Privacy Policy

This privacy policy outlines certain of our policies designed to maintain the privacy of your nonpublic personal information.

Nonpublic personal information includes much of the information you provide to us or information we manage on behalf of our clients. Examples of nonpublic personal information include the information you provide on new account applications for investment products or services, your share balance or transactional history, and the fact that you are a customer of one or more of our clients.

We may be provided with nonpublic personal information about you from the following sources:

  • information you provide on applications or other forms
  • information about your transactions provided to us by our clients, affiliates, or others

We do not disclose any personal information about our customers, clients or any person who's data is managed on a Vestmark system except as required by law.

We restrict access to nonpublic personal information about you to personnel who are necessary or appropriate to provide products or services to our clients and you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

Our privacy policy applies to individuals who have both direct and indirect relationships with us. If you receive Vestmark services in the name of a third-party service provider, investment manager, broker/dealer, bank, investment adviser or other financial service provider, that third-party's privacy policies may apply to you and our privacy policy may not.

If you have any questions with respect to Vestmark's privacy policy, please call (781) 224-3640 any business day between 9:00 AM and 5:00 PM EST.