Georgeson wants to make your on-line and mobile experience satisfying and safe. Our aim is to safeguard the privacy and security of your personal information while providing a personalized service that meets your individual preference and needs. At all times we comply with applicable laws and regulations governing the confidentiality and security of information we receive and maintain. We operate websites on behalf of several affiliated companies as listed at the end of this statement.
We process personal information pursuant to service agreements we have in place with our clients who have retained us to provide a variety of services on their behalf, including but not limited to transfer agency, plans administration, class action administration, governance services, etc. The personal information that you or our clients provide to us is used to perform the various services that are described in each service agreement.
What information do we obtain about you, how do we obtain it and what do we use it for?
Georgeson collects personal information through our websites to enable us to provide our on-line and text message services to our clients. When we say personal information, we mean information that is about you or that can help identify you. You may be asked to provide personal information such as your name, address, phone number, Social Security number, date of birth, employee identification number, geolocation data, e-mail address, bank account details, proxy voting preferences and information on your current shareholdings. We use Social Security numbers for many purposes, especially to comply with federal and state laws such as tax laws and anti-money laundering laws. We also may receive personal information about you from a third party authorized by you, such as a company in which you directly own shares, your broker, a class action defendant or another intermediary acting on your behalf.
We may share your information with Georgeson-affiliated companies and with other service providers as necessary to process a transaction or service your account. All such parties will be obligated to maintain the confidentiality and security of the information and, except as may be required by law or governmental regulation, will be prohibited from further disclosing the information except in furtherance of the purposes for which it was disclosed, in which case such further disclosure will be subject to the same confidentiality and security obligations. We will not disclose your personal information to anyone outside these parties or sell to any parties for unsolicited marketing purposes.
Personal information you provide on this site is processed and stored in the United States and may be transferred to, processed and stored in countries outside the United States by Georgeson, its affiliates and service providers, all in accordance with this Privacy Statement. As Georgeson is part of the global Computershare Group, we may also disclose your personal information to overseas entities within the Computershare Group who assist us in supplying our services including through data storage solutions, back-up services and IT support. These entities are generally located in Canada, New Zealand, the United Kingdom and Australia. We may also disclose your personal information to other overseas affiliates and service providers who assist us in supplying our services or who perform functions on our behalf, all in accordance with this Privacy Statement.
Data Collection Technologies / Method Server Logs
In order to improve the quality of our website and services, we may from time to time send you what is known as a "cookie" as permitted by applicable laws and regulations. A cookie is a piece of text that a website transfers to your computer's hard drive. This cookie does not allow Georgeson access to your hard drive, but it assists in identifying, for example, whether you have visited our website on a previous occasion. Only the site that posted the cookie can read it.
Please note that the websites to which this site may be linked may also make use of their own cookies to collect information from you. Most browsers will automatically accept a cookie, but it may be possible to set your browser to notify you prior to a cookie being sent at which point you can accept or reject it.
Additionally, we may collect information through the use of pixels, device IDs and similar technologies. A pixel is a line of code that is used by a website or third party to assign online activities to a computer or browser. The use of a pixel allows websites and us to record, for example, that a user has visited a particular website. Additional information from an earlier period or interaction may be included in the pixel. Currently, Georgeson does not respond to "Do Not Track" signals from browsers.
We may share the information we collect via cookies and Google Analytics with our related entities within the Computershare Group including entities located outside of the United States who assist us in supplying our services including through data storage solutions, back-up services and IT support. These entities are generally located in Canada, New Zealand, the United Kingdom and Australia. We may also disclose it to others if required to do so by law.
Users will only receive text messages if they have provided a mobile phone number and have consented to such service. Text messages will be sent in accordance with the terms of consent and any applicable terms and conditions.
Third Party Collection of Personal Information
Georgeson does not permit third party collection of your personal information on this site. Links to third party websites may be provided on this site for informational or other purposes. Georgeson is not responsible for any personal information you may choose to submit to a third-party website accessed from this site.
Security Precautions to Protect Personal Information
We employ appropriate administrative, technical and physical safeguards designed to protect your personal information and to ensure that it is not accessed by unauthorized persons. Our security procedures may require you to provide proof of identification before we will release personal information to you. This proof may be in addition to any password required to gain access to our online service. Multiple incorrect attempts or invalidation will result in a lockout from the information. We undergo periodic reviews of our security policies and procedures to help ensure that our systems are secure and protected.
We recommend that you never divulge your identification numbers, username, or password to anyone else. You should also never write your password down or store it on your computer and you should make sure you change it regularly. Georgeson will never initiate an email to you requesting your personal information. If you have further questions about Identity Theft, you may find the US Federal Trade Commission website helpful.
Accessing and Updating Your Information
You may request a copy of the information that we hold about you by writing to us at the address below. There may be a small charge for this service unless prohibited by law. We also try to ensure that all information we hold about you is accurate. If you find any inaccuracies we will delete these or correct them promptly, subject to our policies and procedures. Communication with you may be impeded if the information we hold is inadequate or inaccurate.
Additional Information for California Consumers
In addition to the information provided above, if you are a current resident of California, you may have certain rights regarding your personal information. For our clients that meet the definition of a business under the California Consumer Privacy Act (CCPA), Georgeson will assist those clients, to the extent possible, with the fulfillment of their obligations to respond to your requests. These may include, depending on the circumstance, the right to access the personal information that has been collected about you in the past twelve months; delete your personal information; restrict our use of your personal information; and opt-out from the sale of your personal information (if applicable). Georgeson will not discriminate against consumers for exercising their rights under the CCPA. If you would like to discuss or exercise the rights you may have, feel free to contact us via email or mail as described in the section "How to Contact Us".
Additional Information for EU/EEA Residents
In addition to the information provided above, if you are a current resident of an EU/EEA country, you may have certain rights regarding your personal information. Georgeson will assist our data controller clients, to the extent possible, with the fulfillment of their obligations to respond to your requests. These may include, depending on the circumstance, the right to access your personal information; rectify the personal information we hold about you; erase your personal information; restrict our use of your personal information; object to our use of your personal information; receive your personal information in a usable electronic format and transmit it to a third party (also known as the right of data portability); lodge a complaint with your local data protection authority; and withdraw any consent you have given to uses of your personal information. If you would like to discuss or exercise the rights you may have, feel free to contact us via email or mail as described in the next section.
This privacy statement only applies to Georgeson websites and does not apply to any websites from which you may have linked to this website or to any website to which you may link from this website.
How to Contact Us
If you have any questions about this statement, you may contact the Computershare US Privacy Office by email at USCSPrivacy@computershare.com or by mail to:
150 Royall Street
Canton, MA 02021
Attention: US Privacy Office
Changes to Privacy Statement
Georgeson may change this privacy statement from time to time. Each time you visit the website, please see the "Effective Date" to determine if it has been revised since the last time you entered the site. A "Revised" notation will serve as notice to you that a change has been made.
Affiliated Companies Subject to this Statement
Computershare Trust Company, N.A.
Georgeson Securities Corporation
Gilardi & Co., LLC
KCC Class Action Services LLC
Kurtzman Carson Consultants LLC
Computershare Governance Services Inc.
Computershare Inc. (operating through its Computershare Fund Services division)
Revised November 19, 2019