New Insight Video on the Opportunity in Municipal Bonds
Please check out our interview with Daniel Lippincott where he explains the current opportunity in Municipal bonds. Learn more
Karpus Investment Management is committed to client confidentiality and the protection of your privacy. The following information is provided, as required by law, to help you understand our privacy policy and how we will handle and maintain confidential personal information as we fulfill our obligations to protect your privacy. “Personal Information” refers to the non-public financial information obtained by Karpus Investment Management in connection with carrying out our services.
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:
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.
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.
Karpus Investment Management will update its policy and procedures when necessary to ensure that your privacy is maintained and that Karpus Investment Management conducts business in a way that fulfills our commitment to you. If Karpus Investment Management makes any material changes in its privacy policy, we will make that information available to clients through our Web site and/or other communications.
The California Consumer Privacy Act (“CCPA”) requires companies doing business in California to make certain additional discourse and provide California resident with additional information about their nonpublic information if, the company have least $25 million in annual revenue, handle personal information for more than 50,000 consumers, or generate more than 50% of annual revenue from selling personal information to comply with the requirements of CCPA.
Karpus Investment Management conducts business in the state of California as a discretionary investment manager as a notice filer and has an annual revenue of greater than $25 million. However, Karpus Investment Management does not engage in the sharing of non-public information or selling of client non-public information. As such there is no relevant disclosure applicable to the requirements under CCPA. If at any time, Karpus Investment Management were to engage in the sharing or selling of non-public personal information Karpus Investment Management will adopt and comply with all relevant requirements in accordance with CCPA.