Transaction Information

If you are a Fund client who subscribes to any of its services, then the Fund may collect and store additional information about you and your company. Such information is generated through transactions with the Fund, its affiliates, insurance carriers, third party administrators, marketing organizations, lenders, or others. This information includes, but is not limited to:

* Personal and investment assets, tax strategies, retirement plans, testamentary dispositions, and insurance policies.
* Information you provide to the Fund to establish one or more business relationships, such as company, contact, or billing information provided through online or paper forms.
* Information created and maintained by the Fund for its clients in order to maintain the business relationship and provide superior client service. Examples include account status, choice of services, and audit logs.
* Information related to a transaction that is saved within applications or forms maintained by the Fund. This information is stored within the Fund’s databases in order to provide the requested services.