Walden Asset Management - Privacy & Legal

At Boston Trust & Investment Management Company (Boston Trust) one of our most important responsibilities to you, our customer, is the safekeeping of the nonpublic personal information (Information) you have entrusted to us and the use of this Information in a responsible manner. We are providing you with this important notice to inform you of how Boston Trust uses and works to protect your Information. This notice applies to customers who have opened an account or obtained a financial service from us for personal, family or household purposes. It also applies to former customers, and to consumers who have provided confidential information to us but have not entered into a customer relationship with Boston Trust. Federal law gives you the consumer the right to limit some, but not all information sharing. Federal law also requires that we tell you how we collect, share and protect your personal information. We encourage you to read and retain this notice for your personal reference.

Why We Collect Information:

We limit the collection, use and retention of confidential information to what we believe is necessary or appropriate to manage and service your account(s).

How We Collect Information:

Customer information that we collect may come from the following sources:

Applications
Agreements
Other Forms
Third party sources at your request, i.e. your attorney, accountant or consultant
Account transactions with us or other financial institutions such as account balance and investment purchase and/or sale history.

What Information is Collected:

Some of this information includes but is not limited to the following:

Name
Address
Social Security Number
Date of Birth
Financial Information

When We May Disclosure Your Information:

Reasons we may disclose your Information can include:

To our service providers to help us service your account(s). Examples of service providers include trust accounting and tax service providers, insurers, attorneys, and printing and mailing companies
To respond to a subpoena or court order, judicial process, or law enforcement agencies
To our Federal and state regulators and auditors
To protect against or prevent fraud and to manage risk
To a third party you specifically authorize us to share information with

Internet Security Procedures

Any time your visit our website, we may collect and store the name of the domain from which you access the Internet (for example, AOL.com). We may use such information to measure the number of visitors to the site; however, we will not sell or share this information with any third party.

Any message that you send to us over the Internet via e-mail will not be encrypted and consequently, possibly could be intercepted or altered by a third party. Boston Trust does not guarantee the security of information transmitted electronically over the Internet. Boston Trust advises you not to communicate confidential information such as account numbers, Social Security numbers, passwords or other non-public information by e-mail. Boston Trust is not responsible for any loss, injury, or damage, whether direct or indirect, caused by the use of electronic communication.

Frequently Asked Questions

How often does Boston Trust notify clients about their practices?

We must notify you of our information sharing practices and policies when you open an account and each year that you are a client and have an account(s) with Boston Trust.

How does Boston Trust protect your personal information?

To protect 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 also require our vendors by contract to maintain the confidentiality and safeguard of information we provide to them.

Does Boston Trust share client information with outside companies?

Please be assured that we will not share your confidential information with any company or third party outside Boston Trust, except as required or permitted by law, and according to prudent security procedures.

We encourage you to help us protect your information and to keep it accurate. Do not disclose your Social Security number or your account number(s) to anyone unless that person is known by you and has a need to know. Contact us should you feel that someone has gained inappropriate access to your account(s). If you have questions about Boston Trust's privacy policies, please call our Director of Risk Management, Sarah Kelly at (617) 726 – 7049.

Copyright

The contents of Boston Trust & Investment Management Company's website are protected by applicable copyright laws. The contents of this website may not be reproduced, distributed, modified, or transmitted, in whole or in portion, by any means, without written permission from Boston Trust.