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INVESTOR PRIVACY NOTICE
Privacy: A Fundamental Concern
At
Wisconsin Capital Funds, we are committed to protecting your
privacy. We
understand that as a Wisconsin Capital Funds investor you
entrust not only your money to us, but also your personal
and financial information.
Because we respect your fundamental right to maintain
the confidentiality of this information, we have created
this Privacy Policy to assure you that we make it a priority
to protect your information.
We do not sell shareholder information
to anyone.
Your Personal Information
When you purchase shares or inquire about a transaction with
Wisconsin Capital Funds, you typically provide us with
certain personal information.
This information may include:
o
Name and address
o
Social Security or taxpayer identification number
o
Beneficiary information
o
Bank account information
o
Investments at other institutions
Our Commitment to Your Privacy
We
do not sell information about current or former shareholders
or their accounts to unaffiliated third parties, nor do we
disclose it to third parties unless necessary to complete
transactions at your request or to service an account.
For example, we may share information with companies
that perform services on our behalf. One such service
provider is the transfer agent for the Funds, US Bancorp
Fund Services, LLC, which opens accounts, processes
transactions and mails account statements. We require that
each such company agree to share or use your information
only for those purposes for which they were engaged.
Also, we may provide information to auditors or
regulators but only as required by law.
In
order to protect your personal information, Wisconsin
Capital Funds maintains physical, electronic and procedural
safeguards, and limits access to your information to those
authorized employees who need it in order to perform their
duties.
If
you have any questions regarding this Privacy Policy please
feel free to call Wisconsin Capital Funds at 1-866-987-7888.
info@plumbfunds.com
Plumb Funds
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