AUER GROWTH FUND NEWS ABOUT
Performance Media Advisor
  Philosophy Press Releases Team
  Literature   Contact
 
       

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
 
 

Privacy Policy

The following is a description of the Fund's policies regarding disclosure of nonpublic personal information that you provide to the Fund or that the Fund collects from other sources. In the event that you hold shares of the Fund through a broker-dealer or other financial intermediary, the privacy policy of your financial intermediary would govern how your nonpublic personal information would be shared with nonaffiliated third parties.

Categories of Information the Fund Collects.
The Fund collects the following nonpublic personal information about you:

  • Information the Fund receives from you on or in applications or other forms, correspondence or conversations (such as your name, address, phone number, social security number, assets, income and date of birth); and
  • Information about your transactions with the Fund, its affiliates or others (such as your account number and balance, payment history, parties to transactions, cost basis information and other financial information).

Categories of Information the Fund Discloses.
The Fund does not disclose any nonpublic personal information about its current or former shareholders to unaffiliated third parties, except as required or permitted by law. The Fund is permitted by law to disclose all of the information it collects, as described above, to its service providers (such as the Fund's custodian, administrator and transfer agent) to process your transactions and otherwise provide services to you.

Confidentiality and Security.
The Fund restricts access to your nonpublic personal information to those persons who require such information to provide products or services to you. The Fund maintains physical, electronic and procedural safeguards that comply with federal standards to guard your nonpublic personal information.

 

You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses
of the Fund before investing. The Fund's prospectus contains this and other information about the Fund, and should be
read carefully before investing. You may obtain a current copy of the Fund's prospectus by calling 1-888-711-2837 or
download a prospectus here.