Privacy Policy

Corporate Assistance LLC is committed to protecting your privacy. To provide the corporate governance services you request, direct and expect from us, we must collect personal information about you and detailed information about your enrolled business entities. We do not sell your information to third parties. We share your information with third parties only as necessary to provide you the products or services you request and to administer your business with us. This notice describes our current privacy practices. You do not need to take any action because of this notice.


We collect information about you to help us identify you as our customer or our former customer; to process your requests and transactions; to offer corporate governance services to you; or to tell you about our products or services we believe you may want and use. The type of information we collect depends on the products or services you request and may include the following:

Information about you: You give us personal profile information, such as your name, address, other contact information, and your financial and business history.

Information about your business entities: We keep information about your enrolled business entities, such as corporate documents; meeting records, minutes, and resolutions; contractual agreements; asset lists, and directions we receive from you.

Information about assets you own: We maintain information you provide us on the nature and disposition of assets you own. This could include assets owned personally, assets owned via business entities, or assets held in trusts. This could also include information about regulated assets such as securities and insurance.


We use your information within our company to deliver the services you request of us. In some situations, it may be necessary for us to share some of your information with certain specifically identified 3rd party service providers to fulfill your requests. They use this information only with your consent to provide the services in question. Our service providers may include licensed representatives such as attorneys, CPAs, and financial service providers (for example, third party administrators; broker-dealers; registered representatives, insurance agents and brokers).

Our service providers may also include non-financial companies and individuals (for example, consultants and specialty subject matter experts). Information obtained from reports or documents prepared by a service provider may be kept by the service provider and shared with other persons; however, we require our service providers to protect your personal information and to use or disclose it only for the work they are performing for us, or as permitted by law. We do not sell or share your information with outside marketers who may want to offer you their own products and services.


Keeping your information safe is one of our most important responsibilities. We maintain state-of-the-art electronic and procedural safeguards to protect your information. Electronic data is housed on dedicated servers and in secure data centers that maintain advanced security compliance standards. For every transaction, we employ reasonable and current Internet security methods and technologies to protect your information.

We password protect, use encryption techniques and install firewalls where appropriate.  Even though we do our best to protect your personal information, no system can be guaranteed. We cannot ensure or warrant the security of any information that you transmit to us.  Once we receive your information, we use our best efforts to ensure its security on our systems.

Our employees are authorized to access your information only when they need it to provide you with products and services or to maintain your accounts. Employees who have access to your personal information are required to keep it strictly confidential. We provide training to our employees about the importance of protecting the privacy of your information.


As a service to our Clients and Visitors, Corporate Assistance provides hyperlinks to valuable resources that are related to the products and services that we provide, such as reference documents published by industry experts, links to relevant laws and regulations and links to secure document repositories. These hyperlinks may take you to another place within a document, to another document altogether, or to a third-party Website not controlled by Corporate Assistance.

Such hyperlinked or third-party Websites may collect and disclose information in a manner that is different from this Website. We can make no promises or guarantees regarding data collection or privacy practices on websites that are not owned or operated by Corporate Assistance. Corporate Assistance LLC is not responsible for the collection, use, or disclosure of information collected through these third-party Websites, and Corporate Assistance expressly disclaims any and all liability related to such collection, use, or disclosure. We encourage you to read the privacy statements carefully when you visit those linked or third-party sites and strongly suggest that you review such third parties’ privacy policies and data collection practices before providing any data to them.


Registration for access to this Website requires you to provide personally identifiable information. It is your responsibility to make sure that this information is accurate and current. If your information changes, you may update your information by contacting your Governance Specialist Monday through Friday from 9:00 a.m. to 5:00 p.m. Mountain Time Zone at 877-800-8345.


You should take the necessary precautions to safeguard your User ID and password to prevent unauthorized access to your information stored on this Website and the applications within this Website. If you feel that your user ID and password have been compromised, contact our staff immediately between the hours of 9:00 a.m. to 5:00 p.m. Mountain Time Zone, Monday through Friday and your password will be reset and emailed to you at the address maintained on record.


After you have finished your session with this Website, log off and close your browser. Any information you entered during your session may be temporarily stored in the memory storage area of your computer until you close the browser. Logging off and closing your browser may clear this temporary storage area from your computer.


We may change this Statement from time to time as the need arises to accurately reflect how we gather, manage and use your personally identifiable information. Modifications to this Privacy Statement will become effective on the day they are posted. We encourage you to frequently review this Privacy Statement for any modifications.