Fundsmith SEC Privacy Notice December 2016_Page_1
Fundsmith SEC Privacy Notice December 2016_Page_2
Privacy Policy

The Partnership takes precautions to maintain the privacy of personal information concerning the Partnership’s current and prospective individual Subscribers. These precautions include the adoption of certain procedures designed to maintain and secure such Subscribers’ non-public personal information from inappropriate disclosure to third parties. Federal regulations require the Partnership to inform Subscribers of this privacy policy.

The Partnership collects non-public personal information about its Subscribers from the following sources:

  • Information the Partnership receives from a Subscriber in these Subscription Documents or  other related documents or forms;
  • Information about a Subscriber’s transactions with the Partnership, its affiliates, or others; and
  • Information the Partnership may receive from a consumer reporting agency. 

The Partnership does not disclose any non-public personal information about its prospective, existing or former Subscribers to anyone, except as permitted or required by law and regulation.

The Partnership restricts access to non-public personal information about its Subscribers to those employees and agents of the Partnership who have been advised as to the proper handling of such information and who need to know that information in order to provide services to its Subscribers. The Partnership may also disclose such information to its affiliates and to service providers and financial institutions that provide services to the Partnership. The Partnership will require such third party service providers and financial institutions to protect the confidentiality of the Subscribers’ non-public personal information and to use the information only for purposes for which it is disclosed to them. The Partnership may also disclose non-public personal information to regulatory authorities as required or permitted by applicable law. The Partnership maintains physical, electronic, and procedural safeguards that comply with federal standards to safeguard the Subscribers’ nonpublic personal information and which the Partnership believes are adequate to prevent unauthorized disclosure of such information.

 

The Partnership does not otherwise provide information about current, former and prospective individual Subscribers to outside firms, organizations or individuals except at the Subscriber’s request or to attorneys, accountants and auditors of any current, former and prospective individual Subscriber.

 

If you have any questions concerning this privacy policy, please contact Mark Laurence (email: mlaurence@fundsmith.co.uk) at the office of the Investment Manager.

Version dated December 2016

Changes to our privacy policy

Any changes we may make to our privacy policy in the future will be posted on this page and, where appropriate, notified to you by e-mail.

Contact

Questions, comments and requests for further information regarding this privacy policy are welcome and should be addressed to us at Fundsmith LLP, PO Box 10846, Chelmsford, Essex, CM99 2BW.