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We are very serious about privacy

Our Commitment to Privacy

Zenithfinancials trading company is committed to maintaining the confidentiality, integrity, and security of personal information about our current and prospective customers.

Please note that certain details of this policy may depend on whether you deal with us through an investment professional, directly as an individual investor, or whether Zenithfinancials provides services to your employer or plan sponsor.

The privacy policies of Zenithfinancials trading company is reviewed annually. Our printed and online notices are then updated to reflect any changes.

How and why we obtain personal information

Zenithfinancials takes great care to protect personal information about you and when we use it, we do so with respect for your privacy. We may use personal information about you to service, maintain, and protect your account; process transactions in your account; respond to inquiries from you or your representative; develop, offer, and deliver products and services; or to fulfill legal and regulatory requirements. Zenithfinancials may collect public and non-public personal information about you from any of the following sources:

  1. You or your representative on applications or forms (for example, name, address, Social Security number, birth date, assets and income)
  2. You or your employer or plan sponsor if Zenithfinancials provides them with recordkeeping services (for example, payroll, human resources, or benefits information)
  3. Transactional activity in your account (for example, trading history and balances)
  4. Other interactions with Zenithfinancials (for example, discussions with our customer service staff or information you enter into our websites)
  5. Information from consumer reporting agencies (for example, to assess your creditworthiness for margin products)
  6. Information from other third-party data services (for example, to verify your identity and to better understand your product and service needs)
  7. You or your representative regarding your preferences (for example, your choice of electronic statement delivery, or the screen layout you specify if you use our Internet sites)
  8. sources with your consent or with the consent of your representative (for example, from other institutions if you transfer positions into Zenithfinancials)

How we protect information about you

Zenithfinancials considers the protection of personal information to be a foundation of customer trust and a sound business practice. We employ physical, electronic and procedural controls and we regularly adapt these controls to respond to changing requirements and advances in technology.

At Zenithfinancials, we restrict access to personal information to those who require it to develop, support, offer and deliver products and services to you.

How we share information about you with third parties

Zenithfinancials does not share personal information about our customers with unaffiliated third parties for use in marketing their products and services. We may share personal information with the following entities:

  1. Unaffiliated service providers (for example, printing and mailing companies, securities clearinghouses, marketing service providers, and other entities who may provide services at Zenithfinancials's direction)
  2. Government agencies, other regulatory bodies and law enforcement officials (for example, for tax purposes or for reporting suspicious transactions)
  3. Other organizations, with your consent or as directed by your representative (for example, if you use Zenithfinancials as a financial reference in applying for credit with another institution), or as permitted or required by law (for example, for fraud prevention or to respond to a subpoena)

Our service providers are obligated to keep the personal information we share with them confidential and use it only to provide services specified by Zenithfinancials.

Based on the nature of your relationship with Zenithfinancials, we may exchange information with other third parties as described below:

  1. If Zenithfinancials provides workplace services to your employer or plan sponsor, such as payroll, human resources or benefits recordkeeping services, Zenithfinancials may exchange any information received in connection with such services with your employer or plan sponsor or others they may authorize.
  2. If you conduct business with Zenithfinancials through your investment professional, we may exchange information we collect with your investment professional or with others they may authorize.
  3. If you transact business through Zenithfinancials life insurance companies, we may validate and obtain information about you from an insurance support organization. The insurance support organization may further share your information with other insurers, as permitted by law. We may also share medical information about you to learn if you qualify for coverage, to process claims, to prevent fraud, or otherwise at your direction, as permitted by law.

How we share information about you within Zenithfinancials

We may share personal information about you with various Zenithfinancials corporate affiliates including internal service providers which perform, for example, printing, mailing, and data processing services.

Additionally, if you interact with Zenithfinancials directly as an individual investor (including joint account holders) or if Zenithfinancials provides services to your employer or plan sponsor, we may exchange certain information about you with Zenithfinancials financial services affiliates, such as our brokerage and insurance companies, for their use in marketing products and services as allowed by law.

Information collected from investment professionals' customers is not shared with Zenithfinancials affiliates for marketing purposes, except with your consent and as allowed by law.

Privacy Online

Privacy, security, and service in Zenithfinancials's online operations are just as critical as in the rest of our business. We use firewall barriers, encryption techniques and authentication procedures, among others, to maintain the security of your online session and to protect Zenithfinancials accounts and systems from unauthorized access.

When you interact with us through online channels (for example, websites and mobile applications) owned and controlled by Zenithfinancials trading company ("Zenithfinancials websites"), Zenithfinancials manages personal information in accordance with all of the practices and safeguards described previously.

When you visit Zenithfinancials websites, we may collect technical and navigational information, such as device type, browser type, Internet protocol address, pages visited, and average time spent on Zenithfinancials websites. We use this information for a variety of purposes, such as maintaining the security of your online session, facilitating site navigation, improving Zenithfinancials website design and functionality, and personalizing your experience on Zenithfinancials websites. Additionally, the following policies and practices apply when you are online.

Cookies and similar technologies

Zenithfinancials and our third-party service providers may use cookies and similar technologies to support the operation of Zenithfinancials websites. Cookies are small amounts of data that a website exchanges with a web browser or application on a visitor's computer or mobile device. Cookies help us to collect information about visitors to Zenithfinancials websites, including date and time of visits, pages viewed, amount of time spent on our sites, or general information about the device used to access the site. Zenithfinancials cookies are also used for security purposes and to personalize your experience, such as customizing your screen layout.

You can refuse or delete cookies. Most browsers and mobile devices offer their own settings to manage cookies. If you refuse a cookie when on a Zenithfinancials website, or if you delete cookies, you may experience some inconvenience in your use of Zenithfinancials websites. For example, you may not be able to sign in and access your account, or we may not be able to recognize you, your device, or your online preferences.

Additional information

If you are a former customer, these policies also apply to you; we treat your information with the same care as we do information about current customers.

Zenithfinancials offers several options for accessing and, if necessary, correcting your account information. You can review your information using your statements, or through our automated telephone or Internet services. You may also write or call us with your request for information.Specific Internet addresses, mailing addresses and telephone numbers are listed on your statements and other correspondence.

Zenithfinancials funds Privacy Policy

Protecting your personal information is an important priority for the Zenithfinancials . The Funds' privacy policy is designed to support this objective. The Funds collect non-public personal information concerning you in the following ways:

  1. Information provided by you or your representative on applications or other forms furnished to the Funds or through other interactions that you or your representative have with the Funds
  2. Information arising from your investments in or accounts with the Funds
  3. Information the Funds receive from a consumer reporting agency

The Funds employ physical, electronic, and procedural controls to safeguard your information. For example, the Funds authorize access to your personal and account information only for personnel who need that information in order to provide products or services to you.

The Funds do not disclose any non-public personal information about you, except as permitted by law. For example, the Funds have entered into a number of arrangements with Zenithfinancials trading company to provide for investment management, distribution and servicing of the Funds.

If you decide to close your account, the Funds will continue to adhere to the privacy policies and practices as described in this notice.

Please read the Zenithfinancials Privacy Policy of which you are a customer.

The Zenithfinancials Funds Privacy Policy is provided on behalf of the Zenithfinancials trading company family of mutual funds.