Notice of Privacy Policies and Practices
We1 consider shareholder relationships to be the hallmark of our business and are dedicated to protecting the confidentiality of any non-public personal information provided by our customers2. We understand the trust that our customers place in us and are committed to earning that trust well into the future.
Types of Information Gathered
We may collect personal information on applications, forms, documents, transaction histories or correspondence (electronic, written or telephonic) with customers. Through our websites we may gather information about visitors and their needs submitted through information entered onto forms. This information includes but is not limited to name, postal address and e-mail address.
How We Use the Information
We use the information gathered to put you in contact with the appropriate distribution office or sales person who can provide you with additional information about products and services. We do not disclose any non-public information about current or former customers to any unaffiliated third party except as required by law, or at the specific request of the customer. The information we collect, as described above, may also be shared with our corporate affiliates in the financial services industry in order to enhance and improve customer communications, services, and products designed to meet our customers’ needs.
Policies and Practices to Protect Confidential Information
Only those employees who have a business need for personal data about individual customers are given access to that information. We maintain physical, electronic and procedural safeguards that comply with the appropriate local laws to protect your non-public personal information.