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MARCH 31, 2022, FORM ADV PART 3: CLIENT RELATIONSHIP SUMMARY Introduction MAI Capital Management, LLC (MAI), a Delaware Limited Liability Company, is a registered Investment Adviser with the Securities

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Gather all necessary information regarding the firm's practices and policies

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What is firm disclosure & privacy?

Firm disclosure & privacy is a set of documents that contain information about a company's operations, policies, and data protection practices.

Who is required to file firm disclosure & privacy?

Any company that collects, processes, or stores personal data is required to file firm disclosure & privacy.

How to fill out firm disclosure & privacy?

Firm disclosure & privacy can be filled out by providing detailed information about the company's data handling practices and privacy policies.

What is the purpose of firm disclosure & privacy?

The purpose of firm disclosure & privacy is to inform individuals about how their data is being collected, processed, and protected by a company.

What information must be reported on firm disclosure & privacy?

Information such as the types of data collected, purposes of data processing, data retention policies, and security measures must be reported on firm disclosure & privacy.

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