Fisher Investments is registered with the U.S. Securities and Exchange Commission (the “SEC”) as an investment adviser, and is required to comply with SEC Regulation S-P (“Reg. S-P”), as well as the U.S. Gramm-Leach-Bliley Act of 1999 (the “GLB Act”). Reg. S-P and the GLB Act require Fisher Investments to have policies and procedures in place to protect the security and confidentiality of the non-public personal information of consumers and customers, and to provide a privacy notice to such persons describing our privacy policies and procedures.
To ensure consumer privacy laws are not violated, Fisher Investments has adopted the policies and procedures described under the “Privacy Notice” heading below, which govern the activities of each officer, member, director, trustee and employee of Fisher Investments (collectively called the “Personnel”).
“Consumer” – an individual or an individual's legal representative that obtains or has obtained a financial product or service to be used primarily for personal, household or family purposes. A person becomes a consumer even if a questionnaire or application is withdrawn or denied or an advisory agreement does not become effective.
“Customer” – a consumer that has an ongoing relationship with Fisher Investments, whereby Fisher Investments is providing one or more financial products or services to the consumer (e.g., an advisory client of Fisher Investments).
“Nonpublic personal information” –
This U.S. Privacy Notice describes how we collects, uses and shares information from or about you. We are committed to protecting your privacy and your non-public personal information. Please click here for Fisher Investments’ U.S. Privacy Notice: https://www.fisherinvestments.com/-/media/Files/Privacy_Notice.pdf
Fisher Investments may collect the following information:
Fisher Investments may use the information for the following reasons:
Fisher Investments may disclose information externally as permitted or required by law (such as to affiliates, service providers, and regulatory agencies), or where users have provided permission. Fisher Investments will not sell or lease users' personal information to third parties so they can market to users.
Users may contact Fisher Investments at any time to request access to information Fisher Investments maintains about them, to rectify any inaccuracies in such information, or to say they no longer want to be contacted by Fisher Investments for direct marketing or other purposes. Fisher Investments can be contacted by mail, email or telephone as follows:
ATTN: Marketing – Privacy
5525 NW Fisher Creek Drive
Camas, Washington 98607
In each case, please ensure that full name and address are provided in exactly the form in which it was originally provided to Fisher Investments to avoid any possible confusion with a different user.
To unsubscribe from Fisher Investments’ email communications, send an email to firstname.lastname@example.org. Please put “UNSUBSCRIBE” in the subject field and include the email address where you received the content, along with any additional email addresses you would like suppressed. We will do our best to prevent you from receiving our email content in the future.
A cookie is a small text file downloaded to your computer when accessing webpages that use them. Cookies and other online tracking technologies (collectively referred to in this policy as “cookies”) allow a website to store and retrieve information about visitors’ online activity. Cookies are, for example, how a website remembers what display language you chose or what items you put into your online shopping cart.
Cookies can be categorized by who places them:
Cookies can also be categorized by their duration:
Lastly, cookies can be categorized by the function they serve. Fisher Investments uses the following types of first- and third-party cookies:
These cookies allow the website to remember choices you make (such as your geographic region) and provide enhanced, more personal features or content. These cookies can also be used to remember changes you have made to text size, fonts and other parts of web pages that you can customize. They may also be used to provide services you have asked for such as watching a video.
These cookies analyze how you browse the Fisher Investments site and enable us to measure the number of visitors to the site, as well as to measure and analyze how users interact with the site. We use this information to improve our website and the products or services offered.
Fisher Investments serves advertisements on various websites using third party companies. When you visit our website or click on one of our ads, cookies will be placed on your terminal to make advertising more relevant based on your interactions with our website and other websites that you may visit.
Our website does not respond to “do not track” signals from users’ web browsers.
To learn more about behavioral advertising cookies and to opt in or out of multiple advertising networks at once, please visit the consumer opt-out page of the Network Advertising Initiative.
As explained above, cookies help you to get the most out of the websites that make use of this technology. Disabling cookies may affect the functionality of many of the websites you visit. If you do disable cookies, performance and functionality will be affected. If you wish to delete, disable, or re-enable cookies, you may do so through your browser as follows: