Wasatch understands that our relationship with you, and with all of our shareholders, is one of trust. As such, we go to great lengths to protect the information we collect about you or your accounts. This Privacy Policy describes how the Wasatch Funds and our affiliates and subsidiaries, including our investment advisor, Wasatch Global Investors, (collectively, “Wasatch,” “we,” “us,” or “our”) collect, use, and share Personal Information. This Privacy Policy applies to your use of this Website, https://wasatchglobal.com/.
This Website may include links to third-party sites or information that we think may be of interest to you. When you click these links and leave the Website, our Website’s terms of use and privacy policy no longer apply. You are responsible for complying with the third-party site’s terms of use and understanding its privacy policy, both of which you should review carefully.
The Personal Information we collect or disclose is handled with the utmost respect for your privacy and is motivated by our desire to serve you better.
Information We Collect and Its Sources
“Personal Information” includes any information that we collect that, alone or in combination with other information, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with an individual. It generally means the same as the terms “personally identifiable information,” or “personal data,” or “nonpublic personal information” as defined under applicable data protection laws.
Most of the Personal Information we collect comes directly from you. The ways we gather it may include:
Account applications. When you open an account or enter information in an online account application.
Transactions. To manage your account and provide information to you such as account statements, we maintain current and historical records of each of your transactions and accounts with Wasatch.
Third-Parties. We may receive information about you that you authorize third-parties to provide to us. We also may obtain personal information from third-party service providers in order to verify your identity, to prevent fraud, or to help us identify products and services that may be of interest to you.
Website. We collect some information on this Website through the use of “cookies.” For example, we may identify the web pages your browser requests or visits. For more information, please read the “Cookies” and “Third-party analytics” sections below.
Personal Information we collect may include:
Some of the information above, such as Social Security numbers and driver’s license numbers, is considered “sensitive personal information” under applicable law.
We may combine the Personal Information collected on this Website with Personal Information collected from or about you in other contexts. This may include Personal Information collected through publicly available sources or online, such as through our email exchanges with you, or from offline sources, such as information that we collect when you establish your account with us or call customer service. We will treat such combined Personal Information in accordance with this policy.
If you do not wish to provide Personal Information to Wasatch, we may be unable to provide certain products or services to you.
How We Use Your Personal Information
We and third-parties working on our behalf may use the information we collect about you for various purposes, including:
In certain circumstances, we may aggregate and/or de-identify information collected for additional purposes.
Information We Disclose
We disclose Personal Information about our current and former shareholders to third-parties for the following purposes:
Transfer of Personal Information
The Personal Information we collect about you may be transferred to or stored by Wasatch or our service providers in the United States or elsewhere, as permitted by law. If you reside outside the United States and use our website or otherwise provide information to us, you acknowledge that your information will be transferred to and processed in the United States and in accordance with the laws of the United States, which may not provide the same levels of privacy protection as the laws in your jurisdiction.
Online Privacy Protections
Our concern for the privacy of our shareholders naturally extends to those who use our website, wasatchglobal.com. Our website and Services use secure forms of online communication, including data encryption, transmission encryption, user names and passwords, and back-end fraud and account monitoring. However, no security system is entirely secure. As a result, while we strive to protect your information, we cannot guarantee or warrant the security of any information you transmit to our Services.
Cookies
We may use a variety of online technologies, such as cookies, web beacons, and similar mechanisms, to collect information that helps us understand how our website are used. A cookie is a string of information that a website stores on a visitor’s computer, and that the visitor’s browser provides to the website each time the visitor returns. A web beacon is an electronic file that usually consists of a single-pixel image, embedded in a web or mobile application page or an email to measure usage and activity. We or third-parties, including Google Analytics, may use such information for certain purposes, including to support functions on the website, to enhance your experience with the website, or to analyze and compile the usage of the website and emails from us. . Wasatch visitors who do not wish to have cookies placed on their computers should set their browsers to refuse cookies before using Wasatch’s website, with the drawback that certain features of Wasatch’s website may not function properly without the aid of cookies.
If you are a Wasatch shareholder who has registered for secure online access to your Wasatch account, we are able to combine the information we collect about your usage of our website during a secure (logged-on) session with other information we know about you, such as any account transactions you conduct during your session. We can also identify your computer or device on each online visit to Wasatch, even if you do not log on, and link information about that visit to you. We may use this combined information to assess the appeal and usefulness of the information and tools offered on our website, as well as to identify Wasatch Services that may be of interest to you.
Some web browsers have “do not track” or similar features that allow you to tell each website you visit that you do not want your activities on that website tracked. Our website does not track your browser’s “do not track” settings.
Third-party analytics
We may partner with third-parties to collect the information discussed above to engage in analysis, auditing, research, and reporting. These third-parties may set and access cookies on your computer or other device and may use web beacons to collect information about your activity on our website. In particular, our website may use third-party analytics services to help collect and analyze certain information for the purposes discussed above.
Google Analytics collects certain Automatically Collected Information from visitors to our Websites for these purposes. For more information about Google Analytics, please review Google Analytics’s Privacy and Terms, located here.
Your Rights Under California Law
Under the California Consumer Privacy Act (“CCPA”), California residents have certain privacy rights, as provided therein. In addition, the CCPA provides certain exemptions that may apply to the Personal Information we collect from or about you. For example, personal information subject to the protections of the Gramm-Leach-Bliley Act of 1999 or the California Financial Information Privacy Act may be exempt from the requirements of the CCPA. To the extent that your Personal Information does not fall under an enumerated exemption, California residents have the following rights:
Verification. In order to protect the integrity of our products and services, as well as your Personal Information, we may need to verify your identity before processing any requests. We will not fulfill any request unless we have sufficient information to reasonably verify you are the individual about whom we collected Personal Information.
Authorized Agent. Under California law, you may exercise these rights yourself or you may designate an authorized agent to make these requests on your behalf. Please note, any authorized agent must have written permission from you to make such a request, and will be subject to identity verification.
Sale or Sharing of Personal Information. Wasatch does not “sell” or “share” Personal Information, as those terms are defined in CCPA. Wasatch has not sold or shared Personal Information in the prior 12 months.
Other California Privacy Rights. Under California’s “Shine the Light” law (California Civil Code Section 1798.83), California residents are entitled to request and obtain from Wasatch once per calendar year information about when we share your Personal Information with third-parties for those third-parties’ own direct marketing purposes. We do not share Personal Information with third-parties for their direct marketing purposes; however, to request more information, please email us at the address indicated below, and note “California Shine the Light” in the subject line.
To exercise your rights s under the CCPA please send a detailed request to:
shareholderservice@wasatchfunds.com
OR
Wasatch Funds
P.O. Box 2172
Milwaukee, WI 53201-2172
Children’s Information
We do not knowingly collect Personal Information from children under the age of 16. If we discover that we have inadvertently collected any information from a child under the age of 16, we will promptly delete it. If you are a parent or guardian and believe your child provided us with their Personal Information without your consent, please contact us.
Marketing Communications
We may email marketing correspondence to you about our Services. To unsubscribe from these communications, please follow the unsubscribe instructions contained in the emails or contact us using the contact information below.
What You Can Do and Contact Information
For your protection, you should not provide your account information, user name, or password to anyone. If you become aware of any suspicious activity relating to your account, it is your responsibility to contact us immediately. If you have any questions relating to this privacy policy or concerns about the way in which we have handled information about you, please send us a detailed message to shareholderservice@wasatchfunds.com or Wasatch Funds, P.O. Box 2172, Milwaukee, WI 53201-2172. We will make every effort to resolve your concerns.
Privacy Policy Changes
Wasatch may change its Privacy Policy from time to time, and in Wasatch’s sole discretion, by posting the revised version on the website and updating the last modified date. Wasatch encourages visitors to frequently check this page for any changes to its Privacy Policy. Your continued use of this website after any change in this Privacy Policy will constitute your acceptance of such change.