| 1. |
Claremont® Investment Partners, advisors
to the Industry Leaders® Fund, will not
sell your personal information to any
third party under any circumstances. |
| 2. |
Your personal information will not be
disclosed to third parties except for
the following limited uses. Personal information
may be disclosed to certain companies
such as transfer agents and others that
help process and service your transactions
and account(s). These companies are permitted
only to use your information to carry
out the services for which they were hired,
and cannot use or share the information
for any other purpose. The only times
we will release information about you
are when we have been directed by you
to do so; if law requires us to do so;
or there are other legally limited circumstances,
such as fraud protection measures. |
| 3. |
It is necessary for Claremont® Investment
Partners to collect information about
you in order to administer and service
your account(s). This information is provided
when you submit an account application
or request material from this Web site,
and may include your name, address, date
of birth, phone number, Social Security
or taxpayer identification number, or
other information. |
| 4. |
Your personal information remains safe.
Access to information about you is restricted
only to those employees of Claremont® Investment
Partners who need the information to service
your account. We employ stringent physical,
electronic and procedural safeguards to
ensure that your privacy is protected
at all times. |
| 5. |
These privacy policies and practices
will remain in effect even after your
account(s) is closed or otherwise becomes
inactive. |
| 6. |
Know your rights. Claremont® Investment
Partners will notify you of our privacy
policy each year, as federal law requires.
If it should become necessary at some
time in the future to disclose any part
of your personal information in a way
that does not conform with this policy,
you will be given advance notice of the
disclosure and how it may deviate from
the policy, as well as the opportunity
to “opt out” and direct us
to not make the disclosure. |
