Privacy Statement

Evergreen is committed to protecting your privacy

Evergreen Investments (Evergreen)* is dedicated to protecting your privacy and providing you with the highest level of service. We want you to understand how we gather and may share customer information at Evergreen and the ways we protect that information in everything we do.

How we protect customer information

Keeping financial information secure is our responsibility and our commitment to you.

  • We protect customer information through physical, electronic, contractual and procedural measures that comply with or exceed applicable laws and standards.
  • We train our employees to protect customer information and only authorize access for employees who we believe have a business need for that information. Employees are held accountable by our Code of Conduct and Ethics to properly protect customer information.
  • We maintain policies and procedures that provide for the proper physical security of workspaces and records.
  • We require contractors and other companies that provide services on our behalf to protect information, and we prohibit those companies from using it for any other purpose. We only provide them with information that we believe is necessary to fulfill their responsibilities or to provide a financial service to you.
  • Protecting information about our customers online is an essential part of our service to you. For more information on our Internet security and privacy practices, go to Internet Privacy Policy at EvergreenInvestments.com

If you believe you are a victim of fraud or identity theft, please contact us at 800.343.2898 for assistance, which may include placing holds on your accounts.

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How we gather customer information

We gather information about you to help us to better understand your financial needs and to provide you with more personalized and efficient service.

This information comes from a variety of sources, including:

  • Information you provide to us (such as name, address and telephone number).
  • Information about your transactions with Evergreen Investments (such as account balance and investment history).
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Sharing customer information outside of Evergreen

We do not provide information to companies outside of Evergreen Investments except as outlined below. You do not need to request this confidentiality; it is our standard practice.

We may provide all the information we gather to:

  • Companies that perform business operations for us (such as statement and letter mailings).
  • Others as permitted or required by law (to protect against fraud, for instance, or in response to a subpoena).

Our policies for sharing customer information outside of Evergreen as described above also apply to all of the information we have gathered about former customers of Evergreen.

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How we use customer information

The customer information we gather helps us to better understand your financial needs and to provide you with superior service by offering the right services at the right time. We may use this information among Evergreen and other authorized entities, for the following purposes, among others:

  • To protect your accounts from unauthorized access or fraud.
  • To provide you with the products and services you requested.
  • To service your accounts.
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How to protect yourself

At Evergreen, we’re committed to customer protection, which includes protecting personal information about you as well as providing you with ways to protect yourself.

We recommend that you follow these security measures to protect and help prevent potential misuse of personal information about you:

  • Protect and properly dispose of your account records.
  • Do not share your account information, passwords, user IDs, PINs, code words or other confidential information with others.
  • Do not provide confidential information by telephone to unknown callers.
  • Do not provide confidential information online unless you initiated the contact, know the party with whom you are dealing and provide the information through a secure channel.
  • When conducting business over the Internet, always use a secure browser, exit online applications as soon as you finish using them and make sure you have virus protection and a firewall and update them regularly.
  • Monitor your credit report for accuracy. By law, you are entitled to receive one free credit file disclosure every 12 months from each of the nationwide consumer credit reporting companies. To learn more or request a copy of your credit report, visit annualcreditreport.com or call 877.322.8228.
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If you believe you may be a victim of fraud or identity theft

Contact us at 800.343.2898 or contact your broker to place holds on your accounts.

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How to limit direct marketing from other companies

To reduce the marketing materials you receive from companies other than Evergreen:

  1. Contact the credit reporting industry’s pre-screening opt-out number (888.567.8688) or visit optoutprescreen.com. This will remove your name from all pre-approved credit solicitations.
  2. Add your telephone number to the National Do Not Call Registry. You may either call 888.382.1222 or register online at donotcall.gov. While this will stop many calls, you may still receive calls from businesses where you are a customer.
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Maintaining accurate information

It is important to keep information about your accounts accurate and up to date. If you ever believe that our records contain inaccurate or incomplete information about you, please let us know immediately. We are committed to resolving any inaccuracies as quickly as possible.

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If you have questions, contact us

We welcome the opportunity to answer any questions you may have about this statement or the safeguarding and confidentiality of your information. Please call us at 800.343.2898 to speak to a representative.

*This Privacy Statement explains how we handle and protect information and replaces any Privacy Statements previously provided. The Privacy Statement applies only to consumers who are customers or former customers of Evergreen and have established relationships with Evergreen in the United States. This statement does not apply to institutional investors. The policies and practices described in this Privacy Statement are subject to change, but we will notify you if there are significant changes. This Privacy Statement is issued as of March 2008.

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