About Us

 

PRIVACY NOTICE

This Privacy Notice describes the types of personal information Loomis, Sayles & Company, L.P., Loomis Sayles Distributors, L.P. and Loomis Sayles Trust Company LLC (collectively referred to as "Loomis Sayles") collects, how we may process that information and who we can share it with. This Privacy Notice also describes the measures we take to protect the security of your personal information.

Personal information

Personal information, also referred to as "personal data," means any information relating to an identified or identifiable natural person; an identifiable natural person is one who can be identified, directly or indirectly, in particular by reference to an identifier such as a name, an identification number, location data, an online identifier or to one or more factors specific to the physical, physiological, genetic, mental, economic, cultural or social identity of that natural person.

Types of information we collect

Loomis Sayles will only collect personal information that is relevant and not excessive for the purposes for which it is collected.

Please see our Candidate Privacy Notice for additional, detailed information on the personal data we collect during the recruitment process.



What we use your personal information for and why

The following table describes what we use your information for and our reasons.



How do we obtain your personal information?

We may collect personal information about you or your company from any of these sources:

Directly by you when:

  • You or your company engage our services or buy our products
  • Communicate to us as your company's contact person
  • When you use our website (please see our Cookie Policy for additional information on how we use cookies)
  • When you speak to us on the phone or during meetings
  • You apply for employment or become an employee

From outside sources such as:

  • Government and law enforcement entities for purposes such as identification verification and the prevention of crime
  • Your employer with whom we conduct business
  • Our affiliated companies or agents who help us source business or service our employees and clients

Security and confidentiality

Equipment and Information Security

In order to safeguard against unauthorized access to personal information by third parties outside Loomis Sayles, all electronic personal information held by Loomis Sayles is maintained on systems protected by secure network architectures that contain firewalls and intrusion detection devices. The servers holding personal information are "backed up" (e.g. recorded on separate media) on a regular basis in an effort to avoid any inadvertent erasure or destruction of information. The servers are stored in facilities with appropriate security and fire detection and response systems.

Access security

Loomis Sayles limits access to the internal systems that hold personal information to a select group of authorized users who require such personal information for the sole purpose of performing their job duties.

Sharing of Personal Information

Loomis Sayles may share the information you provide among our subsidiaries and affiliates as required and as permitted by law. Loomis Sayles may also share personal information with third party service providers to perform services on our behalf for the benefit of our clients and/or employees. Loomis Sayles does not share your personal information with affiliates other financial companies for marketing purposes.

In addition, Loomis Sayles may disclose personal information (i) if Loomis Sayles is required to do so by law or legal process or to enforce any rights Loomis Sayles may have against you as necessary, (ii) to law enforcement authorities or other government officials, (iii) when Loomis Sayles believes disclosure is necessary or appropriate to prevent physical harm or financial loss in connection with an investigation of suspected or actual illegal activity, or (iv) if this is necessary to protect the vital interests of a person. Third party service providers may disclose personal information to other third parties for business purposes such as: governmental authorities for immigration or visa issues, as a matter of law or legal process (e.g. to tax and social security authorities), to protect Loomis Sayles legal rights (e.g. to defend a litigation suit) or as part of litigation involving such third party; or in an emergency where the health or security of an individual or individuals information is endangered (e.g. a fire or natural disaster); or, for such other purpose required for business operation or by local laws.

Loomis Sayles requires its third-party servicers to agree to comply with appropriate privacy and security standards or to undertake to provide similar and appropriate levels of protection as Loomis Sayles when processing personal information.

Information storage

Loomis Sayles stores personal information on servers located in the United States.

Updates to our Privacy Notice

This Privacy Notice may be updated periodically to reflect changes in our information practices or as may be required by law.

Questions

Please contact Loomis Sayles at 617-310-3668 with any questions or concerns regarding this Privacy Notice.