We are required to communicate the information about you to your portfolio manager(s), and to inform you how often or under what circumstances we provide such updated information. Our firm communicates with your portfolio manager(s) on a regular basis as needed (daily, weekly, monthly, quarterly, and annually) in order to ensure your most current investment goals and objectives are understood, and followed by your portfolio manager(s). In most cases, we will communicate such information as part of our regular investment management duties. In addition, we will communicate personal information to your portfolio manager(s) when you instruct us to do so, market or economic conditions warrant such action, and it is generally prudent to act in this manner.