Privacy Policy To Protect Your Personal And Financial Information
The MIDANA CAPITAL Funds respect the privacy of our shareholders and customers. Our policy is to safeguard the personal information you have entrusted to us.
We collect nonpublic personal and financial information from you for the purpose of opening and maintaining a MIDANA CAPITAL Funds shareholder account. The information we collect may include your name, address, Social Security Number, birth date, telephone number, email address, and/or bank account number. This information may come from your request for MIDANA CAPITAL literature, your account registration forms, transactions in your account and other correspondence.
We do not sell any information about our current or former customers to third parties. MIDANA CAPITAL may share your personal and financial information with third parties only:
- When authorized by you.
- As required or otherwise permitted by law.
- To process transactions and service your account.
The third parties with whom we may share your personal and financial information, as described above, may include:
- Affiliated and non-affiliated service providers (for example, the Funds' Transfer Agent and printing and mailing providers who process transactions and service your account);
- Government agencies, other regulatory bodies and law enforcement officials (for example, for tax purposes or for reporting suspicious transactions); and,
- Other organizations, as permitted by law (for example, for fraud prevention).
Our contracts with service providers require them to maintain the confidentiality of your information.
MIDANA CAPITAL restricts access to nonpublic personal and financial information about you to those employees who need to know that information in order to provide products or services to you. We require our employees to guard the confidentiality of your information and we maintain policies and procedures to safeguard your nonpublic personal and financial information.
Privacy Online
Just as we protect your personal and financial information collected on account registration forms and other correspondence, we also employ security measures to protect your information while you view your account or conduct transactions online. Our online account access website provides a secure platform to prevent unauthorized access to your information. Your Internet browser provides additional security by allowing us to use Secure Socket Layer (SSL) encryption up to 128-bit length encryption (the most secure system currently available) when transmitting your information. In an effort to provide the highest degree of security for your information, we strongly recommend the use of 128-bit encryption browsers. Versions of Mozilla 2.0 or higher, Microsoft Internet Explorer 6.0 or higher provide this level of security.
Encryption is the process for scrambling your identification and account information as it passes between our system and your computer. The encryption process is built into most Internet browsers. The larger the number of bits for encryption (e.g. 40 or 128) the more difficult (exponentially) it is for an unauthorized person to unscramble the transmission. The highest level of encryption commercially available is 128-bit and is what we recommend to access your information.
Notice
MIDANA CAPITAL will provide you notice of our Privacy Policy annually, as long as you maintain an account with us. MIDANA CAPITAL reserves the right to make changes to this policy. We will notify you in writing before we make changes that affect the way we collect and share your information. If you have chosen to receive MIDANA CAPITAL documents electronically, we will provide notification to you via email. We will notify you through periodic updates of our Privacy Policy online when we make changes that affect the security measures we employ to protect your information while viewing your account information or conducting transactions online.
Should you have questions, please telephone us at+1(480)-439-2851.
This Privacy Policy applies to the MIDANA CAPITAL Funds and MIDANA CAPITAL Capital Management, Inc. (7/09)
Privacy Policy available in PDF Format
°MIDANA CAPITAL Capital Management, Inc. (MIDANA CAPITAL) is the investment advisor to the MIDANA CAPITAL Funds (the Funds).
You should carefully consider the Funds' investment objectives, risks, charges and expenses before investing. To obtain a Prospectus that contains this and other information about the Funds, please click here for more information, email info@midanacapital.com or call+1(480)-439-2851. Please read the Prospectus carefully before investing.
Stocks will fluctuate in response to factors that may affect a single company, industry, sector, country, region or the market as a whole and may perform worse than the market. Foreign securities are subject to additional risks such as currency fluctuations, regional economic and political conditions, differences in accounting methods, and other unique risks compared to investing in securities of U.S. issuers. Bonds are subject to risks including interest rate, credit, and inflation. A sustainable investment strategy which incorporates environmental, social and governance criteria may result in lower or higher returns than an investment strategy that does not include such criteria.
The Midana funds are distributed by Midana LLC