Privacy Policy & Client Confidentiality

Client confidentiality is of paramount importance to Banyan Tree Advisors. All client information we collect is solely for understanding client needs and ensuring legal compliance. We do not share clients’ identities or personal information with any third parties for commercial purposes.

However, if required by applicable law or regulations, we may disclose a client’s identity to the issuer of securities held as part of the assets or to the issuer’s agents upon their request, or to any government or regulatory body, without further consent from the client.