Funds Privacy Policy Notice

Our Promise to You

As a shareholder of the Mairs & Power Mutual Fund (Funds), you share both personal and financial information with us.  Your privacy is important to us and we are dedicated to safeguarding your personal and financial information.

Information Provided by Shareholders

In the normal course of doing business, we typically obtain the following nonpublic personal information about our shareholders: 

  • Personal information regarding our shareholders' identity such as name, address and social security number;
  • Information regarding fund transactions effected by us; and
  • Shareholder financial information such as net-worth, assets, income, bank account information and account balances.

How We Manage and Protect Your Personal Information

We do not sell information about current or former shareholders to third parties, nor is it our practice to disclose such information to third parties unless requested or permitted to do so by a shareholder or shareholder representative or, if necessary, in order to process a transaction, service an account or as permitted by law.  Additionally, we may share information with outside companies that perform administrative services for us.  However, our arrangements with these service providers require them to treat your information as confidential.

In order to protect your personal information, we maintain physical, electronic and procedural safeguards. Our Privacy Policy restricts the use of shareholder information and requires that it be held in strict confidence.

Shareholder Notifications

We are required by law to annually provide a notice describing our privacy policy.  In addition, we will inform you promptly if there are any changes to our policy.  Please contact us at 1-800-304-7404 with questions about this notice.