NOTICE: 2019 Estimated Capital Gains Available. View PDF here.

Commitment to Consumer Privacy

From our inception, Cavanal Hill Funds have been committed to handling consumer information responsibly. New technologies have dramatically changed the way information is gathered, used and stored, but the importance of preserving the security and confidentiality of consumer information has remained a core value of the Funds.

We recognize and respect the privacy expectations of each of our consumers. We believe the confidentiality and protection of consumer information is one of our fundamental responsibilities. 

Collection and Disclosure of Shareholder Information

Consumer information collected by, or on behalf of Cavanal Hill Funds generally comes from the following sources: 

  • Account applications, other required forms, correspondence, written or through the Fund’s website, or telephone contacts with shareholders or consumers inquiring about Cavanal Hill Funds;
  • Transaction history of a shareholder’s account; or
  • Third parties.

We may disclose consumer information to third parties who are not affiliated with Cavanal Hill Funds: 

  • as permitted by law, for example with service providers who maintain or service customer accounts for th Cavanal Hill Funds or to a shareholder’s broker/dealer, or
  • to perform marketing services on our behalf or pursuant to a joint marketing agreement with another financial institution.

Security of Consumer Information

We require service providers to the Cavanal Hill Funds: 

  • to maintain policies and procedures designed to assure only appropriate access to, and use of information about customers of the Cavanal Hill Funds; and
  • to maintain physical, electronic and procedural safeguards that comply with federal standards to guard non public personal information of customers of the Cavanal Hill Funds.

When information about Cavanal Hill Funds shareholders is disclosed to nonaffiliated third parties, we require that the third party maintain the confidentiality of the information disclosed and limit the use of information by the third party solely to the purposes for which the information is disclosed or as otherwise permitted by law. 

For a printable version of the Privacy Policy, please click here.