We do not disclose nonpublic personal information about past, current, or prospective clients or investors without their prior authorization to third parties other than as described below.

Personal information we collect: We collect personal information about you in connection with our providing advisory services to you. This information may include other information such as your:

 

• Assets

• Royalty Stubs

• Deeds

• Wire transfer instructions

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How we collect this information: We collect this information from you through various means. For example, when you give us your contact information, sell assets (i.e., oil and gas mineral interests) to us, tell us where to send money, or make a wire transfer. We also may collect your personal information from other sources, such as our affiliates or other non-affiliated companies.

How we use this information: All companies need to share customers’ personal information to run their everyday business and we use the personal information we collect from you for our everyday business purposes. These purposes may include for example:

 

• To provide acquisition services to you

• To buy an asset from you

• To process an asset transaction for you

• To market acquisition to you

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Disclosure to others: We may provide your personal information to our affiliates and to funds that assist us in buying your assets and have a need for such information. We may also disclose such information to service providers and financial institutions with whom we have joint marketing arrangements (i.e., a formal agreement between nonaffiliated financial companies that together market financial products or services to you). We require third-party service providers and financial institutions with which we have joint marketing arrangements to protect the confidentiality of your information and to use the information only for the purposes for which we disclose the information to them. These sharing practices are consistent with Federal privacy and related laws, and in general, you may not limit our use of your personal information for these purposes under such laws. We note that the Federal privacy laws only give you the right to limit the certain types of information sharing that we do not engage in (e.g., sharing with our affiliates certain information relating to your transaction history for their use in marketing to you, or sharing any personal information with nonaffiliates for them to market to you).

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How we protect your personal information: To protect your personal information from unauthorized access and use, we use security measures that comply with Federal law. These measures include computer safeguards and secured files.

 

Whom to contact with questions: If you have any questions regarding this Privacy Notice, please contact us at management@colonialam.com or call us at 432-250-7030.

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Our affiliates are companies related to us by common ownership or control and can include both financial and nonfinancial companies. Non-affiliates are companies not related to us by common ownership or control and can include both financial and nonfinancial companies. ​As used herein, “Fund” refers to any Colonial Asset Management external investment fund in which you are selling an asset to.