Common use of What Information We Collect Clause in Contracts

What Information We Collect. We may collect and maintain the following nonpublic personal information about you: • information we receive from you on applications or other forms, such as your name, address, email address, phone number, social security number or tax identification number, assets, income and date of birth; and • information about your transactions with us, our affiliates or others, such as your account number, balance, positions, activity, history, cost basis information and other financial information. What Information We Disclose We do not disclose any nonpublic personal information about our shareholders or former shareholders to any third parties, except as permitted or required by law. Parnassus will share information with affiliates if the information is required to provide a product or service you have requested. In addition, we may share such information with non-affiliated third parties to the extent necessary to effect, process, administer or enforce a transaction that you request or authorize, in connection with maintaining or servicing your account, as requested by regulatory authorities or as otherwise permitted or required by law. For example, we may provide such information to third parties in the course of servicing your account, such as identity-verification service providers. These companies are authorized to use your personal information only as necessary to provide these services to us. Relationships with these parties shall be pursuant to a non-disclosure agreement, protecting the release of shareholder information. We may also disclose information to non-affiliated parties if compelled by law, such as responding to a subpoena, preventing fraud or complying with an inquiry by a government agency or regulator. How We Protect Your Information We restrict access to nonpublic personal information about you to those persons who need to know that information to provide products or services to you. We maintain physical, electronic and procedural safeguards that comply with federal standards to protect the confidentiality, integrity and security of your nonpublic personal information. We will continue to adhere to the privacy policies and practices in this notice even if your account is closed or becomes inactive.