Privacy
Online Privacy Policy
At Carpenter, we appreciate your trust and confidence in us and are committed to protecting your personal information. This Privacy Statement describes the information we may collect, the information we may share, and the standards we follow to protect your personal information.
This Online Privacy Policy is effective as of [May 6, 2011]. Any changes or modifications we may make will be posted on this page. We reserve the right, at any time, and without notice, to add to, change, modify or update this Online Privacy Policy by posting a revised policy on the Carpenter website (the “Site”). Any revised Online Privacy Policy shall be effective immediately upon posting.
Information We Collect When You Visit Our Website
This policy applies to information submitted to and collected from the Carpenter website (the “Site”). If you are one of our partners or investors and are viewing information specific to your investment in one of the Carpenter Funds, you will be directed to a third-party site that will ask you for your User ID and password for security reasons to prevent access by unauthorized persons.
Visitors to the Site may choose to sign up for electronic delivery of Carpenter publications or contact Carpenter using links available on the Site. In such instances, a visitor’s information may be collected as part of the process of sending the email to us.
The Site uses “cookies” technology, through which small amounts of data are sent to your computer from our web server and stored on your computer’s hard drive. Cookies provide us the capability to monitor the use of the Site so we can continually improve the design and functionality to better serve you. This technology does not provide us with any information about your name, address, phone number, email address, or any other personally identifiable information.
Information We May Share
At times, Carpenter may make information available to affiliated third parties that are related by common ownership or control and non-affiliated third parties as requested by you, or otherwise when required or permitted by law. Any third party to whom Carpenter may forward information will have a privacy policy that is comparable to this Online Privacy Policy.
Safeguarding Your Information
We are committed to preventing others from authorizing access to your nonpublic personal information. We restrict access to nonpublic personal information about you to those of our employees who need to know that information in the course of their job responsibilities. We maintain physical, electronic and procedural safeguards to protect your information.
Access to Third Party Websites
The Site may include links to websites controlled and maintained by third parties. We provide these links as a convenience for you. We do not have control over these websites, and we assume no liability or responsibility for such sites, the content contained therein, or the manner in which any information collected on such sites is used. This Privacy Policy does not govern the use of information collected on third party websites.
No Offer of Securities
The Site contains general information about Carpenter and its affiliates. The Site is not an offer to sell or a solicitation to subscribe for any security or other interest in any investment product. Nothing on the Site is an offer or solicitation to buy or sell any security. Nothing on the Site is a recommendation that you purchase, sell or hold any security or other investment.
Transfer in the Event of Sale or Change of Control
If the ownership of all or substantially all of our business changes or we otherwise transfer assets relating to our business or the Site to a third party, we may transfer your personal information to the new owner to be used consistent with this Online Privacy Policy. In such a case, your information would remain subject to the promises made in the applicable privacy policy.
Questions or Comments
Please direct any questions or comments you may have regarding this Online Privacy Policy to privacy@carpentercompany.com.



