Privacy Policy


Privacy Policy

Privacy Policy

Privacy Policy

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:

  • Social Security number
  • Risk tolerance
  • Account balances
  • Account transactions
  • Assets
  • Investment experience

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.

Who is providing this notice?

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").

How does Loomis Sayles protect my personal information?

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.

How does Loomis Sayles collect my personal information?

For example, we collect your personal information when you:

  • Enter into an investment advisory contract
  • Open an account
  • Tell us about your investment or retirement portfolio
  • Provide account information
  • Give us your contact information
  • Show your government-issued ID

Why can't I limit all sharing?

Federal law gives you the right to limit only:

  • Sharing for affiliates' everday business purposes--information about your credit-worthiness
  • Affiliates from using your information to market you
  • Sharing for non-affiliates to market you

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.


Please call 617-310-3668 or visit if you have questions regarding our privacy policy.