Our Privacy Promise

FACTS: What does Pacific FundsSM Do with Your Personal Information?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share and protect your personal information. Please read this notice carefully to understand what we do.

What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social Security number
  • Payment history
  • Account balances
  • Transaction history
  • Account transactions
  • Retirement assets

When you are no longer our customer, we continue to share your information as described in this notice.

How?

All financial companies need to share customers' personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers' personal information; the reasons Pacific Funds chooses to share; and whether you can limit this sharing.

Questions?

Call the Pacific Life Privacy Office at 877-722-7848

Reasons we can share your personal informationDoes Pacific Funds share?Can you limit this sharing?

For our everyday business purposes -

such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

YesNo

For our marketing purposes -

to offer our products and services to you

No We don't share
For joint marketing with other financial companiesNoWe don't share

For our affiliates' everyday business purposes -

information about your transactions and experiences

NoWe don't share

For our affiliates' everyday business purposes -

information about your creditworthiness

NoWe don't share
For non-affiliates to market to youNoWe don't share

Who We Are

Who is providing this notice?

Pacific Funds and its principal distributor, Pacific Select Distributors, LLC (PSD) provide this notice. PSD (member FINRA & SIPC) is owned by Pacific Life Insurance Trust Company. Pacific Funds refers to Pacific Funds Series Trust.

What We Do

How does Pacific Funds protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

Access to personal information is available only to those people who need to know it in order to help service our relationships with you.

How does Pacific Funds collect my personal information?

We collect your personal information, for example, when you

  • Open an account or provide account information
  • Show us your government-issued ID or give us your contact information
  • Show us your driver's license

We also collect your personal information from affiliates or other companies.

Why can't I limit all sharing?

Federal law gives you the right to limit only

  • Sharing for affiliates' everyday business purposes - information about your creditworthiness
  • Affiliates from using your information to market to you
  • Sharing for non-affiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

Definitions

Affiliates

Companies related by common ownership or control. They can be financial or non-financial companies.

  • Pacific Funds does not share with affiliates so they can market to you.

Non-affiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

  • Pacific Funds does not share with non-affiliates so they can market to you.

Joint marketing

A formal agreement between non-affiliated financial companies that together market financial products or services to you.

  • Pacific Funds does not jointly market.

Other Important Information

Generally, you have the right to review the personal information we have about you. You must request this in writing. We are not required to provide you with information we have collected in connection with a claim or lawsuit. If you believe that any of the information we haev made is in error, you should write us and request a correction. Where justified, corrections will be made. Please direct inquiries about accessing or correcting your information to the address below:

Pacific Life Privacy Office
700 Newport Center Drive
Newport Beach, CA 92660

Updated: July 2015