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.
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.
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.
|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,
For our marketing purposes –
To offer our products and services to you
|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 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.
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.
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.
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.
Companies not related by common ownership or control. They can be financial and non financial companies.
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.