Statement of Privacy of Consumer Financial Information

At Saturna Capital, we understand the importance of maintaining the privacy of your financial information. We want to assure you that we protect the confidentiality of any personal information that you share with us. In addition, we do not sell information about our current or former customers.

In the course of our relationship, we gather certain nonpublic information about you, including your name, address, investment choices, and account information. We do not disclose your information to unaffiliated third parties unless it is necessary to process a transaction; service your account; deliver your account statements, shareholder reports, and other information; or as required by law. When we disclose information to unaffiliated third parties, we require a contract to restrict the companies’ use of customer information and from sharing or using it for any purposes other than performing the services for which they were required.

We may share information within the Saturna Capital family of companies in the course of informing you about products or services that may address your investing needs. No mobile information will be shared with third parties or affiliates outside of the Saturna Capital group of companies for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

We maintain our own technology resources to minimize the need for any third-party services and restrict access to information within Saturna. We maintain physical, electronic, and procedural safeguards to guard your personal information. If you have any questions or concerns about the security or privacy of your information, please call us at 1-800/SATURNA (1-800-728-8762)

Information for California residents

The California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CRPA) give California residents specific privacy rights.

The Saturna Capital California Privacy Notice provides details about how Saturna uses your information and your rights under California law.