Our Privacy Policy

We consider client privacy to be fundamental to our relationship with our clients. By visiting this website, you are accepting and consenting to the practices described in this Privacy Policy. This Privacy Policy may change from time to time, so please check it frequently.

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.

Other Websites

Please be aware that websites that have links to our site or sites to which we have links may collect personal information about you. The information practices of those websites are not covered by this Privacy Policy.

The Privacy Policy

This privacy policy describes our privacy practices for both current and former clients. We may disclose personal information about former clients to the same extent as for current clients.

We may revise our policy in the future, and will provide you with a revised policy if the changes materially alter the prior policy. We will not, however, revise our privacy policy to permit the sharing of your personal information other than as described in this notice unless we first notify you and provide you with an opportunity to prevent such sharing of information.

For questions concerning this policy, please contact us by writing to: Privacy Policy c/o Legal, Dimensional Fund Advisors Ltd., 20 Triton Street, London NW1 3BF, United Kingdom.

Consent

Before you are able to use the password protected areas of this website, you must consent to be bound by the terms of this Privacy Policy. In particular, you must consent to the processing by Dimensional Fund Advisors Ltd. of your personal information for the purposes and in the manner set out in this Privacy Policy.