Information about your transactions with us
To maintain security of customer information, we restrict access to your personal and account information to persons who need to know that information to provide you with products or services. We maintain physical, electronic and procedural safeguards to guard information.
Allegiant Funds does not disclose nonpublic personal information about you to any third-party companies, except as permitted by federal law. The confidentiality of your nonpublic personal information will continue to be maintained consistent with this privacy notice, even if you decide to close your account(s), your account becomes inactive, or you otherwise cease to do business with us.
Allegiant Funds works with third parties to bring you financial services. We disclose information about you as necessary to fulfill these third-party service agreements. For example, we may disclose information about you to third parties that assist us in servicing or maintaining your mutual fund account, or other business relationship, such as printing checks or providing periodic account statements. We may also disclose information about you to governmental entities, such as sending annual income statements to the IRS.
We may disclose all of the information we collect, as described above, to third parties that perform marketing services on our behalf or to other financial institutions, such as National City and its affiliates, with whom we have joint marketing agreements in order to make a variety of financial services available to you. These third parties must agree to strict confidentiality provisions to assure the protection of your information. Because we already limit the sharing of your nonpublic personal information as outlined above, no action is necessary on your part to ensure this result.
We believe that your privacy should never be compromised. At the same time, we want to offer you the array of financial products and services you need to accomplish your financial goals. We believe we can do both by adhering to the provisions of this privacy notice.