Privacy Policy

CCA Funds expressly reserve the right to monitor any and all use of this Site. Usage information will be used for CCA Funds’ internal business purposes without liability. CCA Funds is committed to maintaining the confidentiality, integrity and security of your personal and financial data. We consider this information to be private and held in confidence between you and CCA Funds. We would like you to know about our policies to protect the privacy of this information.

We may collect nonpublic personal information about you from:

  • You or your representative in writing, electronically or by phone (e.g., in account applications or requests for forms or literature);
  • Transactions initiated by you or made on your behalf; and
  • Information we receive from third parties, such as financial advisers, consumer reporting agencies, consultants and custodians.

We do not disclose nonpublic personal information about current or former clients or shareholders to any third parties except as necessary to effect a transaction, administer your account, or as otherwise permitted by law. For example, the Funds use a third-party transfer agent and third-party providers of systems who use your information only to process or analyze transactions you have requested. Our contracts with these organizations contain provisions restricting their use of your nonpublic personal information to those purposes for which they were hired.

We restrict access to nonpublic personal information about you to those employees and service providers involved in administering or servicing your account(s) or helping us meet our regulatory obligations. We maintain physical, electronic and procedural safeguards that comply with federal standards to protect your nonpublic personal information. In addition, our Code of Ethics, which applies to all CCA Funds employees, restricts the use of your nonpublic personal information.

This privacy policy applies to CCA Funds.