Privacy Policy

Privacy Statement & Important Legal Disclosures

In the course of doing business with St. Denis J. Villere & Company, you share personal and financial information with us. We treat the information as confidential and recognize the importance of protecting access to it.

You may provide information when communicating or transacting with us in writing, electronically or by phone. For instance, information may come from applications, requests for forms or literature, and your transactions and account positions with us. On occasions, such information may come from consumer reporting agencies and those providing services to us.

We do not sell information about current or former customers to any third parties, and we do not disclose it to third parties unless necessary to process a transaction, service an account, or as otherwise permitted by law. We may share information within the St. Denis J. Villere & Company family of companies in the course of providing or offering products and services to best meet your investing needs. We may also share that information with companies that perform administrative or marketing services for St. Denis J. Villere & Company. When we enter into such a relationship, our contracts restrict the companies’ use of our customer information, prohibiting them from sharing or using it for any purposes other than those for which they were hired.

We maintain physical, electronic and procedural safeguards to protect our personal information. Within St. Denis J. Villere & Company, access to such information is limited to those who need it to perform their jobs, such as providing advice and servicing your accounts or informing you of new products or services. Finally, our Code of Ethics, which applies to all employees, restricts the use of customer information and requires that it be held in strict confidence.