Privacy Policy Notice
What Does Domini 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 and whether you visit Domini’s website, online application, or digital advertisements. This information can include:
- Social Security number
- Name, address, email address, and phone number
- Account balances
- Transaction history
- Account transactions
- Assets
- Retirement assets
- Internet or other electronic network activity information regarding your interaction with www.domini.com, online application, or digital advertisements, e.g., unique personal identifier, online identifier, and IP Address
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 Domini chooses to share; and whether you can limit this sharing.
| Reasons we can share your personal information | Does Domini share? | Can you limit this sharing? |
|---|---|---|
| For our everyday business purposes – such as to process your transactions, maintain your account(s), apply strictly necessary cookies to operate, enhance and improve our websites, respond to court orders and legal investigations, or report to credit bureaus | Yes | No |
| For our marketing purposes – to offer our products and services to you | Yes | No |
| For joint marketing with other financial companies | No | We don’t share |
| For our Investment Management affiliates’ everyday business purposes – information about your transactions and experiences | Yes | No |
| For our affiliates’ everyday business purposes – information about your transactions and experiences | No | We don’t share |
| For our affiliates’ and Investment Management affiliates’ everyday business purposes – information about your creditworthiness | No | We don’t share |
| For our Investment Management affiliates to market to you – including use of optional cookies applied to understand the use and effectiveness of our websites, online applications, and digital advertisements, or identify topics that may interest you | Yes | Yes |
| For our affiliates to market to you | No | We don’t share |
| For nonaffiliates to market to you | No | We don’t share |
To limit our sharing, send us an email at privacy@domini.com or call 1-800-582-6757.
Please note: If you are a new customer, we can begin sharing your information 7 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.
Questions?
Call 1-800-582-6757 or email privacy@domini.com.
Who We Are
Who is providing this notice?
Domini Impact Investments LLC (the “Adviser”); DSIL Investment Services LLC; and all the Funds advised by the Adviser (collectively referred to as “Domini”). A complete list of Funds is included under Affiliates below.
What We Do
How does Domini 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. Our internal data security policies restrict access of nonpublic personal information to authorized employees. We maintain physical, electronic, and procedural safeguards to guard our customers’ nonpublic personal information. Employees who violate our data security policies are subject to disciplinary action, up to and including termination.
How does Domini collect my personal information?
We collect your personal information, for example, when you:
- Open an account or invest funds
- Make contributions to, or withdrawals from, your account
- Provide account information
- Give us your contact information
- Show your government-issued ID
- Interact with Domini’s website, online application, or digital advertisements
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 nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.
What happens when I limit sharing for an account I hold jointly with someone else?
If you hold an account jointly with someone else, we will accept instructions from either of you, and apply them to the entire account. Your choices will apply to everyone on your account.
Definitions
Investment Management Affiliates
Companies related by common ownership or control.
Our Investment Management affiliates include the Adviser; DSIL Investment Services LLC; and the registered investment companies advised by the Adviser including the Domini Investment Trust and its series, the Domini Impact Equity Fund, the Domini Impact International Equity Fund, the Domini Sustainable Solutions Fund, the Domini International Opportunities Fund, and the Domini Impact Bond Fund.
Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies. Our affiliates include Domini Holdings LLC.
Nonaffiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies. Domini does not share information with nonaffiliates so they can market to you.
Joint Marketing
A formal agreement between nonaffiliated financial companies that together market financial products or services to you. Domini does not jointly market.