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Privacy Policy Notice
This Privacy Policy Notice discloses the privacy policies of the Columbia Funds, Columbia Acorn Funds, Columbia Variable Series and Wanger Advisor Trust (“Funds”), which are advised, distributed and/or serviced by financial service companies (“Companies”) owned by Ameriprise Financial, Inc. The Companies and the Funds are referred to herein collectively as “we” or “us.”
Protecting your privacy is a top priority
We realize that our ability to offer superior products and services depends on the personal and financial information we collect from you. We value your business and are committed to maintaining your trust. That is why we have made your privacy a top priority.
Information we have and where we get it
We collect information about you from a variety of sources, including:
Information we receive from you on applications or other forms, such as your name, address and phone number; your Social Security number; and your assets, income and other household information
Information about your other transactions with us, our affiliates or others, such as your account balances and transactions history
Information from visitors to our Web sites provided through online forms, site visitorship data and online information-collecting devices known as “cookies”
For more information about what we collect online, including our use of cookies, please visit our Web sites.
We do not solicit personal or financial information from minors without written parental consent, nor do we knowingly market products and services to minors.
How we use this information
Information collected maybe shared with the Companies as part of the ordinary course of providing financial products and services to you, for product development purposes and as otherwise required or permitted by law. We do not share personal customer information with the Companies for any marketing solicitations.
To assist in our business dealings with you, we may also share this information with companies (other than the Companies) that perform services, including marketing services, on our behalf (such as vendors that package and mail our investor statements and marketing research firms that enhance our ability to market our products and services). We do not share your information with mailing list or direct marketing companies. Thus, the information you provide to us will not result in unwanted solicitations from third-party marketers.
Finally, we may share this information with other entities outside of the Companies for the following purposes, including among others:
To respond to a subpoena or court order, judicial process or regulatory inquiry
To report suspicious transactions to government agencies and law enforcement officials
To protect against fraud
To provide products and services with the consent or the direction of a customer
In connection with the proposed or actual sale or merger of all or a portion of a business or operating unit
Except as described above, and except for information we provide to nonaffiliated third parties as otherwise required or permitted by law, we do not share information about you with nonaffiliated third parties.
Security of personal financial information
We restrict access to information about you to those employees we determine need to know that information to provide products and services to you. We maintain physical, electronic and procedural safeguards to protect this information.
If you provide information to us via our Web sites in order to view your account activity or conduct transactions, we use 128-bit SSL encryption security with passwords to ensure a safe transmission of data between you and us. Information you provide is stored and transmitted in a secure environment, accessible only by a select group of people who are given a secure passcode to access the information.
We continuously assess new technology for protecting information and upgrade our systems where appropriate.
Guarding your own information
Identity theft is a serious concern to all of us. Safeguarding information to help protect you from identity theft is our priority. We take steps to protect you from identity theft by:
Using client identification and authentication procedures before initiating transactions
Ensuring our employees are trained to safeguard personal information about you
You can also help protect your identity and accounts. Here are a few things to remember:
- We will never request your account number, login password or Social Security number in either a nonsecure or unsolicited e-mail communication.
- Always shred documents that contain personal information.
- You should check your credit report regularly for unauthorized activity and protect your personal identification numbers (PINs) and personal data.
- Always review your account statements and report any suspicious activity to us immediately.
- When logging onto an Internet site that requires your personal information, check that the URL (Web address) begins with “https.”
- If you think you have been a victim of identity theft or fraud, you may contact the Federal Trade Commission (FTC) to report any incidents and to receive additional guidance on steps you can take to protect yourself. Contact the FTC at www.ftc.gov/idtheft or 1.877.438.4338.
If you have any questions or concerns about this Privacy Policy Notice, please write to us at:
Columbia Management
P.O. Box 8081
Boston, MA 02266-8081
Former customers:
If, for whatever reason, our customer relationship with you ends, we will preserve your information as necessary to comply with applicable laws. The measures we take to protect the privacy of customer information, as described in this Privacy Policy Notice, will continue to apply to you.
We also will comply with more restrictive state laws to the extent they apply.
We reserve the right to change this Privacy Policy Notice, and any of the policies described herein, at any time. The examples contained in this Privacy Policy Notice are illustrations; they are not intended to be exclusive.
On April 30,2010, Ameriprise Financial, Inc., the parent company of RiverSource Investments, LLC, acquired the long-term asset management business of Columbia Management Group, LLC, including certain of its affiliates, which were, prior to this acquisition, part of Bank of America. In connection with the acquisition of the long-term assets, certain clients of Columbia Management Advisors, LLC (including the Columbia Funds) have a new investment adviser, RiverSource Investments, LLC, which is now known as Columbia Management Investment Advisers, LLC. On the same date, Ameriprise Financial also acquired Columbia Wanger Asset Management, L.P. (CWAM). CWAM will continue as the investment adviser for Columbia Acorn and Wanger Funds. For those clients that use the services of a subadviser, those arrangements are continuing unless notified otherwise. RiverSource Fund Distributors, Inc., now known as Columbia Management Investment Distributors, Inc., member FINRA, will act as the principal distributor of the Columbia family of funds, which consists of Columbia, Wanger, Columbia Acorn, RiverSource, Seligman and Threadneedle branded funds. RiverSource Service Corporation, now known as Columbia Management Investment Services Corp., is the transfer agent for the Columbia family of funds.
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