What does Loomis Sayles do with your personal information?
Financial companies choose how they share your personal information. Federal law gives you the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
When you are no longer our customer, we continue to share your information as described in this notice.
All financial companies need to share customers' personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers' personal information; the reasons Loomis Sayles chooses to share; and whether you can limit this sharing.
Loomis, Sayles & Company, L.P. and its subsidiaries, Loomis Sayles Distributors, L.P. and Loomis Sayles Trust Company, LLC (collectively referred to as "Loomis Sayles").
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
For example, we collect your personal information when you:
Federal law gives you the right to limit only:
State laws and individual companies may provide you with additional rights to limit sharing.
Affiliates. Companies related by common ownership or control. They can be financial and nonfinancial companies.
Non affiliates. Companies not related by common ownership or control. They can be financial and nonfinancial companies.
Joint marketing. A formal agreement between non-affiliated companies that together market financial products or services to you.
Loomis, Sayles & Company, L.P. | One Financial Center, Boston, MA 02111