What are your email practices?

We send the following types of emails to our investors:

  • communication about periodic account servicing, if you gave us your email address (for example, on the new account application or during a phone call with Shareholder Services)

  • ongoing alerts if you signed up for e-delivery of fund reports, quarterly statements, or transaction confirmations

  • one-time messages with specific information following a phone call we had with you or your adviser

We never send email:

  • requesting personal information
  • notifying you of system upgrades or problems with your accounts