Commitment to Consumer Privacy
The Blue Fund Group is committed to handling consumer* information responsibly.
We recognize and respect the privacy expectations of consumers and we believe the confidentiality and protection of consumer information is one of our fundamental responsibilities.
Collection and Disclosure of Consumer Information
The Blue Fund Group collects, retains and uses consumer information only where we reasonably believe it would be useful to the consumer and allowed by law. We do not sell personal information about consumers to third parties for their independent use.
Consumer information collected by, or on behalf of The Blue Fund Group generally comes from the following sources:
- Account applications, other required forms, written or electronic correspondence, or telephone contacts with shareholders or consumers inquiring about The Blue Fund Group;
- Transaction history of a shareholder’s account; or
- Third parties.
We may disclose the consumer information we collect to third parties who are not affiliated with The Blue Fund Group:
- as permitted by law - for example with service providers who maintain or service shareholder accounts for The Blue Fund Group or to a shareholder’s broker/dealer;
- to perform marketing services on our behalf or pursuant to a joint marketing agreement with another financial institution.
Security of Consumer Information
We require service providers to The Blue Fund Group:
- to maintain policies and procedures designed to assure only appropriate access to, and use of information about customers of The Blue Fund Group; and
- to maintain physical, electronic and procedural safeguards that comply with federal standards to guard nonpublic personal information of customers of The Blue Fund Group.
*The term “consumer” is limited in Regulation S-P, and is used in this policy to refer only to those who obtain a financial product or service from The Blue Fund Group for personal, family or household purposes. The term “consumer” includes “customers” as defined in Regulation S-P.
