Privacy Notice

Last Updated November 23, 2021

Eventide Asset Management, LLC (“Eventide”) March 2018

FACTS WHAT DOES EVENTIDE DO WITH YOUR PERSONAL INFORMATION?
Why? Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some, but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What? The types of personal information we collect and share depends on the product or service that you have or may be seeking with us. This information can include:

  1. Social security number and wire transfer instructions
  2. Account transactions and transaction history
  3. Investment experience, and/or investment preferences or purchase history

When you are no longer our customer, we continue to share your information as described in this notice.
How? All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Eventide chooses to share; and whether you can limit this sharing.
Reasons we can share your personal information: Does Eventide share your personal information? Can you limit this sharing?
For our everyday business purposes, such as sharing with service providers to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus. YES NO
For our marketing purposes with our service providers to offer our products and services to you. YES NO1
For joint marketing with other financial companies. NO WE DON’T SHARE
For our affiliates’ everyday business purposes – information about your transactions and records. NO WE DON’T SHARE
For our affiliates’ everyday business purposes – information about your credit worthiness. NO WE DON’T SHARE
For our affiliates to market to you. NO WE DON’T SHARE
For non-affiliates to market to you. NO WE DON’T SHARE
  1. For Eventide’s marketing purposes we share information that we collect when you use the Eventide website. You may opt-out of sharing this information by updating settings on your web browser (e.g., disabling cookies or by using the ‘Unsubscribe’ button as available in communications from us). For more information about how Eventide manages your information when you engage with us on the website, please read our Online Privacy Policy.
What we do:
How does Eventide protect my personal information? To protect your 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 business locations.
Our service providers are held accountable for adhering to strict policies and procedures to prevent any misuse of your nonpublic personal information.
How does Eventide collect my personal information? We collect your personal information, for example, when you:

  1. Open an account or deposit money
  2. Direct us to buy securities or direct us to sell your securities
  3. Seek advice about investments
  4. Use the Eventide website

We also collect your personal information from others, such as credit bureaus, affiliates, or other companies.
Why can’t I limit all sharing? Federal law gives you the right to limit only:

  1. Sharing for affiliates’ everyday business purposes – information about creditworthiness.
  2. Affiliates from using your information to market to you.
  3. Sharing for non-affiliates to market to you.

State laws may give you additional rights to limit sharing.
Definitions
Affiliates Companies related by common ownership or control. They can be financial and non-financial companies.

  • Eventide does not have any affiliates.
Non-affiliates Companies not related by common ownership or control. They can be financial and non-financial companies.

  • Eventide does not share with non-affiliates so they can market to you.
Joint marketing A formal agreement between non-affiliated financial companies that together market financial products or services to you.

  • Eventide does not jointly market.
Questions? Call Eventide at 1-877-771-3836