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PRIVACY SECURITY |
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Notice of Privacy Policy and Practices: Please read our Privacy Policy carefully. It has information about our policies for the collection, use, disclosure, and protection of information we collect and maintain.
The Tamarack Funds recognize and respect the privacy concerns and expectations of our customers, including individuals who provide their nonpublic personal information to the Tamarack Funds but do not invest in the Tamarack Funds’ shares.
We provide this notice to you so that you will know what kinds of information we collect about our customers and the circumstances in which that information may be disclosed to third parties who are not affiliated with the Tamarack Funds.
Collection of Customer Information: We collect nonpublic personal information about our customers from the following sources:
- Account Applications and other forms, which may include a customer’s name, address, social security number, and information about a customer’s investment goals and risk tolerance;
- Account History, including information about the transactions and balances in a customer’s accounts; and
- Correspondence, written, telephonic or electronic between a customer and the Tamarack Funds or service providers to the Tamarack Funds.
Disclosure of Customer Information: We may disclose all of the information described above to certain third parties who are not affiliated with the Tamarack Funds under one or more of these circumstances:
- As Authorized - if you request or authorize the disclosure of the information.
- As Permitted by Law - for example, sharing information with companies who maintain or service customer accounts for the Tamarack Funds is permitted and is essential for us to provide shareholders with necessary or useful services with respect to their accounts.
- Under Joint Agreements - we may also share information with companies that perform marketing services on our behalf or to other financial institutions with whom we have joint marketing agreements.
Security, Safeguarding and Destruction of Customer Information and Reports: We require service providers to the Tamarack Funds:
- To maintain policies and procedures designed to assure only appropriate access to, and use of information about customers of, the Tamarack Funds;
- To maintain physical, electronic and procedural safeguards that comply with federal standards to guard nonpublic personal information of customers of the Tamarack Funds;
- To maintain physical, electronic and procedural safeguards for the proper disposal of consumer report information, as defined in Rule 30(b)(1)(ii) of Regulation S-P.
Delegation: The Tamarack Funds have delegated the responsibility to implement appropriate written procedures for such safeguarding and disposal of consumer report information and records to the Funds’ transfer agent and/or any other service provider who may come into possession of such information.
We will adhere to the policies and practices described in this notice regardless of whether you are a current or former shareholder of the Tamarack Funds.
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