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We are very serious about privacy

Our Commitment to Privacy

IGI Invest Company is committed to maintaining the confidentiality, integrity, and security of personal information about our current and prospective customers.

Please note that certain details of this policy may depend on whether you deal with us through an investment professional, directly as an individual investor, or whether Platinum provides services to your employer or plan sponsor.

The privacy policies of IGI Invest Company is reviewed annually. Our printed and online notices are then updated to reflect any changes.

How and why we obtain personal information

Platinum takes great care to protect personal information about you and when we use it, we do so with respect for your privacy. We may use personal information about you to service, maintain, and protect your account; process transactions in your account; respond to inquiries from you or your representative; develop, offer, and deliver products and services; or to fulfill legal and regulatory requirements. Platinum may collect public and non-public personal information about you from any of the following sources:

  1. You or your representative on applications or forms (for example, name, address, Social Security number, birth date, assets and income)
  2. You or your employer or plan sponsor if Platinum provides them with recordkeeping services (for example, payroll, human resources, or benefits information)
  3. Transactional activity in your account (for example, trading history and balances)
  4. Other interactions with Platinum (for example, discussions with our customer service staff or information you enter into our websites)
  5. Information from consumer reporting agencies (for example, to assess your creditworthiness for margin products)
  6. Information from other third-party data services (for example, to verify your identity and to better understand your product and service needs)
  7. You or your representative regarding your preferences (for example, your choice of electronic statement delivery, or the screen layout you specify if you use our Internet sites)
  8. sources with your consent or with the consent of your representative (for example, from other institutions if you transfer positions into Platinum)

How we protect information about you

Platinum considers the protection of personal information to be a foundation of customer trust and a sound business practice. We employ physical, electronic and procedural controls and we regularly adapt these controls to respond to changing requirements and advances in technology.

At Platinum, we restrict access to personal information to those who require it to develop, support, offer and deliver products and services to you.

How we share information about you with third parties

Platinum does not share personal information about our customers with unaffiliated third parties for use in marketing their products and services. We may share personal information with the following entities:

  1. Unaffiliated service providers (for example, printing and mailing companies, securities clearinghouses, marketing service providers, and other entities who may provide services at Platinum's direction)
  2. Government agencies, other regulatory bodies and law enforcement officials (for example, for tax purposes or for reporting suspicious transactions)
  3. Other organizations, with your consent or as directed by your representative (for example, if you use Platinum as a financial reference in applying for credit with another institution), or as permitted or required by law (for example, for fraud prevention or to respond to a subpoena)

Our service providers are obligated to keep the personal information we share with them confidential and use it only to provide services specified by Platinum.

Based on the nature of your relationship with Platinum, we may exchange information with other third parties as described below:

  1. If Platinum provides workplace services to your employer or plan sponsor, such as payroll, human resources or benefits recordkeeping services, Platinum may exchange any information received in connection with such services with your employer or plan sponsor or others they may authorize.
  2. If you conduct business with Platinum through your investment professional, we may exchange information we collect with your investment professional or with others they may authorize.
  3. If you transact business through Platinum life insurance companies, we may validate and obtain information about you from an insurance support organization. The insurance support organization may further share your information with other insurers, as permitted by law. We may also share medical information about you to learn if you qualify for coverage, to process claims, to prevent fraud, or otherwise at your direction, as permitted by law.

How we share information about you within Platinum

We may share personal information about you with various Platinum corporate affiliates including internal service providers which perform, for example, printing, mailing, and data processing services.

Additionally, if you interact with Platinum directly as an individual investor (including joint account holders) or if Platinum provides services to your employer or plan sponsor, we may exchange certain information about you with Platinum financial services affiliates, such as our brokerage and insurance companies, for their use in marketing products and services as allowed by law.

Information collected from investment professionals' customers is not shared with Platinum affiliates for marketing purposes, except with your consent and as allowed by law.

Privacy Online

Privacy, security, and service in Platinum's online operations are just as critical as in the rest of our business. We use firewall barriers, encryption techniques and authentication procedures, among others, to maintain the security of your online session and to protect Platinum accounts and systems from unauthorized access.

When you interact with us through online channels (for example, websites and mobile applications) owned and controlled by IGI Invest Company ("Platinum websites"), Platinum manages personal information in accordance with all of the practices and safeguards described previously.

When you visit Platinum websites, we may collect technical and navigational information, such as device type, browser type, Internet protocol address, pages visited, and average time spent on Platinum websites. We use this information for a variety of purposes, such as maintaining the security of your online session, facilitating site navigation, improving Platinum website design and functionality, and personalizing your experience on Platinum websites. Additionally, the following policies and practices apply when you are online.

Cookies and similar technologies

Platinum and our third-party service providers may use cookies and similar technologies to support the operation of Platinum websites. Cookies are small amounts of data that a website exchanges with a web browser or application on a visitor's computer or mobile device. Cookies help us to collect information about visitors to Platinum websites, including date and time of visits, pages viewed, amount of time spent on our sites, or general information about the device used to access the site. Platinum cookies are also used for security purposes and to personalize your experience, such as customizing your screen layout.

You can refuse or delete cookies. Most browsers and mobile devices offer their own settings to manage cookies. If you refuse a cookie when on a Platinum website, or if you delete cookies, you may experience some inconvenience in your use of Platinum websites. For example, you may not be able to sign in and access your account, or we may not be able to recognize you, your device, or your online preferences.

Additional information

If you are a former customer, these policies also apply to you; we treat your information with the same care as we do information about current customers.

Platinum offers several options for accessing and, if necessary, correcting your account information. You can review your information using your statements, or through our automated telephone or Internet services. You may also write or call us with your request for information.Specific Internet addresses, mailing addresses and telephone numbers are listed on your statements and other correspondence.

Platinum funds Privacy Policy

Protecting your personal information is an important priority for the Platinum . The Funds' privacy policy is designed to support this objective. The Funds collect non-public personal information concerning you in the following ways:

  1. Information provided by you or your representative on applications or other forms furnished to the Funds or through other interactions that you or your representative have with the Funds
  2. Information arising from your investments in or accounts with the Funds
  3. Information the Funds receive from a consumer reporting agency

The Funds employ physical, electronic, and procedural controls to safeguard your information. For example, the Funds authorize access to your personal and account information only for personnel who need that information in order to provide products or services to you.

The Funds do not disclose any non-public personal information about you, except as permitted by law. For example, the Funds have entered into a number of arrangements with IGI Invest Company to provide for investment management, distribution and servicing of the Funds.

If you decide to close your account, the Funds will continue to adhere to the privacy policies and practices as described in this notice.

Please read the Platinum Privacy Policy of which you are a customer.

The Platinum Funds Privacy Policy is provided on behalf of the IGI Invest Company family of mutual funds.