Pursuant to Regulation S-P, it is the policy of Critical Math Advisors, LLC ("CMA" ) to keep confidential nonpublic personal information ( "information") pertaining to each current and former client (i.e., information and records pertaining to personal background, investment objectives, financial situation, investment holdings, account numbers, account balances , etc.) unless CMA is
(1) previously authorized by the client to disclose information to individuals and/or entities not affiliated with CMA, including, but not limited to the client's other professional advisors and/or service providers ( i .e., attorney, accountant, insurance agent, broker - dealer, investment adviser, account custodian, etc.);
(2) required to do so by judicial or regulatory process; or
(3) otherwise permitted to do so in accordance with the parameters of Regulation S-P .
The disclosure of information contained in any document completed by the client for processing or transmittal by CMA in order to facilitate the commencement, continuation, or termination of a business relationship between the client and a nonaffiliated third party service provider (i.e., broker - dealer, investment advisor, account custodian, insurance company, etc.), including information contained in any document completed or executed by the client for CMA (i.e., advisory agreement, client information form, etc.) shall be deemed as having been automatically authorized by the client with respect to the corresponding nonaffiliated third party service provider.