Important Information

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Mutual Fund Privacy Policy
Terms of Use
Business Continuity
Loomis Sayles Trademarks and Third Party Trademarks

Mutual Fund Privacy Policy

Notice of privacy policies and practices.

We1 consider shareholder relationships to be the hallmark of our business and are dedicated to protecting the confidentiality of any nonpublic personal information provided by our customers2. We understand the trust that our customers place in us and are committed to earning that trust well into the future.

Types of information gathered.

We collect personal information on applications, forms, documents, transaction histories and correspondence (electronic, written and telephonic) with customers. Through our Web sites we gather information about visitors and their needs submitted through answers to surveys, data input to calculators and information entered onto forms. This information includes but is not limited to name, postal address, email address and social security number. Much of the data collected is statistical in nature and is not generally attributable to any specific customer.

How we use the information.

We use the information gathered to service your account and to provide you with additional information about products and services. We do not disclose any nonpublic information about current or former customers to any unaffiliated third party except as permitted by law, or at the specific request of the customer. The information we collect, as described above, may be shared with our corporate affiliates in the financial services industry in order to enhance and improve customer communications, services, and products designed to meet our customers’ needs. We may disclose some or all of the above information to affiliated and unaffiliated companies that perform marketing and other services (such as preparing and mailing prospectuses, reports and account statements, conducting research on client satisfaction, and gathering votes for shareholder proxies) on our or the Funds’ behalf or to other financial institutions with whom we have joint marketing agreements. These parties that are not affiliated with us have agreed not to use this information for any other purpose.

Policies and practices to protect confidential informations.

Only those employees who have a business need for personally identifiable data about our customers are given access to that information. We maintain physical, electronic and procedural safeguards that comply with federal standards to protect your nonpublic personal information. For example, we take precautions to help keep our information systems secure, including the use of firewalls for our Internet-based systems. We also use, when appropriate, encryption technologies, user authentication systems and access control mechanisms.

1For purposes of this notice the term "we" includes Natixis Funds, Loomis Sayles Funds, NGAM Distribution, L.P., and their advisory affiliates which include NGAM Advisors, L.P., Loomis, Sayles & Company, L.P. and all of their successors.

2For purposes of this notice, the terms “customer” or “customers” include both shareholders of mutual funds in the Natixis Funds and Loomis Sayles Funds and individuals who provide nonpublic personal information but do not invest in the Funds.



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Terms of Use

This website is owned and operated solely by Loomis, Sayles & Company, L.P. and relates to the firm and its own products and services. It does not serve as a website for any other Loomis Sayles affiliate, including but not limited to, Loomis Sayles Trust Company, LLC. Each time you access this website, you acknowledge and agree to be bound by these terms of use, which Loomis, Sayles & Company, L.P. reserves the right to modify at any time for any reason.

No authorized distribution or use.

The information provided on this website is not intended for use or dissemination in any jurisdiction or country where such use or dissemination would violate applicable law or regulation or subject Loomis Sayles to any unintended registration requirements. Nothing on this website shall be considered a solicitation to buy or an offer to sell any product or service to any person in any jurisdiction or country where such offer, solicitation, purchase or sale would be unlawful under the laws of such jurisdiction or country.

Proprietary information.

The information and images on this website are provided for your information and on-commercial use only. All copyrights, trademarks, logos, service marks, trade names, or other intellectual property displayed on, or used in conjunction with this website are the property of Loomis Sayles, unless otherwise specified. This information and images may not be copied, reproduced, framed-in, incorporated, modified or transmitted to any other party without the express written consent of Loomis Sayles.

No investment advice or offer.

This website is not intended to provide any investment or related advice, and is not intended to serve as an offer to sell any security or any other investment product or service.


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Business Continuity

NGAM Distribution, L.P., the distributor to both the Natixis Funds and the Loomis Sayles Funds, maintains a business continuity plan designed to minimize disruption in services provided to shareholders and allow for the restoration of critical resources as well as the use of alternate locations should access to our offices become unavailable. This plan identifies mission critical processes and provides for their recovery in the event of various types of business interruptions. This plan is continually evaluated and amended as necessary to ensure that the customer impact of any business interruption is minimized.


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Loomis Sayles Trademarks and Third Party Trademarks

LS, LS LOOMIS | SAYLES, and LOOMIS SAYLES are trademarks of Loomis, Sayles & Company, L.P. Registered in the United States Patent and Trademark Office.

Third-party trademarks and service marks are the property of their respective owners.


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