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FACTS |
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WHAT DOES THE MUNDER FAMILY OF FUNDS
DO WITH YOUR PERSONAL INFORMATION? |
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Why? |
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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.
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What? |
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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 investment experience
- account balances and assets
- account transactions and transaction history
When you are no longer our customer, we continue to share your information as described in this notice.
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How? |
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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 The Munder Family of Funds chooses to share; and whether you can limit
this sharing.
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Reasons we can share your personal information
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Does the Munder Family
of Funds share?
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Can you limit this sharing? |
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For our everyday business purposes-
such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus
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Yes |
No |
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For our marketing purposes-
to offer our products and services to you
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Yes |
No |
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For joint marketing with other financial companies
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No |
We don't share |
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For our affiliates' everyday business purposes-
information about your transactions and experiences
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Yes |
No |
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For our affiliates' everyday business purposes-
information about your creditworthiness
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No |
We don't share |
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For our affiliates to market to you
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No |
We don't share |
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For nonaffiliates to market to you
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No |
We don't share |
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Who we are |
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Who is providing this notice? |
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The Munder Family of Funds, which includes the separate mutual funds of Munder Series Trust and Munder Series Trust II.
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What we do |
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How does The Munder Family of Funds
protect my personal information? |
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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 secured files and buildings.
We restrict access to your non-public personal information to those who need to know that information in order to service your account.
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How does The Munder Family of Funds
collect my personal information? |
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We collect your personal information, for example, when you
- open an account or give us your contact information
- buy securities from us or direct us to sell your securities
- provide account information
We also collect your personal information from other companies.
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Why can't I limit all sharing? |
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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.
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Definitions |
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Affiliates |
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Companies related by common ownership or control. They can be financial and nonfinancial companies.
- Our affiliates include financial companies such as Munder Capital Management and Integrity Asset Management, LLC.
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Nonaffiliates |
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Companies not related by common ownership or control. They can be financial and nonfinancial companies.
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Nonaffiliates we share with can include financial service providers that
assist us in servicing your accounts, such as securities broker-dealers,
and the distributor and the transfer agent of the Munder Family of Funds;
nonfinancial companies, such as service providers that fulfill product
information requests; and others, such as joint account holders and those
with whom you have consented to our sharing your information.
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Joint marketing |
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A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
- The Munder Family of Funds doesn't jointly market.
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