Privacy
What do we do with your personal information?
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.
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
- Social Security Numbers
- Names, Addresses and Telephone numbers
- Account Balances
- Account Transactions
- Transaction History
- Information regarding your investments in the Pear Tree Mutual Funds
- Other account information
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 reason Pear Tree chooses to share and whether you can limit this sharing.
Reasons we can share your personal information
- For our everyday business purposes such as to process your transaction,
- Maintain your account(s)
- Respond to court orders and legal investigations
- Report to credit bureaus
Reasons do not share your personal information
- For our marketing purposes
- To offer our products and services to you No We don't share
- For joint marketing with other financial companies No We don't share
- For our affiliates’ everyday business purposes
- Information about your transactions and experiences No We don't share
- For our affiliates’ everyday business purposes
- Information about your creditworthiness No We don't share
- For non-affiliates to market to you No We don't share
Questions? Call 1-800-326-2151
Who is providing this notice?
Pear Tree Advisors, Inc. and its Affiliates (collectively “Pear Tree”). Our affiliates include the following entities:
- Pear Tree Advisors, Inc.
- Pear Tree Funds
- Pear Tree Partners, LP
- U.S. Boston Capital Corporation
- We do not share information among our affiliates for marketing purposes.
What we do
How does Pear Tree protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These include computer safeguards and secured files and buildings.
How does Pear Tree collect my personal information? We collect your personal information, for example, when you:
- Open an account
- Send us a check or wire
- Provide account information
- Give us your contact information
- Transfer assets from another firm
Why can’t I limit all sharing? Federal law gives you the right to limit some but not all sharing related to:
- Affiliates’ everyday business purposes – information about your creditworthiness
- Affiliates from using your information to market to you
- Non-affiliates to market to you
- State laws and individual companies may give you additional rights to limit sharing.
Definitions
- Affiliates: Companies related by common ownership or control. They can be financial and nonfinancial companies. Pear Tree does not share your information with affiliates to enable their marketing efforts.
- Non-affiliates: Companies not related by common ownership or control. They can be financial and nonfinancial companies. Pear Tree does not share with non-affiliates to enable their marketing efforts.
- Joint marketing: Joint marketing A formal agreement between non-affiliated financial companies that together market financial products or services to you. Pear Tree does not participate in joint marketing efforts
The Pear Tree family of affiliated companies includes U.S. Boston Capital Corporation which is a member of FINRA/SIPC.
- Not FDIC/NCUA Insured
- Not Bank/Credit Union Guaranteed
- May Lose Value
- Not Guaranteed by Any Government Agency
- Not a Bank/Credit Union Deposit