Information We Collect
Karpus Investment Management collects Personal Information as part of our relationship with you to provide client services and fulfill legal and regulatory requirements. The type of information Karpus Investment Management collects could include:
- Information Karpus Investment Management receives from you on forms (such as name, address, Social Security number, profile documents, assets and income); and
- Information you provide Karpus Investment Management directly about your personal finances or personal circumstances or which Karpus Investment Management may receive from brokerage statements or other information you authorize Karpus Investment Management to receive.
Information Disclosed in Administering Products and Services
Karpus Investment Management will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law. Karpus Investment Management does not sell any personal information about you to any third party. Karpus Investment Management will not disclose personal information without your authorization, except as required or permitted by law.
Procedures to Protect Confidentiality and Security of Your Personal Information
Karpus Investment Management has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. In addition, Karpus Investment Management maintains physical, electronic and procedural safeguards to guard your non-public personal information.