PRIVACY POLICY

we are committed to protecting the privacy of our clients, ensuring that personal information is kept secure and confidential

our privacy policy

WHAT THE POLARIS CAPITAL PRIVACY POLICY EXPLAINS

  • How we handle and protect personal information
  • Protecting the confidentiality of our client information
  • The types of information that we have about our clients and where it comes from
  • How we use information about our clients and why
  • Maintaining client privacy
  • Relationship with Boston Investor Services, Inc.

PROTECTING THE CONFIDENTIALITY OF CLIENT INFORMATION

We consider the privacy and confidentiality of our client information of utmost importance. We do not provide information about current or former clients or their accounts to third parties. We limit access to client accounts to those employees who need to know the information to provide service to you. We provide our Polaris Capital Privacy Policy to our clients when they open a new account and then annually. If we materially change our Polaris Capital Privacy Policy, we will notify you.

INFORMATION WE HAVE ABOUT YOU

We receive information about you from:
  • Your Investment Management Contracts, such as your name and address, social security or taxpayer identification number, net worth or salary information
  • Your transactions with us, such as subscription and redemption amounts and bank wiring information
  • Bank or Brokerage Contacts, such as account information and transactions

HOW WE USE INFORMATION ABOUT YOU

We use the information we have about you strictly for account related transactions and management. We may share information for legal or marketing reasons. This information is disclosed with discretion and limited to:
  • We may share information with regulatory authorities and law enforcement officials who have jurisdiction over us or if we are required to do so by United States or other applicable law.
  • With client permission, we may mention client names as part of marketing information or as references.
  • If required by law, we may provide share positions in public companies.
  • We may provide performance information for groups of portfolios but will not disclose specific client names without your approval.
  • We may share client information with companies under contract to perform services for us on our behalf (such as vendors providing data processing, computer software maintenance and development, transaction processing and marketing services).

HONORING YOUR PRIVACY

We do not disclose to third parties any information that is personally identifiable to you as a client or former client, except as described in this Polaris Capital Privacy Policy. The accuracy and security of your personal information is a priority to us. If you believe that our records are incorrect or if you believe that we have shared your information inappropriately, please contact our compliance officer at (617) 951-0004.

SERVICE PROVIDERS

This policy also applies to the employees of Boston Investor Services, Inc., a service provider for Polaris Capital Management, LLC. Distributed annually to clients of Polaris Capital Management, LLC.

SITE MAP | PRIVACY POLICY

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Polaris Capital Management LLC is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC). Polaris' website provides general information regarding our business along with access to additional investment related information. Material presented is meant for informational purposes only. To the extent that you utilize any financial calculators or links in our website, you acknowledge and understand that the information provided to you should not be construed as personal investment advice from Polaris or any of its investment professionals. For additional information regarding our services, or to receive a hard copy of our firm's disclosure documents (Form ADV Part I and Form ADV Part II), contact client service. You may also obtain these disclosure documents online from the SEC Investment Adviser Public Disclosure (Firm CRD# 106278). (c) 2013-2024 Polaris Capital Management, LLC. All rights reserved.

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IMPORTANT INFO: RETIREMENT CALCULATOR

The retirement calculator is a model or tool intended for informational and educational purposes only, and does not constitute professional, financial or investment advice. This model may be helpful in formulating your future plans, but does not constitute a complete financial plan. We strongly recommend that you seek the advice of a financial services professional who has a fiduciary relationship with you before making any type of investment or significant financial decision. We, at Polaris Capital, do not serve in this role for you. We also encourage you to review your investment strategy periodically as your financial circumstances change.

This model is provided as a rough approximation of future financial performance that you may encounter in reaching your retirement goals. The results presented by this model are hypothetical and may not reflect the actual growth of your own investments. Polaris strives to keep its information and tools accurate and up-to-date.

The information presented is based on objective analysis, but may not be the same that you find at a particular financial institution, service provider or specific product’s site. Polaris Capital and its employees are not responsible for the consequences of any decisions or actions taken in reliance upon or as a result of the information provided by this tool. Polaris is not responsible for any human or mechanical errors or omissions. All content, calculations, estimates, and forecasts are presented without express or implied warranties, including, but not limited to, any implied warranties of merchantability and fitness for a particular purpose or otherwise.

Please confirm your agreement/understanding of this disclaimer.

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