Customer Names Proprietary to Financial Institution. (a) All information, including "nonpublic personal information" as that term in defined in Regulation S-P, relating to customers of the Funds and Financial Institution are and shall remain the sole property of the Funds and the Financial Institution and shall not be disclosed to or used by the Funds, the Financial Institution, OGDS, OGA, or their affiliates for any purpose except in the performance of their respective duties and responsibilities under this Agreement and except for servicing and informational mailings relating to the Funds or as permitted by Rule 15 of Regulation S-P. Notwithstanding the foregoing, this Section 5 shall not prohibit the Financial Institution, the Funds, OGDS, OGA, or any of their affiliates from utilizing the names of customers of Financial Institution, the Funds, OGDS, OGA, or any of their affiliates for any purpose if the names are obtained in any manner other than from Financial Institution pursuant to this Agreement.
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Samples: Sales and Service Agreement (One Group Mutual Funds), Sales and Service Agreement (One Group Mutual Funds), Sales and Service Agreement (One Group Mutual Funds)
Customer Names Proprietary to Financial Institution. (a) All information, including "nonpublic personal information" as that term in defined in Regulation S-P, relating to customers of the Funds Fund and Financial Institution are and shall remain the sole property of the Funds Fund and the Financial Institution and shall not be disclosed to or used by the FundsFund, the Financial Institution, OGDS, OGA, or their affiliates for any purpose except in the performance of their respective duties and responsibilities under this Agreement and except for servicing and informational mailings relating to the Funds Fund or as permitted by Rule 15 of Regulation S-P. Notwithstanding the foregoing, this Section 5 shall not prohibit the Financial Institution, the FundsFund, OGDS, OGA, or any of their affiliates from utilizing the names of customers of Financial Institution, the FundsFund, OGDS, OGA, or any of their affiliates for any purpose if the names are obtained in any manner other than from Financial Institution pursuant to this Agreement.
Appears in 1 contract
Customer Names Proprietary to Financial Institution. (a) All information, including "“nonpublic personal information" ” as that term in defined in Regulation S-P, relating to customers of the Funds and Financial Institution are and shall remain the sole property of the Funds and the Financial Institution and shall not be disclosed to or used by the Funds, the Financial Institution, OGDS, OGA, or their affiliates for any purpose except in the performance of their respective duties and responsibilities under this Agreement and except for servicing and informational mailings relating to the Funds or as permitted by Rule 15 of Regulation S-P. Notwithstanding the foregoing, this Section 5 shall not prohibit the Financial Institution, the Funds, OGDS, OGA, or any of their affiliates from utilizing the names of customers of Financial Institution, the Funds, OGDS, OGA, or any of their affiliates for any purpose if the names are obtained in any manner other than from Financial Institution pursuant to this Agreement.
Appears in 1 contract
Samples: Mutual Fund Sales and Service Agreement (One Group Mutual Funds)