited circumstances where we believe in good faith that disclosure is required under law, to cooperate with regulators or law enforcement authorities. 

We may share client information with our affiliates in connection with servicing your account or to provide you with information about products and services that may be of interest to you. The information we share may include, for example, your participation in our mutual funds or other investment programs, your ownership of certain types of accounts, or other data about your accounts. Our affiliates, in turn, are not permitted to share your information with non-affiliated entities, except as required or permitted by law.

We take seriously the obligation to safeguard your personal information. We have implemented procedures designed to restrict access to your non-public personal information to our personnel who need to know that information to provide products or services to you.