Privacy Policy

B & A Sector Watch is committed to respecting the privacy of personal information you entrust to us in the course of doing business with us.

B & A Sector Watch collects nonpublic personal information from various sources. For instance, account applications may include name, address, and social security number. We receive information from transactions in your accounts, including account balances, and from correspondence between you and B & A Sector Watch or B & A Sector Watch’s service providers.
B & A Sector Watch uses such information provided by you or your representative to process transactions, to respond to inquiries from you or your representative to process transactions, to respond to inquiries from you, to deliver reports, products, and services, and to fulfill legal and regulatory requirements.

We do not disclose any nonpublic personal information about our customers to anyone unless permitted by law or approved by the customer. We may share this information within the B & A Sector Watch nexus of mutual fund families in the course of providing services and products to best meet your investment needs. We may share information with certain third parties who are not affiliated with B & A Sector Watch to process or service a transaction at your request or as permitted by law. For example, sharing information with companies that maintain or service customer accounts for B & A Sector Watch is essential. We may also share information with companies that perform administrative or marketing services for B & A Sector Watch including research firms. When we enter into such a relationship, we restrict the companies’ use of our customer’s information and prohibit them from sharing it or using it for any purposes other than those for which they were hired.

We maintain physical, electronic, and procedural safeguards to protect your personal information. Within B & A Sector Watch, we restrict access to personal information to those employees who require access to that information in order to provide products or services to our customers such as processing transactions and handling inquiries. Our employment policies restrict the use of customer information and require that it be held in strict confidence.

We will adhere to the policies and practices described in this notice for both current and former customers of B & A Sector Watch.