Privacy Statement and Other Legal Information
Our Commitment to You
We consider customer privacy to be fundamental to our relationship with you. We are committed to maintaining the confidentiality, integrity, and security of your personal information. It is therefore our policy to respect the privacy of current and former customers and to protect personal information entrusted to us. We have established internal policies to protect your information, while allowing us to serve your needs.
Information We Collect
In the course of providing products and services, we collect non-public personal information about you from the following sources:
- Information we receive from you on account applications or other forms or correspondence, such as your name, address, phone number, social security number and e-mail address.
- Information about your transactions with us, such as your account holdings and transaction history.
Limited Disclosure of Information
We do not disclose non-public personal information to affiliates or non-affiliated third parties, except as allowed by applicable law. We may disclose all of the information we collect, as described above, to companies that perform various services on our behalf, such as transfer agents, custodians, broker-dealers, marketing service firms and service providers that fulfill product information requests. These organizations use the information only for the services required and as allowed by applicable law, and are not permitted to share or use the information for any other purpose. We also may disclose information about you if it is necessary, under anti-money laundering and similar laws, in order to accept subscriptions from you. We will also release information about you if compelled to do so by law, in connection with any government request or investigation, or if you direct us to do so.
Limited Access - Security of Information
Access to your non-public personal information is restricted to trained employees who need to access such information in order to provide you with products and services. We have physical, electronic and procedural safeguards in place that comply with federal regulations to guard and protect your non-public personal information.
Current and Former Customers
The policies and practices above apply to both current and former customers. If you decide to close your account(s), we will continue to adhere to these privacy policies and practices.
Contact Us
For questions concerning this policy, please contact us by writing to: Lee Munder Capital Group, LLC. 200 Clarendon Street, 28th Floor Boston, MA 02116 617.380.5600