Privacy Policy
Guiding Principles
The relationship between Pax World Management LLC and our clients is the most important asset of our firm. We strive to maintain your trust and confidence in our firm, an essential aspect of which is our commitment to protect your personal information to the best of our ability. We believe that all of our clients value their privacy, so we will not disclose your personal information to anyone unless it is required by law, at your direction, or is necessary to provide you with financial services. We have not and will not sell your personal information to anyone.
Personal Information That We Collect, Maintain and Communicate
Pax World Management LLC collects and maintains your personal information so we can provide investment management services to you. The types and categories of information we collect and maintain about you include:
- Information we receive from you, such as your name, home address, telephone number, e-mail or investor questionnaires.
- Information that we may receive from third parties with respect to your account (such as information which we may receive from your investment advisors, attorneys, accountants or other financial advisors).
How We Protect Your Personal Information
To fulfill our privacy commitment at Pax World Management LLC, we have instituted firm-wide practices to safeguard the information that we maintain about you. These include:
- Adopting policies and procedures that put in place physical, electronic, and other safeguards to keep your personal information safe.
- Limiting access to personal information to those employees who need it to perform their job duties.
- Requiring third parties that perform services for us to agree by contract to keep your information strictly confidential.
- Protecting information of our former clients to the same extent as our current clients.
If you have any questions regarding our privacy commitment, please contact Maureen Conley at Pax World Management LLC at 603.431.-8022, x16.
Web Site User Agreement
E-mail: Pax World Management LLC does not sell its customers’ e-mail addresses, nor will we provide your personal information to third parties for their marketing purposes. We will not send you e-mail without first receiving your permission, unless it relates to servicing your account or in response to e-mails received by us.
Cookies: Cookies may be used to gather non-personal usage statistics such as how many new, repeat, and total visitors use our Web site and what usage patterns visitors from various referrers follow.
Pax World Management LLC reserves the right to change, modify, add, or remove portions of this Privacy Policy at any time. We suggest that you review this policy periodically for changes. You can access it from the link on our homepage or at the bottom of our other Web site pages. It is understood that by accessing our Web site after we have posted changes to this policy, you are agreeing to accept the changes.
If you have any questions about our privacy policy, please contact us at more information.
