Privacy Policy At Invesco*, we recognize that you have entrusted with us your personal and financial data, and we recognize our obligation to keep this information secure. Maintaining your privacy is important to us, and we have established a policy to maintain the privacy of the information you share with us.
Personal Information We Collect In the normal course of serving clients, we collect personal information about you, which may include: - Information we receive from you (such as your name and address) from your account application, investment management agreement or other documents you may deliver to us.
- Information about your investment transactions.
Personal Information We May Disclose We do not sell any information to any third parties. However, we occasionally disclose nonpublic personal information about you to affiliates and non-affiliates only as permitted by law or regulation. Specifically, we may disclose nonpublic personal information including: - Information to service providers in order to process your account transactions.
- Your name and address to companies that assist us with mailing statements to you.
- Information in connection with legal proceedings, such as responding to a subpoena.
The organizations that receive client information act on our behalf and use the information only to provide the services that we have asked them to perform for you and us. As emphasized above, we do not provide client or former client information including names, addresses, or client lists to outside companies except in furtherance of our business relationship with you, or as otherwise permitted by law.
How We Protect Your Information Access to nonpublic personal information is restricted to employees who need to access that information to provide products or services to clients. Physical, electronic and procedural safeguards that comply with federal standards are in place to guard our clients' nonpublic personal information. A client's right to privacy extends to all forms of contact with us including telephone, written correspondence and electronic media. We consider privacy a fundamental right of clients and take seriously the obligation to safeguard client information. We will adhere to the policies and practices above for both current and former clients. * This Privacy Notice applies to the following members of Invesco Ltd.'s family of investment adviser subsidiaries: Invesco Institutional (N.A.), Inc., Invesco Private Capital, Inc., Invesco Senior Secured Management, Inc., Invesco Global Asset Management (N.A.), Inc. and WL Ross & Co. LLC | 
