Privacy of Your Confidential Information
MFS® Privacy Notice: A commitment to you
Privacy is a concern for every investor today. At MFS Investment Management® and the MFS® funds, we take this concern very seriously. This notice is designed to provide you with a summary of our policy regarding the measures to safeguard personal information that we may receive from current or former customers of MFS.
Throughout our business relationship, we may obtain personal information about you or your account, including your investments and the services you use. To the extent we obtain personal information or maintain records relating to our customers, we do not disclose any such information to anyone, except as permitted by law. We may share personal information with third parties or certain of our affiliates in connection with servicing your account, including third parties or affiliates used to operate our website.
Authorization to access your personal information is limited to appropriate personnel who provide products, services, or information to you. We maintain physical, electronic, and procedural safeguards to help protect the personal information we collect about you.
Note: If you own MFS products or receive MFS services in the name of a third party such as a bank or broker/dealer, their privacy policy may apply to you instead of ours. In addition, for certain MFS funds, information provided by you or your financial intermediary to the funds' non-affiliated third party service providers (e.g., the funds' transfer agent) would be subject to the privacy policies of the service provider. As disclosed in the Prospectus of certain MFS funds, investors in such funds should be aware that personal information may be disclosed by the funds' transfer agent: (i) to MFS or any of its affiliates or agents and to other third party service providers of the funds, which may be based in countries where privacy laws do not exist or provide less protection than the laws where you reside; or (ii) when required by applicable law or regulation. By investing in such a fund, each investor appoints MFS or any of its affiliates or agents as attorney-in-fact to request and collect from the funds' transfer agent all necessary shareholder information.
MFS® Privacy Online
Security
We maintain physical, electronic, and procedural safeguards designed to protect the security, confidentiality, and integrity of your personal information that you provide via our website.
External links
To provide customers with extra information that may be helpful to their financial planning, the MFS Web site contains links to other Web sites that are not affiliated with or maintained by MFS. MFS does not monitor the privacy practices of these third-party sites, and we do not exercise any authority over the sites. Further, we do not control the use of "cookies" on third party websites. As a result, MFS does not assume any responsibility for the content or data-collection policies and procedures of these sites. When customers access any of these third-party sites, MFS cannot guarantee that their privacy will be protected in the same way it is on the MFS Web site.
Updates To This Privacy Notice We may change or update portions of this Privacy Notice at any time. Please check back from time to time so you are aware of any changes or updates to the notice. We will indicate the notice's effective date on the notice.
Effective Date: June 2009