In the course of doing business with Schroders, you share nonpublic personal and financial information (“nonpublic personal information”) with us. Schroders respects your right to privacy. We understand that you have entrusted us with this private information and we recognise the importance of protecting unnecessary or unauthorised access to it.
We may collect nonpublic personal information about you when you communicate or transact business with us or with our service providers in writing, electronically or by telephone. For example, we collect nonpublic personal information (such as name, address, account and other investment information) about you from the following sources:
We do not sell or rent your nonpublic personal information to any third parties.
We may disclose your nonpublic personal information to third parties in the following limited circumstances:
We maintain physical, electronic and procedural safeguards that comply with federal standards to protect your nonpublic personal information. Within Schroders, access to such information is limited to those employees who need it to perform their jobs, such as servicing your accounts, resolving problems or informing you of new products or services. Finally, our Code of Ethics, which applies to all employees, restricts the use of customer information and requires that it be held in strict confidence.
We observe these policies with respect to current and former Schroders customers and shareholders.
If you identify any inaccuracy in your personal information or you need to make a change to that information, please contact us in writing so that we may promptly update our records.