Since we were founded, we have been committed to maintaining the confidentiality, integrity, and security of clients' personal information entrusted to us. Internal policies have been developed to protect this confidentiality, while allowing client needs to be served.
In the course of providing products and services, we collect information about you. We collect this information from sources such as account applications and other forms of information captured on our website (including any information captured through the use of "cookies"). Personal information collected through this site is controlled by Dimensional Fund Advisors Ltd.
How We Use Your Personal Information
Your information is used by us or our service providers primarily to complete transactions or account changes that you request or authorise. In the normal course of business, we may share your information with companies that perform various services for us, such as transfer agents, custodians, proxy solicitation firms, or printers or mailers that may assist us in the distribution of investor materials. The organisations that receive your information receive only the information necessary to carry out their assigned responsibilities and are authorised to use that information only for the services required, and are not permitted to share or use this information for any other purpose.
We may disclose or report personal information in limited circumstances where we believe in good faith that disclosure is required or permitted by law (for example, to cooperate with regulators or law enforcement authorities or to protect accounts from fraud), or to resolve client disputes.
We do not sell your personal information—whether it is the fact that you are a Dimensional client or anything else—to anyone (except as directed by you or as outlined above).
Keeping Your Personal Information Secure
Access to your personal information is restricted to employees who need to access that information to provide products or services. We have imposed physical, electronic, and procedural safeguards in order to guard against unauthorised access to your personal information.
You should note that we may in some circumstances pass your information to businesses, whether within the Dimensional worldwide group of companies or not, who are based in countries outside of the EEA who may not have laws that protect personal information. For instance, Dimensional Fund Advisors Ltd.'s parent company Dimensional Fund Advisors is based in the USA and some personal data is held or processed there as a result. In these circumstances, we seek to impose appropriate security restrictions on such businesses in order to protect your personal information.