At The Monteagle Funds, we are committed to protecting your financial privacy.
The personal information that we have about you comes directly from you. You disclosed much of this information on your mutual fund account application or we may have contacted you by telephone or mail for additional information.
We keep information about the investments you purchase, transaction and payment history. We may in extreme cases collect personal information from outside sources, including consumer reporting agencies.
We do not sell Shareholder information to anyone. We do not disclose your personal information to companies or organizations not affiliated with us. We may use your personal information to communicate with you about your investments. In addition, we may, as permitted by law and without your prior permission, provide personal information about you contained in our records or files to persons or organizations such as:
- Persons who perform business functions for us, such as third partiers that provide assistance in processing and servicing your account;
- The Fund’s investment adviser; and
- Regulatory or law-enforcement authorities
We recognize the need to provide protection against unauthorized access to the information we collect, including that held in an electronic format on our computer systems. We maintain physical, electronic, and organizational safeguards to protect your personal information. We continually review our policies and practices, monitor our computer networks and test the strength of our security in order to help us ensure the safety of Shareholder information.
The Funds consider privacy a fundamental right of Shareholders and take seriously the obligation to safeguard Shareholder information. We will adhere to the policies and practices above for both current and former Shareholders. If you believe that any information about you is not accurate, please let us know.