We collect the following nonpublic personal information about you:
· Information we receive from you on or in applications or other forms, correspondence, or conversations, including, but not limited to, your name, address, phone number, social security number, assets, income and date of birth; and
· Information about your transactions with us, our affiliates, or others, including, but not limited to, your account number and balance, payments history, parties to transactions, cost basis information, and other financial information.
We do not disclose any nonpublic personal information about our current or former shareholders to nonaffiliated third parties, except as permitted by law –for example, sharing information with those companies essential for us to provide shareholders with necessary or useful services with respect to their accounts. For example, we are permitted by law to disclose all of the information we collect, as described above, to our transfer agent to process your transactions. Furthermore, we restrict access to your nonpublic personal information to those persons who require such information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.
Any questions concerning the above information can be directed to us by contacting shareholder service at (800) 799–2113, or sending us an email at firstname.lastname@example.org.
The Olstein Funds are distributed by Compass Distributors, LLC – Member FINRA.