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

This privacy policy applies to individuals, and we reserve the right to change any or all of the principles, along with related provisions, at any time. You trust us with your financial and other personal information; we in turn are committed to respect your privacy and safeguard that information. By adhering to the practices described in this brochure, we affirm our continuing commitment to protecting your privacy.


Polaris Global Value Fund (the “Fund”) collects only relevant information about you that the law allows or requires us to have in order to conduct our business and properly service you. We collect non-public financial and other personal information about you from the following sources (“Personal Information”):

  • Information you provide on applications or other forms (for example, your name, address, social security number and birth date)
  • Information derived from your transactions with us (for example, transaction amount, account balance and account number
  • Information you provide to us if you access account information or conduct account transactions online (for example, password, account number, e-mail address, alternate telephone number)


We maintain physical, electronic and procedural safeguards to protect your Personal Information, and we continually assess new technology with the aim of adding new safeguards to those we have in place.


We do not sell Personal Information about current or former customers or their accounts to any third parties. Further, we have policies and procedures intended to prevent the disclosure of such information to third parties unless necessary to support the operations and administration of the Fund, the Fund’s compliance with applicable laws and regulations, or as otherwise permitted by law.

Those who may receive Personal Information include companies that provide services to the Fund, such as transfer agency, technology and administrative services, as well as the investment adviser who is an affiliate of the Fund (collectively, “Service Providers”).


We limit access to Personal Information to only those employees of the Service Providers with a business reason to know such information.


We strive to keep our records of your Personal Information accurate, and we take immediate steps to correct errors. If there are any inaccuracies in your statements or in any other communications from us, please contact us or contact your investment professional.


We are firmly committed to protecting our shareholders’ personal and financial information online. The following guidelines are designed to help you understand how we gather, use and protect that personal and financial information.


We do not collect any personal information online. We do not give out your personal information unless we are authorized or permitted to do so. We do not sell your personal information to any third parties. You may browse our web site anonymously, and we will not collect personal information such as your e-mail address. In order to evaluate the usefulness of our site, we also gather and analyze data regarding usage of the site, such as domain name, number of hits, pages visited and length of user session.


What is a cookie? A cookie is a small piece of information placed on your computer by the Web site you are visiting. It allows the Web site to “remember” or “recognize” your computer during subsequent visits. Although different Web sites use cookies for different purposes, one important function is to allow a site to personalize your experience. For example, a cookie can be used to designate start pages within a site, or to indicate an area of interest to you on a Web site. Web sites may use two types of cookies. Temporary cookies are stored on your computer only during your browsing session, and are automatically deleted from your computer when you close your browser. Permanent cookies are stored on your computer and are not deleted when you close your browser. Permanent cookies retain your preferences for a particular Web site, allowing those preferences to remain for future browsing sessions. We do not use cookies on this Web site.


We preserve the content of your e-mail, your e-mail address and our response so that we can more efficiently handle any follow-up questions you may have and to meet legal and regulatory requirements. It is important to understand that regular non-encrypted Internet e-mail is not secure. Some Fund-related Internet e-mail addresses are provided, but these are for information inquiries of a non-sensitive and non-confidential nature.

We strongly urge you not to send confidential information such as social security or account numbers to us via a non-secure e-mail address. Because our e-mail response back to you would not be secure, we will not include confidential account information in an e-mail response. You may also contact us by phone, fax or U.S. mail.


This Web site may contain hyperlinks that enable you to visit other sites. Other sites may have hyperlinks to this site. You should be aware that Web sites linking to and from this site may have different privacy practices than ours. It is assumed that visitors to our site will read the privacy statements of this and other Web sites they visit. However, our privacy statement applies solely to information contained on this Web site. Because we cannot control information on other Internet sites, we are not responsible for the content of sites linked to or from this Web site nor for the privacy policies given on those sites.


You can count on us to keep you informed about the procedures and the technology we use to protect your privacy and limit the sharing of information you provide to us, whether in a mailed application, over the phone or through the Internet.

This is our policy as of May 2010. This privacy policy applies to individuals, and we reserve the right to change any or all of the principles, along with related provisions, at any time. Issued by the Polaris Global Value Fund. Atlantic Fund Services, LLC., IRA Custodian