PRIVACY POLICY FOR
HSBC FUNDS
This privacy policy notice summarizes the collection and disclosure of nonpublic personal information (“Information’’) of customers (“you’’) of the HSBC Family of Funds (“we’’ or “us’’). If you are an individual shareholder of record of any series of the Funds, we consider you to be a customer of the HSBC Family of Funds. Shareholders purchasing or owning shares of any of the HSBC Family of Funds through their bank, broker, or other financial institution should consult that financial institution’s privacy policies.
We collect the following categories of Information about you
We may collect various categories of Information from and about you, including the following: name; social security number; account balance; bank account information; and purchase and redemption history.
We collect Information about you from the following sources: information we receive from you on applications or other forms; information about your transactions with us, our affiliates, our service providers, or others; and information we receive from a consumer reporting agency.
How we share your Information
We do not disclose any Information about you or any former customer to anyone, except as permitted by law.
We disclose Information about you to the following types of third parties
We may disclose Information about you and any former customer to our affiliates, which we consider to include HSBC Bank USA, N.A. and HSBC Global Asset Management (USA) Inc. and their affiliates, as permitted by law. We may disclose Information about you and any former customer to nonaffiliated third parties, as permitted by law, including: government entities, in response to subpoenas or to comply with laws or regulations; or companies that perform necessary services for us, including our third party service providers.
We may disclose all of the Information we collect to companies that perform marketing services on our behalf or to other financial institutions with whom we have joint marketing agreements.
Protecting the security and confidentiality of your Information
We restrict access to Information about you to those employees 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 guard your Information.
Should you have any questions regarding the HSBC Family of Funds privacy policies and practices, please contact:
INVESTOR SERVICES
Retail: 1-800-782-8183
Institutional: 1-877-244-2424
BY MAIL
HSBC Funds
PO Box 219691
Kansas City, MO 64121-9691
Updates to the Privacy Policy
From time to time, we may update or revise this policy.
Last updated: March 2019