Acuma L.L.C. operates a robust Conflicts of Interest Policy ("The Policy") and adds disclosures in accordance with various legal and regulatory requirements. The Policy is subject to change from time to time and may change without notice. Keep checking this website in order to be aware of any changes to The Policy.
The Policy includes the following disclosures:
1. Any personal interest of officers/directors in securities recommended by Acuma.
2. Details regarding any directorships or other material relationships of officers/directors of Acuma with companies and investments Acuma may recommend.
The following policies are strictly prohibited and apply to all Acuma personnel:
1. All personnel are prohibited from handling client monies.
2. Financial advisory staff are prohibited from managing client accounts on a discretionary basis.
Currently and in accordance with The Policy, Acuma has no conflicts to disclose. Speak to your adviser for further information.