COPELAND CAPITAL MANAGEMENT,
At Copeland Capital Management,
protecting your privacy is very important to
us. We want you to understand what information
we collect and how we use it. We collect and
use "non-public private information"
in order to provide our clients with a broad
range of financial services as effectively and
conveniently as possible. We treat non-public
personal information in accordance with our
"Non-public personal information"
is non-public information about you that we
obtain in connection with providing a financial
service or product to you.
WHAT INFORMATION WE COLLECT
AND FROM WHOM WE COLLECT IT
We may collect non-public personal
information about you from the following sources:
are companies with which we share common ownership.
We do not currently have any affiliated companies.
WHAT INFORMATION WE DISCLOSE
AND TO WHOM WE DISCLOSE IT
We restrict access to your
non-public personal information to those employees,
affiliates and independent third parties who
need to know that information in order to provide
products and services to you, or as permitted
by law. As this information is required to manage
your assets, no opt out is available.
OUR SECURITY PROCEDURES
We maintain physical, electronic
and procedural safeguards to protect your non-public
personal information. This includes measures
to protect your information in the course of
For questions concerning our
policy, please contact the Compliance Department
at 484-351-3700, or write to: Copeland Capital
Management, Eight Tower Bridge, 161 Washington
St., Suite 1325, Conshohocken, PA 19428, Attn:
This is for your information
only; no certification is required on your part.