We consider the privacy of our clients to be of fundamental importance and we have established a policy to maintain the privacy of the information you share with us. This policy applies to: Capital Group Private Client Services (a division of Capital Guardian Trust Company), Capital Guardian Trust Company, a Nevada Corporation and Capital Group Private Client Services Funds (the “Funds”).
Personal Information We Collect
- Information we receive from you from agreements and applications (such as name, birth date, address, tax identification number and assets).
- Information we receive from you or your advisers through personal conversations, meetings or correspondence.
Personal Information We May Disclose
We occasionally disclose nonpublic personal information about you to non-affiliates as permitted by law.
- We disclose certain information we collect in order to place trades on your behalf.
- We may disclose information in connection with legal proceedings, such as responding to a subpoena.
To comply with federal regulations, information we receive from you will be used to verify your identity. We do not sell any information to any third parties. If you close your account(s) or we lose contact with you, we will continue to adhere to the privacy policies and practices described in this notice. We restrict access to your nonpublic personal information to authorized employees. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your nonpublic personal information. When information is shared with third parties, they are not permitted to use the information for any purpose other than to assist our servicing of your account(s) or as permitted by law.
The Internet: The Capital Group Private Client Services website is a proprietary website. While we strive to protect all information we receive when you log-on to the website, we cannot guarantee the security of any information you transmit to us online, and you do so at your own risk.
Cookies: Capital Group Private Client Services uses “cookies” to allow you to navigate our website. The cookies are activated when you enter the password-protected area.
Navigational and Transactional Information
Collection: We may collect and store certain navigational and transactional information, such as page hits and PDF files you view, and the times and ways you use this website.
Use: Capital Group Private Client Services may use navigational and transactional information to personalize its website, for programming, editorial and financial research and to offer new content that our users may like. Additionally, by entering the password-protected areas of our website, you consent to Capital Group Private Client Services contacting you to discuss our products and services from time to time.
Disclosure: Capital Group Private Client Services will not disclose to third parties, navigational or transactional information, except to comply with legal/regulatory obligations. This policy is effective 6/30/2013. Material changes to the policy will be posted on our website and included in account statements under the “Additional Notes” section.
If you have any questions, please call 1-866-421-2166 or go to thecapitalgroup.com/pcs.