Data Protection. The Administrator shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trust’s shareholders, employees, directors and/or officers that the Administrator receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 37 contracts
Samples: Administration Agreement (WisdomTree Bitcoin Fund), Administration Agreement (WisdomTree Coal Fund), Administration Agreement (PFM Multi-Manager Series Trust)
Data Protection. The Administrator shall Transfer Agent will implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trust’s shareholders, employees, directors and/or officers that the Administrator Transfer Agent receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s drivers license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 23 contracts
Samples: Transfer Agency and Service Agreement (Putnam ETF Trust), Transfer Agency and Service Agreement (Elevation ETF Trust), Transfer Agency and Service Agreement (Calamos ETF Trust)
Data Protection. The Administrator shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trusteach Fund’s shareholders, employees, directors and/or officers that the Administrator receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 19 contracts
Samples: Administration and Fund Accounting Services Agreement (BlackRock Science & Technology Trust), Administration and Fund Accounting Services Agreement (BlackRock 2037 Municipal Target Term Trust), Administration and Fund Accounting Services Agreement (Blackrock Municipal Income Trust Ii)
Data Protection. The Administrator shall Transfer Agent will implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trust’s shareholders, employees, directors and/or officers that the Administrator Transfer Agent receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 12 contracts
Samples: Transfer Agency and Service Agreement (Aberdeen Standard Investments ETFs), Agency and Service Agreement (X-Square Series Trust), Transfer Agency and Service Agreement (Elevation Series Trust)
Data Protection. The Administrator shall State Street will implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trust’s shareholders, employees, directors and/or officers that the Administrator Transfer Agent receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 11 contracts
Samples: Transfer Agency and Service Agreement (BlackRock Funds III), Transfer Agency and Service Agreement (John Hancock GA Senior Loan Trust), Transfer Agency and Service Agreement (PFM Multi-Manager Series Trust)
Data Protection. The Administrator State Street shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trust’s shareholders, employees, directors and/or officers that the Administrator State Street receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 7 contracts
Samples: Service Agreement (UBS Series Funds), Administration Agreement (Arbitrage Funds), Service Agreement (Ubs Funds)
Data Protection. The Administrator shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the TrustCompany’s shareholders, employees, directors and/or officers that the Administrator receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 5 contracts
Samples: Administration Agreement (Goldman Sachs BDC, Inc.), Administration Agreement (Calvert Responsible Index Series, Inc.), Administration Agreement (Goldman Sachs Private Middle Market Credit LLC)
Data Protection. The Administrator shall Transfer Agent will implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trust’s shareholders, employees, directors trustees and/or officers that the Administrator Transfer Agent receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s drivers license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 5 contracts
Samples: Transfer Agency and Service Agreement (John Hancock Exchange-Traded Fund Trust), Transfer Agency and Service Agreement (AltShares Trust), Transfer Agency and Service Agreement (Natixis ETF Trust II)
Data Protection. The Administrator shall State Street will implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trust’s shareholders, employees, directors and/or officers that the Administrator Transfer Agent receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s drivers license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 5 contracts
Samples: Transfer Agency and Service Agreement (SSgA Master Trust), Transfer Agency and Service Agreement (SSgA Active ETF Trust), Transfer Agency and Service Agreement (Babson Capital Funds Trust)
Data Protection. The Administrator shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trusta Company’s shareholders, employees, directors directors, managers and/or officers that the Administrator receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 5 contracts
Samples: Administration Agreement (Partners Group Next Generation Infrastructure LLC), Master Administration Agreement (Partners Group Private Equity (TEI), LLC), Administration Agreement (Partners Group Growth, LLC)
Data Protection. The Administrator shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trust’s Trusts’ shareholders, employees, directors and/or officers that the Administrator receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 5 contracts
Samples: Master Administration Agreement (Fpa Funds Trust), Master Administration Agreement (Fpa New Income Inc), Master Administration Agreement (Fpa Perennial Fund Inc)
Data Protection. The Administrator shall Transfer Agent will implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trust’s Companies’ shareholders, employees, directors directors, managers and/or officers that the Administrator Transfer Agent receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s drivers license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 4 contracts
Samples: Transfer Agency and Service Agreement (Partners Group Private Equity, LLC), Transfer Agency and Service Agreement (Partners Group Private Equity (Master Fund), LLC), Transfer Agency and Service Agreement (Partners Group Private Equity (Institutional TEI), LLC)
Data Protection. The Administrator shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trust’s Trusts’ shareholders, employees, directors and/or officers that the Administrator receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 4 contracts
Samples: Master Administration Agreement (Pyxis Funds Ii), Master Administration Agreement (Highland Global Allocation Fund Ii), Master Administration Agreement (Highland Global Allocation Fund)
Data Protection. The Administrator shall will implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trust’s shareholders, employees, directors and/or officers that the Administrator receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s drivers license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.;
Appears in 4 contracts
Samples: Form of Administration Agreement (SSgA Master Trust), Administration Agreement (SSgA Active ETF Trust), Administration Agreement (SSgA Master Trust)
Data Protection. The Administrator shall Transfer Agent will implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trusteach Fund’s shareholdersShareholders, employees, directors and/or officers that the Administrator Transfer Agent receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s drivers license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 4 contracts
Samples: Transfer Agency and Service Agreement (Global Equity Long/Short Master Fund), Transfer Agency and Service Agreement (Global Equity Long/Short Master Fund), Transfer Agency and Service Agreement (Morgan Creek Global Equity Long/Short Fund)
Data Protection. The Administrator shall Transfer Agent will implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trust’s 's shareholders, employees, directors and/or officers that the Administrator Transfer Agent receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “"personal information” " shall mean (i) an individual’s 's name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s drivers license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s 's account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s 's account. Notwithstanding the foregoing “"personal information” " shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 4 contracts
Samples: Transfer Agency and Service Agreement (Principal Exchange-Traded Funds), Transfer Agency and Service Agreement (Renaissance Capital Greenwich Funds), Transfer Agency and Service Agreement (Davis Fundamental ETF Trust)
Data Protection. The Administrator shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the TrustCompany’s shareholders, employees, directors and/or officers that the Administrator receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s drivers license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 3 contracts
Samples: Administration Agreement (Advantus Series Fund Inc), Administration Agreement (Massmutual Premier Funds), Administration Agreement (Massmutual Select Funds)
Data Protection. The Administrator shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trusteach Company’s shareholdersunitholders, employees, directors managers and/or officers that the Administrator receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 3 contracts
Samples: Administration Agreement (Goldman Sachs Private Markets Fund 2018 (A) LLC), Administration Agreement (Goldman Sachs Private Markets Fund 2018 (B) LLC), Administration Agreement (Goldman Sachs Private Markets Fund 2018 LLC)
Data Protection. The Administrator shall State Street will implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the TrustCompany’s shareholders, employees, directors and/or officers that the Administrator Transfer Agent receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing foregoing, “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 3 contracts
Samples: Transfer Agency and Service Agreement (New Mountain Guardian IV BDC, L.L.C.), Transfer Agency and Service Agreement (New Mountain Guardian IV Unlevered BDC, L.L.C.), Transfer Agency and Service Agreement (Varagon Capital Corp.)
Data Protection. The Administrator shall will implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trust’s and the Funds’ shareholders, employees, directors and/or officers that the Administrator receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security Social Security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 2 contracts
Samples: Administration Agreement (AccuShares Commodities Trust I), Administration Agreement (AccuShares Commodities Trust I)
Data Protection. The Administrator shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the TrustFund’s shareholders, employees, directors and/or officers that the Administrator receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.”
Appears in 2 contracts
Samples: Administration Agreement (Lazard Global Total Return & Income Fund Inc), Administration Agreement (Lazard Funds Inc)
Data Protection. The Administrator shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trusteach Company’s shareholders, employees, directors and/or officers that the Administrator receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 2 contracts
Samples: And Accounting Agreement (Alcentra Capital Corp), Administration and Accounting Agreement (Credit Suisse Park View BDC, Inc.)
Data Protection. The Administrator shall Transfer Agent will implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trust’s shareholders, shareholders and employees, directors and/or officers of the Trustee that the Administrator Transfer Agent receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s drivers license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 2 contracts
Samples: Transfer Agency and Service Agreement (SPDR Dow Jones Industrial Average Etf Trust), Transfer Agency and Service Agreement (SPDR S&p 500 Etf Trust)
Data Protection. The Administrator shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the TrustFund’s shareholders, employees, directors trustees and/or officers that the Administrator receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing foregoing, “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 2 contracts
Samples: Administration Agreement (Dfa Investment Trust Co), Administration Agreement (Dimensional Emerging Markets Value Fund)
Data Protection. The Administrator Transfer Agent shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the TrustCompany’s shareholders, employees, directors and/or officers that the Administrator Transfer Agent receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s drivers license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 2 contracts
Samples: Transfer Agency and Service Agreement (Massmutual Select Funds), Transfer Agency and Service Agreement (Massmutual Premier Funds)
Data Protection. The Administrator shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the TrustCompany’s shareholdersequityholders, employees, directors and/or officers that the Administrator receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 2 contracts
Samples: Administration Agreement (Goldman Sachs Middle Market Lending LLC II), Administration Agreement (Goldman Sachs Private Middle Market Credit II LLC)
Data Protection. The Administrator shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trust’s shareholders, employees, directors and/or officers that the Administrator receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s drivers license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 2 contracts
Samples: Administration Agreement (AllianceBernstein Multi-Manager Alternative Fund), Administration Agreement (AB Multi-Manager Alternative Fund)
Data Protection. The Administrator shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the TrustFund’s shareholders, employees, directors and/or officers that the Administrator receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 2 contracts
Samples: Form of Administration Agreement (CION Ares Diversified Credit Fund), Administration Agreement (Ares Multi-Strategy Credit Fund, Inc.)
Data Protection. The Administrator shall Transfer Agent will implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the each Trust’s shareholders, employees, directors and/or officers that the Administrator Transfer Agent receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s drivers license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 2 contracts
Samples: Master Transfer Agency and Service Agreement (Hartford Funds Exchange-Traded Trust), Master Transfer Agency and Service Agreement (Hartford Funds NextShares Trust)
Data Protection. The Administrator shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the TrustFund’s shareholdersequityholders, employees, directors and/or officers that the Administrator receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 2 contracts
Samples: Amended and Restated Administration Agreement (Goldman Sachs Private Credit Fund LLC), Administration Agreement (Phillip Street Middle Market Lending Fund LLC)
Data Protection. The Administrator shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trust’s shareholders, employees, directors and/or officers that the Administrator receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.. Information Classification: Limited Access
Appears in 2 contracts
Samples: Administration Agreement (Calamos Strategic Total Return Fund), Administration Agreement (Calamos Dynamic Convertible & Income Fund)
Data Protection. The Administrator shall Transfer Agent will implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the TrustCompany’s shareholders, employees, directors and/or officers that the Administrator Transfer Agent receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s drivers license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 2 contracts
Samples: Transfer Agency and Service Agreement (Fidelity Wise Origin Bitcoin Fund), Transfer Agency and Service Agreement (Fidelity Wise Origin Bitcoin Fund)
Data Protection. The Administrator shall Transfer Agent will implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trusteach Fund’s shareholdersShareholders, employees, directors and/or officers that the Administrator Transfer Agent receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 2 contracts
Samples: Form of Master Transfer Agency and Service Agreement (Private Advisors Alternative Strategies Master Fund), Form of Master Transfer Agency and Service Agreement (Private Advisors Alternative Strategies Fund)
Data Protection. The Administrator shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the TrustFund’s shareholders, employees, directors and/or officers that the Administrator receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing foregoing, “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 2 contracts
Samples: Administration Agreement (Dfa Investment Dimensions Group Inc), Administration Agreement (Dimensional Investment Group Inc)
Data Protection. The Administrator shall Transfer Agent will implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the TrustCompany’s shareholders, employees, directors directors, managers and/or officers that the Administrator Transfer Agent receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s drivers license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 1 contract
Samples: Transfer Agency and Service Agreement (Partners Group Private Income Opportunities, LLC)
Data Protection. The Administrator shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trust’s each Fund's shareholders, employees, directors and/or officers that the Administrator receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “"personal information” " shall mean (i) an individual’s 's name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s 's license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s 's account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s 's account. Notwithstanding the foregoing “"personal information” " shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 1 contract
Samples: Accounting Services Agreement (BlackRock Credit Strategies Fund)
Data Protection. The Administrator shall State Street will implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the TrustFund’s shareholders, employees, directors and/or officers that the Administrator Transfer Agent receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 1 contract
Samples: Transfer Agency and Service Agreement (Ohio National Fund Inc)
Data Protection. The Administrator Bank shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trust’s shareholders, employees, directors and/or officers that the Administrator receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 1 contract
Data Protection. The Administrator shall will implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trustany Fund’s shareholders, employees, directors and/or officers that the Administrator receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 1 contract
Data Protection. The Administrator Service Provider shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trust’s shareholders, employees, directors and/or officers that the Administrator Service Provider receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 1 contract
Samples: Services Agreement (Weitz Funds)
Data Protection. The Administrator Bank shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the TrustFund’s shareholders, employees, directors and/or officers that the Administrator Bank receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.”
Appears in 1 contract
Data Protection. The Administrator shall State Street will implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trust’s shareholdersMembers, Client's employees, directors managers and/or officers that the Administrator Transfer Agent receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing foregoing, “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 1 contract
Samples: Transfer Agency and Service Agreement (Partners Group Next Generation Infrastructure LLC)
Data Protection. The Administrator shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the TrustCompany’s shareholders, employees, directors directors, managers and/or officers that the Administrator receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 1 contract
Samples: Administration Agreement (Partners Group Private Income Opportunities, LLC)
Data Protection. The Administrator shall State Street will implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the TrustMembers, Client’s shareholders, employees, directors managers and/or officers that the Administrator Transfer Agent receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing foregoing, “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 1 contract
Samples: Transfer Agency and Service Agreement (Partners Group Growth, LLC)
Data Protection. The Sub-Administrator shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the TrustCompany’s shareholdersstockholders, employees, directors and/or officers that the Administrator receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 1 contract
Samples: Sub Administration and Accounting Agreement (NexPoint Capital, Inc.)
Data Protection. The Administrator shall State Street will implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trust’s 's shareholders, employees, directors and/or officers that the Administrator Transfer Agent receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “"personal information” " shall mean (i) an individual’s 's name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s drivers license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s 's account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s 's account. Notwithstanding the foregoing “"personal information” " shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 1 contract
Samples: Transfer Agency and Service Agreement (O'Connor Fund of Funds: Masters)
Data Protection. The Administrator State Street shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the TrustFund’s shareholders, employees, directors and/or officers that the Administrator State Street receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 1 contract
Samples: Fund Accounting and Support Services Agreement (Thornburg Investment Trust)
Data Protection. The Administrator shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trust’s shareholders, employees, directors and/or officers that the Administrator receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.. Information Classification: Limited Access Syntax ETF Trust - Meeting of the Board of Trustees - Annual Approval of Amendment to Administration Agreement and Amendment
Appears in 1 contract
Data Protection. The Administrator shall State Street will implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the TrustCompany’s shareholders, employees, directors and/or officers that the Administrator Transfer Agent receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 1 contract
Samples: Master Transfer Agency and Service Agreement (BlackRock Private Credit Fund)
Data Protection. The Administrator shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information Personal Information, including Personal Information of the each Trust’s shareholders, employees, directors and/or officers that the Administrator receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 1 contract
Samples: Administration Agreement (Calamos-Avenue Opportunities Fund)
Data Protection. The Administrator shall Custodian will implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the TrustFund’s shareholders, employees, directors and/or officers that the Administrator Custodian receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s drivers license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.. EXECUTION VERSION SIGNATURE PAGE
Appears in 1 contract
Samples: Master Custodian Contract (Russell Exchange Traded Funds Trust)
Data Protection. The Administrator shall State Street will implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the TrustCompany’s shareholdersUnitholders, employees, directors and/or officers that the Administrator Transfer Agent receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing foregoing, “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 1 contract
Samples: Transfer Agency and Service Agreement (New Mountain Guardian IV Income Fund, L.L.C.)
Data Protection. The Administrator shall State Street will implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the TrustCompany’s shareholders, employees, directors and/or officers that the Administrator Transfer Agent receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s drivers license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 1 contract
Samples: Transfer Agency and Service Agreement (Franklin Templeton ETF Trust)
Data Protection. The Administrator Transfer Agent shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trust’s shareholdersShareholders, employees, directors and/or officers that the Administrator Transfer Agent receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 1 contract
Samples: Transfer Agency and Service Agreement (Ares Multi-Strategy Credit Fund, Inc.)
Data Protection. The Administrator shall TA will implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trust’s shareholders, employees, directors and/or officers that the Administrator TA receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s drivers license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 1 contract
Samples: Transfer Agency and Service Agreement (Russell Exchange Traded Funds Trust)
Data Protection. The Administrator shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trust’s shareholders, employees, directors and/or officers that the Administrator receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first Information Classification: Limited Access initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 1 contract
Data Protection. The Administrator shall Transfer Agent will implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trust’s 's shareholders, employees, directors trustees and/or officers that the Administrator Transfer Agent receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “"personal information” " shall mean (i) an individual’s 's name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s drivers license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s 's account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s 's account. Notwithstanding the foregoing “"personal information” " shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 1 contract
Samples: Transfer Agency and Service Agreement (USAA ETF Trust)
Data Protection. The Administrator shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trust’s 's shareholders, employees, directors trustees and/or officers that the Administrator receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “"personal information” " shall mean (i) an individual’s 's name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s 's license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s 's account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s 's account. Notwithstanding the foregoing “"personal information” " shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 1 contract
Samples: Administration Agreement (O'Connor Fund of Funds: Masters)
Data Protection. a. The Administrator shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trust’s 's shareholders, employees, directors Trustees and/or officers that the Administrator receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “"personal information” " shall mean (i) an individual’s 's name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s 's license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s 's account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s 's account. Notwithstanding the foregoing “"personal information” " shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 1 contract
Samples: Administration Agreement (State Street Navigator Securities Lending Trust)
Data Protection. The Administrator Bank shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the TrustFund’s shareholders, employees, directors and/or officers that the Administrator Bank receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s drivers license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.”
Appears in 1 contract
Data Protection. The Administrator Bank shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trust’s shareholders, employees, directors and/or officers that the Administrator Bank receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 1 contract
Data Protection. The Administrator shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the TrustCorporation’s shareholders, employees, directors and/or officers that the Administrator receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
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Data Protection. The Administrator shall State Street will implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the a Trust’s shareholders, employees, directors and/or officers that the Administrator Transfer Agent receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “personal information” shall mean (i) an individual’s name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s account. Notwithstanding the foregoing “personal information” shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made available to the general public.
Appears in 1 contract
Samples: Master Transfer Agency and Service Agreement (Carlyle Select Trust)
Data Protection. The Administrator shall implement and maintain a comprehensive written information security program that contains appropriate security measures to safeguard the personal information of the Trust’s 's shareholders, employees, directors and/or officers that the Administrator receives, stores, maintains, processes or otherwise accesses in connection with the provision of services hereunder. For these purposes, “"personal information” " shall mean (i) an individual’s 's name (first initial and last name or first name and last name), address or telephone number plus (a) social security number, (b) driver’s 's license number, (c) state identification card number, (d) debit or credit card number, (e) financial account number or (f) personal identification number or password that would permit access to a person’s 's account or (ii) any combination of the foregoing that would allow a person to log onto or access an individual’s 's account. Notwithstanding the foregoing “"personal information” " shall not include information that is lawfully obtained from publicly available information, or from federal, state or local government records lawfully made , available to the general public.
Appears in 1 contract
Samples: Administration Agreement (Renaissance Capital Greenwich Funds)
