What does Harding Loevner LP do with your personal information?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing.  Federal law also requires us to tell you how we collect, share, and protect your personal information.  Please read this notice carefully to understand what we do.

What?

The types of personal information we collect and share depend on the product or service you have with us.  This information can include:

  • Social Security number and income
  • Account numbers and transaction history
  • Investment experience and employment information

When you are no longer our customer, we continue to share your information as described in this notice.

How?

All financial companies need to share customers’ personal information to run their everyday business.  In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Harding Loevner LP chooses to share; and whether you can limit this sharing.

Other Important Information

Other federal and state laws and regulations may also impose limitations and requirements on the collection, dissemination, safeguarding, use and disposal of consumer’s personal information.

Reasons we can share your personal information:

  Does Harding Loevner LP share? Can you limit this sharing?

For our everyday business purposes

Such as to process your transactions, maintain your account(s), and respond to court orders and legal investigations

Yes No

For our marketing purposes

To offer our products and services to you

Yes No
 For joint marketing with other financial companies  No N/A 
For our affiliates’ everyday business purposes

information about your transactions and experiences

Yes  No 
 For our affiliates to market to you No  N/A 
For nonaffiliates to market to you No N/A

 

Questions? Call (908) 218-7900


Who We Are

Who is providing this notice?
Harding Loevner LP

What We Do

How does Harding Loevner LP protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secures files and buildings. Other measures include administrative safeguards such as employee certifications and service provider oversight.

How does Harding Loevner LP collect my personal information?
We collect your personal information, for example, when you

  • Open an account with Harding Loevner LP
  • Open an account with a sponsor of a wealth management program

We also collect your personal information from other companies.

Why can’t I limit all sharing?
Federal law gives you the right to limit only

  • sharing for affiliates’ everyday business purposes – information about your creditworthiness
  • affiliates from using your information to market to you
  • sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.


Definitions

Affiliates
Companies related by common ownership or control. They can be financial and non financial companies.

Affiliated Managers Group, Inc. holds equity interests in Harding Loevner and other financial services firms.

Nonaffiliates
Companies not related by common ownership or control.  They can be financial and non financial companies.

Joint Marketing
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

Other Important Information

Other federal and state laws and regulations may also impose limitations and requirements on the collection, dissemination, safeguarding, use and disposal of consumer’s personal information.

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NOTICE TO PERSONS IN AUSTRALIA AND NEW ZEALAND

The information on this website is issued by Trust Company (RE Services) Limited (ABN 45 003 278 831; AFSL 235150) as Responsible Entity of, and issuer of units in, the Harding Loevner Emerging Markets Equity Fund ARSN 604 215 296 (“Fund”), and approved by Harding Loevner LP (“Harding Loevner”), as the Investment Manager of the Fund. Harding Loevner is exempt from the requirement to hold an Australian financial services licence under the Corporations Act 2001 (Cth) in respect of the financial services it provides to wholesale clients, and is not licensed to provide financial services to retail clients, in Australia. Harding Loevner is regulated by the Securities and Exchange Commission of the United States of America under US laws, which differ from Australian laws.

The information on this website is provided for general information purposes only, and is not investment advice or research, nor is it to be construed as solicitation of an offer to buy or sell any financial product . Accordingly, reliance should not be placed on this website as the basis for making an investment or other decision. A product disclosure statement (PDS) issued by the Responsible Entity is available for the Fund. You should obtain and consider the PDS, and related materials, and consult your professional advisers before making any investment decision.

Statements of fact on this website have been obtained from and are based upon sources that the Responsible Entity and Harding Loevner believe to be reliable. Neither the Responsible Entity nor Harding Loevner gives any representation or warranty as to the reliability or accuracy of the information contained on this website. All opinions and estimates included on this website constitute judgements of the Responsible Entity and Harding Loevner as at the date of this website and are subject to change without notice.

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You are about to access the pages of Harding Loevner Funds plc, an Irish umbrella type open-ended investment company (the "Company"), which contains information about the Company and its sub-funds (each a "Fund"). These pages are for informational purposes only. It is not investment advice, nor is it intended to be relied on as a forecast or research and does not constitute an offer, recommendation or solicitation to buy or sell shares in any Fund. Access to and the information contained in these pages are restricted to persons who are residents of jurisdictions in which the distribution of the information herein is permitted. Please consult your professional advisers if you have questions about a particular investment or are unsure of the laws and regulations applicable to you.

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