Jensen Investments

The SEC has issued regulations requiring financial institutions, including registered investment advisers, to provide notice to customers regarding their privacy policies and practices.

Jensen Investment Management, Inc. has had a long-standing policy of maintaining strict confidentiality over customer information. Our policy that applies to all people involved with servicing your account(s) at Jensen is as follows:

Confidentiality and Security
All information regarding customer identity, security holdings and financial status will be kept strictly confidential. We maintain physical, electronic and operational safeguards to protect customer nonpublic personal information.

We collect nonpublic personal information about our clients from information we receive from your applications or other forms and from information about your transactions with us.

We do not disclose any nonpublic personal information about our customers unless:

1) you request or authorize it,

2) the information is needed to complete a transaction that you have initiated, or

3) it is permitted or required by law to law enforcement agencies, the U.S. Securities and Exchange Commission, or other federal or state regulatory agencies.

We sometimes find it necessary to provide personal identifiable information about you to entities that provide a service on behalf of Jensen, such as firms that provide reports or custody services on behalf of our customers. These companies are expected to maintain strict privacy and confidentiality policies.