Commitment to Consumer Privacy
We are committed to handling investor information responsibly. We recognize and value your expectation that all personal data will be kept private. It is our belief that one of our fundamental obligations is to treat each shareholder account with the utmost confidentiality and safekeeping even after you have closed your account with the Fund.
Collection of Consumer Information
The Fund collects and retains personal information only when it is allowed by law and when we reasonably believe it would be useful to better serve you.
We collect nonpublic information from:
- Account applications and other forms that you submit to the Fund;
- Correspondence, written or electronic, and/or telephone contacts with us;
- The transaction history of your account(s) with the Fund;
- Information made available from a third party (i.e. IRA transfer applications).
Disclosure of Consumer Information
We do not disclose your information to anyone, except regulatory agencies, companies that are or would be service providers and/or tax authorities as required by law.
Security of Consumer Information