Privacy Policy

 

Domini Social Investments’ Commitment to Protecting Your Privacy

When you chose to entrust us with the responsibility to invest your money, you also entrusted us with something just as valuable — your personal information. Your trust is extremely important to us. In order to maintain that trust, we have developed policies to ensure that your personal information will remain confidential. This statement describes our privacy policies — please read it carefully and call us if you have any questions or concerns.

 

 

Your Personal Information Is Your Property

We do not sell personal information to anyone — under any circumstances. This policy applies to all nonpublic personal information about you that we maintain, including the fact that you are a Domini investor.

 

We may share your personal information with nonaffiliated third parties in certain very limited circumstances, as described below.

 

 

Personal Information We Collect

In order to help you meet your financial goals, it is necessary for us to collect certain nonpublic information about you. We use this information to maintain your accounts, effect transactions, protect your assets from fraud, and market our products to you. The types of information we collect include:

• Information you provided to us when you completed an account application or other account forms, such as your name, address, phone number, email address, Social Security number, assets, and income
• Information about your transactions with us or our affiliates, such as your account balance, positions, transaction history, and parties to transactions
• Information you provided to us through correspondence, whether by email, letter, or telephone

 

 

Your Personal Information for Your Personal Benefit

We treat your personal information with the highest level of care. We understand that your personal information is your property, provided to us in confidence so that we may assist you in meeting your financial goals. There are certain circumstances, however, that require us to share your information with others.

 

In order to provide you with comprehensive and efficient service, to ensure the security of your accounts, and to offer you additional products or services, we will, from time to time, share your information with certain third parties, as required or permitted by law, such as:

• Companies that help us process your transactions, such as transfer agents.
• Retirement account custodians.
• Printers and mailing agents.
• Other financial institutions in order to allow us to effect transactions that you requested. For example, should you choose to transfer assets between Domini and another financial institution, we may need to share certain personal information about you in order to effect the transaction.
• Government agencies, regulatory authorities, and other similar entities, when we believe in good faith that disclosure is required or permitted under law, for example to cooperate with regulators or law enforcement, resolve disputes, or for risk control.
• Joint account holders, and those with whom you have consented to our sharing your information.

 

From time to time, we may also disclose all of the information we collect, as described above, to

companies that perform marketing services on our behalf. We have contracts with these companies that prohibit them from using your personal information for their own purposes.

 

In all of the circumstances described above, we will only share your personal information subject to strict conditions. When working with nonaffiliated third parties, we will only provide your personal information when necessary to perform the contracted services. We will only provide these third parties with the minimum information necessary to carry out their assigned duties, and only for that purpose. In all cases, we require these third parties to treat your private information with the same high degree of confidentiality that we do.

 

 

Access to Your Information Is Limited

We restrict access to information about you to those Domini employees who need to know the information to provide you with products or services. All employees are required to safeguard such information. We maintain strict physical, electronic, and procedural standards to protect your personal information at all times.

 

These policies have been put in place for one reason: to ensure that your personal information remains protected and is only used to service your accounts and for your benefit.

 

 

Protecting Your Privacy Online

Our website, www.domini.com, permits you to access your accounts, make transactions, submit questions and comments to us, and request information. We have taken a number of measures to ensure that you can use all the services on our website in confidence.

• Our website uses some of the most secure forms of online communication available, including data encryption, Secure Sockets Layer (SSL) protocol, and user names and passwords. These technologies provide a high level of security and privacy when you access your account information and initiate online transactions.
• Some of the features on our website require the use of “cookies” — tiny pieces of information that are stored on your browser. We use cookies to enhance your experience using our website, as well as to allow us to measure which pages are being accessed, and which features are the most popular. This enables us to continually improve the website to meet the needs of our clients. We make very limited use of these cookies. We do not use cookies to access data from your hard drive, to learn your email address, or to view data in cookies created by other websites. We do not share this information or give others access to it, except under the strict conditions outlined in this privacy policy.

 

Please be aware that we will not send you unsolicited e-mails asking you to divulge your personal financial information. If you receive such an e-mail, please report it to us as it may potentially be fraudulent. In order to protect your personal financial information, please make sure you are conducting on-line transactions only through our secure web page.

 

 

Keeping You Informed

You will receive annual notices detailing our policies. We reserve the right to modify this policy at any time, but be assured that if we do, we will notify you promptly. Although we encourage you to keep this brochure for your records, this policy will also be posted on our website. Please call us at 1-800-582-6757, or send us an email via our website if you have any questions or comments.

 

 

 

 

This privacy policy covers Domini Social Investments LLC, the Domini Funds, and DSIL Investment Services LLC, Distributor. 09/05

 

Each investor should consider the investment objectives, risks, charges, and expenses of the investment carefully before investing. Please obtain a current prospectus for more information about these and other topics by calling 1-800-225-FUND or visit our website at www.domini.com. Read it carefully before you invest or send money. The Domini Funds are not insured and are subject to market risks. Investment return and principal value of an investment will fluctuate. You may lose money. Please note whether the fund is load or no-load, certain fees and expenses apply to a continued investment, and are described in each Fund’s prospectus.