Information We Collect
We collect and retain information about you only when we reasonably believe that the information will assist us in managing your accounts. One of the main reasons we collect certain information is to protect your account and to identify you when we conduct transactions for you. The information will also be used to comply with certain laws and regulations that may apply to us and to help us understand your financial needs as we design and improve our services. We will also use your information to service your account, conduct transactions and to provide you with products and services that will best assist you. We collect non-public personal information about you from the following sources:
- your investment management agreement, applications or other forms, correspondence or conversations (examples include name, date of birth, address, financial background and Social Security Number)
- your account's service providers (examples include financial advisors and banks)
- your transactions with us (examples include account trading and balances)
Information We Disclose
We understand that you expect the personal information you have entrusted to us to be handled with great care. We may share information about you with our affiliates in order for our affiliates to provide customer service, to process transactions, to manage accounts for you or to develop and market products and services. The types of affiliates with whom we share information include banks, investment advisors and other financial service providers. We share only information about our experience or transactions involving you or your account, such as your name, address, Social Security Number, account activity and account balances. We do not disclose nonpublic personal information about our customers to nonaffiliated third parties, except as permitted by applicable law. In compliance with applicable law, we may share nonpublic personal information with nonaffiliated third parties that perform marketing services on our behalf or to other financial institutions with which we have joint marketing agreements. In all cases, your information is strictly protected. Each agreement requires that these service providers keep the information strictly confidential and use it only for the purpose for which it was intended. The personal information of former customers is treated in the same manner as the information of current customers.
Confidentiality and Security
We restrict access to nonpublic personal information about you to those employees who need to know the information in order to provide products and services to you. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your nonpublic personal information.
We reserve the right to periodically change our statement from time to time and we will notify you promptly of any changes to this privacy statement.
Scout Investments, Inc.
928 Grand Blvd.
Kansas City, MO 64106