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Westcore
Funds is committed to protecting the confidentiality and security
of your private investment records and personal information.
Our policies and procedures are designed to safeguard your
information and to only permit appropriate and authorized
access to and use of this information.
In order to carry out the functions necessary
to service your investment account, our service providers
collect certain nonpublic personal information from you from
the following sources:
* Information we receive from you over the telephone
and on applications or other forms
(e.g., your name, Social Security number and address); and
* Information about your transactions with Westcore
Funds.
We restrict access to your personal and account
information to those service providers and their
employees who need to know that information to service your
account. Westcore Funds may also share all the information
that we collect (as described above) with our affiliate, Denver
Investment Advisors LLC, who may suggest additional Westcore
services or other investment products which may be of interest
to you. Our service providers and affiliate maintain physical,
electronic, and procedural safeguards that comply with federal
standards to guard your nonpublic personal information.
You can be assured that Westcore Funds considers your data
to be private and confidential, and we will not disclose any
nonpublic personal information about you to any unaffiliated
third parties, except as permitted by law. If you decide to
close your account(s) or become an inactive customer, we will
adhere to the privacy policies and practices as described
in this notice.
If you have any questions or comments about
our privacy practices, please call us at 1-800-392-CORE (2673)
or email us at invest@westcore.com.
View
a PDF version of this document here.
An investor should consider
investment objectives, risks, charges and expenses of the
Fund(s) carefully before investing. Click here for a prospectus,
which contains this and other important information. Please
read the prospectus carefully before investing.
Westcore Funds are
distributed by ALPS Distributors, Inc. |
