Protecting your privacy ...at the core of our business

You trust us with your financial and other personal information; we in turn are committed to respect your privacy and safeguard that information.

By adhering to the practices described below, we affirm our continuing commitment to protecting your privacy.

Collection and Use of Shareholder Information

Polaris Global Value Fund and the IRA custodian collect only relevant information about Fund shareholders that the law allows or requires us to have in order to conduct our business and properly service you.

We collect financial and other personal information about you from the following sources:

• Information you provide on applications or other forms (for example, your name, address, social security number and birthdate)

• Information derived from your transactions with us (for example, transaction amount, account balance and account number)

• Information you provide to us if you access account information or conduct account transactions online (for example, password, account number, e-mail address, alternate telephone number)

Keeping Information Secure

We maintain physical, electronic and procedural safeguards to protect your financial and other personal information, and we continually assess new technology with the aim of adding these safeguards to those we have in place.

Limiting Employee Access to Information

We  limit  access to personally identifiable information to only those employees with a business reason to know such information.

Use of Personal and Financial Information by Us and Third Parties

We do not sell non-public personal information about current or former customers or their accounts to any third parties, and do not disclose such information to third parties unless necessary to process a transaction, service an account, or as otherwise permitted by law.

Those who may receive this information include the companies that provide transfer agent, technology and administrative services, as well as the investment adviser who is an affiliate of the Fund.

Accuracy of Information

We strive to keep our records of your information accurate, and we take immediate steps to correct errors. If there are any inaccuracies in your statements or in any other communications from us, please contact us or contact your investment professional.

Online Privacy Guidelines

We are firmly committed to protecting our shareholders' personal and financial information online.  The following guidelines are designed to help you understand how we gather, use and protect that personal and financial information. 

Information Collection, Use and Disclosure

When Information Is Collected and Not Collected

Our Use of Cookies

How We Handle E-Mail

Hyperlinks

You Can Count on Our Commitment to your Privacy

Information Collection, Use and Disclosure

We do not collect any personal information online.  We do not give out your personal information unless we are authorized or permitted to do so.  We do not sell your personal information to any third parties.

When Information is Collected and Not Collected

You may browse our web site anonymously, and we will not collect personal information such as your e-mail address.  In order to evaluate the usefulness of our site, we also gather and analyze data regarding usage of the site, such as domain name, number of hits, pages visited and length of user session.

Our Use of Cookies

What is a cookie? A cookie is a small piece of information placed on your computer by the Web site you are visiting.  It allows the Web site to "remember" or "recognize" your computer during subsequent visits.  Although different Web sites use cookies for different purposes, one important function is to allow a site to personalize your experience.  For example, a cookie can be used to designate start pages within a site, or to indicate an area of interest to you on a Web site.

Web sites may use two types of cookies.

How We Use Cookies  - We do not use cookies on this Web site.

How We Handle E-Mail

We preserve the content of your e-mail, your e-mail address and our response so that we can more efficiently handle any follow-up questions you may have and  to meet legal and regulatory requirements.  It is important to understand that regular non-encrypted Internet e-mail is not secure.  Some Fund-related Internet e-mail addresses are provided, but these are for information inquiries of a non-sensitive and non-confidential nature.

We strongly urge you not to send confidential information such as social security or account numbers to us via a non-secure e-mail address.

Because our e-mail response back to you would not be secure, we will not include confidential account information in an e-mail response.  You may also contact us by phone, fax or U.S. mail.

Hyperlinks

This Web site may contain hyperlinks that enable you to visit other sites.  Other sites may have hyperlinks to this site.  You should be aware that Web sites linking to and from this site may have different privacy practices than ours.  It is assumed that visitors to our site will read the privacy statements of this and other Web sites they visit.  However, our privacy statement applies solely to information contained on this Web site.  Because we cannot control information on other Internet sites, we are not responsible for the content of sites linked to or from this Web site nor for the privacy policies given on those sites.

You Can Count on Our Commitment to Your Privacy

You can count on us to keep you informed about the procedures and the technology we use to protect your privacy and limit the sharing of information you provide to us,  whether in a mailed application, over the phone or through the Internet.

Issued by Polaris Global Value Fund
Forum Trust, LLC, IRA Custodian

Back to Top

This is our policy as of July, 2002. This privacy policy applies to individuals, and we reserve the right to change any or all of the principles, along with related provisions, at any time.