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Submitted URL: https://pardot.doubleline.com/e/103892/privacy-policy-/5ty63l/688744088?h=FuzuHpfUFTB7ePLMILwS0JP6zBBaQ5Fk8H7Kwu-WCtE
Effective URL: https://doubleline.com/privacy-policy/
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Effective URL: https://doubleline.com/privacy-policy/
Submission: On April 10 via api from CH — Scanned from DE
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Home Privacy Notice
PRIVACY NOTICE
Updated March 31, 2023
WHAT DOES DOUBLELINE DO WITH YOUR PERSONAL INFORMATION?
This notice provides information about how DoubleLine (“we,” “our” and “us”)
collects, discloses, and protects your personal information, and how you might
choose to limit our ability to disclose certain information about you. Please
read this notice carefully.
WHY WE NEED YOUR PERSONAL INFORMATION
All financial companies need to disclose customers’ personal information to run
their everyday businesses, to appropriately tailor the services offered (where
applicable), and to comply with our regulatory obligations. Accordingly,
information, confidential and proprietary, plays an important role in the
success of our business. However, we recognize that you have entrusted us with
your personal and financial data, and we recognize our obligation to keep this
information secure. Maintaining your privacy is important to us, and we hold
ourselves to a high standard in its safekeeping and use. Most importantly,
DoubleLine does not sell its customers’ non-public personal information to any
third parties. DoubleLine uses its customers’ non-public personal information
primarily to complete financial transactions that its customers request (where
applicable), to make its customers aware of other financial products and
services offered by a DoubleLine affiliated company, and to satisfy obligations
we owe to regulatory bodies.
INFORMATION WE MAY COLLECT
We may collect various types of personal data about you, including:
* Your personal identification information, which may include your name and
passport information, your IP address, politically exposed person (“PEP”)
status, and such other information as may be necessary for us to provide our
services to you and to complete our customer due diligence process and
discharge anti-money laundering obligations;
* Your contact information, which may include postal address and e-mail address
and your home and mobile telephone numbers;
* Your family relationships, which may include your marital status, the
identity of your spouse and the number of children that you have;
* Your professional and employment information, which may include your level of
education and professional qualifications, your employment, employer’s name
and details of directorships and other offices which you may hold; and
* Financial information, risk tolerance, sources of wealth and your assets,
which may include details of shareholdings and beneficial interests in
financial instruments, your bank details and your credit history.
WHERE WE OBTAIN YOUR PERSONAL INFORMATION
* Information we receive about you on applications or other forms;
* Information you may give us orally;
* Information about your transactions with us or others;
* Information you submit to us in correspondence, including emails or other
electronic communications; and
* Information about any bank account you use for transfers between your bank
account and any DoubleLine investment account, including information provided
when effecting wire transfers.
INFORMATION COLLECTED FROM WEBSITES
Websites maintained by DoubleLine or its service providers may use a variety of
technologies to collect information that help DoubleLine and its service
providers understand how the website is used. Information collected from your
web browser (including small files stored on your device that are commonly
referred to as “cookies”) allow the websites to recognize your web browser and
help to personalize and improve your user experience and enhance navigation of
the website. You can change your cookie preferences by changing the setting on
your web browser to delete or reject cookies. If you delete or reject cookies,
some website pages may not function properly. Our websites may contain links
that are maintained or controlled by third parties with privacy policies that
may differ, in some cases significantly, from the privacy policies described in
this notice. Please read the privacy policies of such third parties and
understand that accessing their websites is at your own risk. Please contact
your DoubleLine representative if you would like to receive more information
about the privacy policies of third parties.
We also use web analytics services, which currently include but are not limited
to Google Analytics and Adobe Analytics. Such web analytics services use cookies
and similar technologies to evaluate visitor’s use of the domain, compile
statistical reports on domain activity, and provide other services related to
our websites. For more information about Google Analytics, or to opt out of
Google Analytics, please go to https://tools.google.com/dlpage/gaoptout. For
more information about Adobe Analytics, or to opt out of Adobe Analytics, please
go to: http://www.adobe.com/privacy/opt-out.html.
HOW AND WHY WE MAY DISCLOSE YOUR INFORMATION
DoubleLine does not disclose any non-public personal information about our
customers or former customers without the customer’s authorization, except that
we may disclose the information listed above, as follows:
* It may be necessary for DoubleLine to provide information to nonaffiliated
third parties in connection with our performance of the services we have
agreed to provide to you. For example, it might be necessary to do so in
order to process transactions and maintain accounts.
* DoubleLine will release any of the non-public information listed above about
a customer if directed to do so by that customer or if DoubleLine is required
or authorized by law to do so, such as for the purpose of compliance with
regulatory requirements or in the case of a court order, legal investigation,
or other properly executed governmental request.
* In order to alert a customer to other financial products and services offered
by an affiliate, DoubleLine may disclose information to an affiliate,
including companies using the DoubleLine name. Such products and services may
include, for example, other investment products offered by a DoubleLine
company. If you prefer that we not disclose non-public personal information
about you to our affiliates for this purpose, you may direct us not to make
such disclosures (other than disclosures permitted by law) by contacting us
at Privacy@DoubleLine.com or at 1 (800) 285-1545. If you limit this sharing
and you have a joint account, your decision will be applied to all owners of
the account.
We will limit access to your personal account information to those agents and
vendors who need to know that information to provide products and services to
you. We do not share your information to nonaffiliated third parties for
marketing purposes. We maintain physical, electronic, and procedural safeguards
to guard your non-public personal information.
NOTICE RELATED TO THE CALIFORNIA CONSUMER PRIVACY ACT (CCPA) AND TO “NATURAL
PERSONS” RESIDING IN THE STATE OF CALIFORNIA
DoubleLine collects and uses information that identifies, describes, references,
links or relates to, or is associated with, a particular consumer or device
(“Personal Information”). Personal Information we collect from our customers and
consumers is covered under the Gramm-Leach-Bliley Act (“GLBA”) and is therefore
excluded from the scope of the California Consumer Privacy Act, as amended by
the California Privacy Rights Act (together, “CCPA”).
However, for California residents who are not DoubleLine customers or consumers,
as those terms are defined by GLBA, the personal information we collect about
you is subject to the CCPA. As such, you have privacy rights with respect to
your personal information. Please review the following applicable California
privacy notice that is available at www.DoubleLine.com, or by contacting us at
Privacy@DoubleLine.com or at 1 (800) 285-1545.
* CA Privacy Notice for Website Visitors, Media Subscribers and Business
Representatives
* CA Privacy Notice for Employees
NOTICE TO “NATURAL PERSONS” RESIDING IN THE EUROPEAN ECONOMIC AREA (THE “EEA”)
If you reside in the EEA, we may transfer your personal information outside the
EEA, and will ensure that it is protected and transferred in a manner consistent
with legal requirements applicable to the information. This can be done in a
number of different ways, for instance:
* the country to which we send the personal information may have been assessed
by the European Commission as providing an “adequate” level of protection for
personal data; or
* the recipient may have signed a contract based on standard contractual
clauses approved by the European Commission.
In other circumstances, the law may permit us to otherwise transfer your
personal information outside the EEA. In all cases, however, any transfer of
your personal information will be compliant with applicable data protection law.
NOTICE TO INVESTORS IN CAYMAN ISLANDS INVESTMENT FUNDS
If you are a natural person, please review this notice as it applies to you
directly. If you are a legal representative of a corporate or entity investor
that provides us with any personal information about individuals (i.e., natural
persons), you agree to furnish a copy of this notice to each such individual or
otherwise advise them of its content.
Any international transfer of personal information will be compliant with the
requirements of the Data Protection Act, 2017 of the Cayman Islands.
PRIVACY FOR CHILDREN
DoubleLine is concerned about the privacy of children. Our website and our
services are not targeted at individuals under 18 years of age, and we do not
knowingly collect any personal information from an individual under 18. If we
learn that a child under the age of 13 (or such higher age as required by
applicable law) has submitted personally identifiable information online without
parental consent, we will take all reasonable measures to delete such
information from its databases and to not use such information for any purpose
(except where necessary to protect the safety of the child or others as required
or allowed by law). If you become aware of any personally identifiable
information, we have collected from children under 13 (or such higher age as
required by applicable law), please contact us at Privacy@DoubleLine.com or at 1
(800) 285-1545. We do not sell or share any personal information and no have
actual knowledge about selling or sharing personal information of individuals
under the age of 16.
RETENTION OF PERSONAL INFORMATION AND SECURITY
Your personal information will be retained for as long as required:
* for the purposes for which the personal information was collected;
* in order to establish or defend legal rights or obligations or to satisfy any
reporting or accounting obligations; and/or
* as required by data protection laws and any other applicable laws or
regulatory requirements, including, but not limited to, U.S. laws and
regulations applicable to our business.
We will undertake commercially reasonable efforts to protect the personal
information that we hold with appropriate security measures.
ACCESS TO AND CONTROL OF YOUR PERSONAL INFORMATION
Depending on your country of domicile or applicable law, you may have the
following rights in respect of the personal information about you that we
process:
* the right to access and port personal information;
* the right to rectify personal information;
* the right to restrict the use of personal information;
* the right to request that personal information is erased; and
* the right to object to processing of personal information.
Although you have the right to request that your personal information be deleted
at any time, applicable laws or regulatory requirements may prohibit us from
doing so. In addition, if you invest in a DoubleLine fund through a financial
intermediary, DoubleLine may not have access to personal information about you.
If you wish to exercise any of the rights set out above, please contact us at
Privacy@DoubleLine.com or at 1 (800) 285-1545.
CHANGES TO DOUBLELINE’S PRIVACY POLICY
DoubleLine reserves the right to modify its privacy policy at any time, but in
the event that there is a change that affects the content of this notice
materially, DoubleLine will promptly inform its customers of such changes in
accordance with applicable law.
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The views and forecasts expressed in any materials on this website are as of the
date indicated, are subject to change without notice, may not come to pass and
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By using this website and/or sending DoubleLine any information via this
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data privacy regulations may not apply to the information that you provide.
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