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Individual Investors
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Privacy Policy Notice |
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Federal regulations require financial institutions to deliver a summary of their privacy policies to their customers. We were committed to maintaining the confidentiality of your personal information long before these regulations required us to do so, and intend to do the same in the future. Allow us to summarize for you, in clear, plain-English terms, our policies regarding how we obtain, handle, use and protect your personal information.
INFORMATION COLLECTION POLICY
We receive non-public personal information about you during the normal course of business from the following sources:
- From you, or from your financial representative, on account applications, other forms or electronically (for example, your name, address, phone number, e-mail address, social security number, assets and income).
- From you, or from your financial representative, through transactions, correspondence and other communications (for example, your specific investment purchases and your account balances).
- From you in connection with providing you a financial product or service (for example, your bank account numbers used for transferring funds to or from the Marshall Funds).
INFORMATION SHARING POLICY
Under no circumstances, do we rent, sell or trade your personal information to anyone nor do we disclose it to anyone except as permitted or required by law. We may disclose your non-public personal information to companies that provide services to the Marshall Funds such as transfer agents, printers and mailing agents that deliver annual reports, prospectuses and other required shareholder communications. All of the information we collect may be shared with our affiliates (such as Marshall & Ilsley Trust Company, M&I Financial Advisors, Inc. and their affiliates). We also may share this information with financial institutions, such as the bank, broker-dealer or other financial intermediary through whom you purchased your shares of the Marshall Funds, for the limited purpose of jointly offering, endorsing or sponsoring a financial product or service or with other financial institutions with whom we have joint marketing agreements.
If you decide to close your account(s), we will continue to adhere to the privacy policies and practices described in this notice.
INFORMATION SECURITY POLICY
We maintain physical, electronic and procedural safeguards consistent with industry standards to protect the confidentiality, integrity and security of your non-public personal information. We permit access to your personal information only by authorized personnel who need that information to provide products or services to you. On our web site, we use a full range of Internet security measures such as data encryption, user names and passwords. Please note, however, that when you use a link from our website to a non-Marshall Funds site, the Marshall Funds privacy policies and Internet security measures no longer apply.
We require third parties to protect the security and confidentiality of your non-public personal information. These requirements are reflected in written agreements between the Marshall Funds and third party service providers. Under no circumstances do we permit third parties to rent, sell, trade or otherwise release or disclose your personal information to any other party.
CHANGES TO OUR PRIVACY POLICY
The Marshall Funds reserve the right to modify or remove parts of this privacy statement at any time. Notice will be provided to you in advance of any changes that would affect your rights under this policy statement.
ADDITIONAL RIGHTS
You may have other privacy protections under applicable state laws. To the extent those state laws apply, we will comply with them with respect to your non-public personal information.
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For questions about our privacy policy, please contact us at 1-800-580-FUND (3863). |
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Home | About Us | Equity Funds | Fixed Income Funds | Money Market Funds | Our Sites | Access Accounts | Contact Us |
Privacy Policy | mibank.com
The Marshall Funds are available through M&I Financial Advisors, Inc., authorized broker-dealers and, for certain accounts, Marshall & Ilsley Trust Company N.A.
M&I Distributors, L.L.C. is the distributor of the Marshall Funds.
Information provided at marshallfunds.com is intended only for persons who are eligible to purchase U.S. registered investment funds. The funds accessible on this Web site are offered exclusively in the United States. Nothing on this Web site shall be considered a solicitation to buy or an offer to sell in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful in such jurisdictions.
Investors should carefully consider the investment objective, risk, charges and expenses of the Marshall Funds. This and other important information is contained in the prospectuses, which can be obtained by calling 1-800-580-3863. Please read carefully before investing.
Not FDIC Insured | No Bank Guarantee | May Lose Value
Copyright 2010. Marshall & Ilsley Corporation. All Rights Reserved.
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