Privacy and Information Security. Each party hereto acknowledges and agrees that, subject to the reuse and re-disclosure provisions of Rxxxxxxxxx X-X, 00 XXX Part 248.11, it shall implement procedures reasonably designed to limit disclosure of the non-public personal information of shareholders and former shareholders of the Fund obtained under this Agreement to disclosures appropriate to carrying out the activities contemplated by this Agreement or as otherwise agreed in writing or permitted by law or regulation. In addition, BNYM shall comply with the provisions of Schedule E (Information Security Requirements) attached hereto. In addition to the foregoing, BNYM agrees to implement procedures reasonably designed to protect "personal information", as that term is defined in 201 CMR 17.00: Standards For The Protection Of Personal Information Of Residents Of The Commonwealth ("Massachusetts Privacy Regulation"), consistent with the Massachusetts Privacy Regulation and any applicable federal regulations.
Appears in 2 contracts
Samples: Transfer Agency and Shareholder Services Agreement (Laudus Trust), Transfer Agency and Shareholder Services Agreement (Charles Schwab Family of Funds)
Privacy and Information Security. Each party hereto acknowledges and agrees that, subject to the reuse and re-disclosure provisions of Rxxxxxxxxx Xxxxxxxxxx X-X, 00 XXX Part 248.11, it shall implement procedures reasonably designed to limit disclosure of the non-public personal information of shareholders and former shareholders of the Fund obtained under this Agreement to disclosures appropriate to carrying out the activities contemplated by this Agreement or as otherwise agreed in writing or permitted by law or regulation. In addition, BNYM shall comply with the provisions of Schedule E (Information Security Requirements) attached hereto. In addition to the foregoing, BNYM agrees to implement procedures reasonably designed to protect "personal information", as that term is defined in 201 CMR 17.00: Standards For The Protection Of Personal Information Of Residents Of The Commonwealth ("Massachusetts Privacy Regulation"), consistent with the Massachusetts Privacy Regulation and any applicable federal regulations.
Appears in 2 contracts
Samples: Transfer Agency and Shareholder Services Agreement (Schwab Capital Trust), Transfer Agency and Shareholder Services Agreement (Schwab Annuity Portfolios)
Privacy and Information Security. Each party hereto acknowledges and agrees that, subject to the reuse and re-disclosure provisions of Rxxxxxxxxx X-X, 00 XXX Part 248.11, it shall implement procedures reasonably designed to limit disclosure of the non-public personal information of shareholders and former shareholders of the Fund obtained under this Agreement to disclosures appropriate to carrying out the activities contemplated by this Agreement or as otherwise agreed in writing or permitted by law or regulation. In addition, BNYM shall comply with the provisions of Schedule E (Information Security Requirements) attached hereto. In addition to the foregoing, BNYM agrees to implement procedures reasonably designed to protect "“personal information"”, as that term is defined in 201 CMR 17.00: Standards For The Protection Of Personal Information Of Residents Of The Commonwealth ("“Massachusetts Privacy Regulation"”), consistent with the Massachusetts Privacy Regulation and any applicable federal regulations.
Appears in 1 contract
Samples: Transfer Agency and Shareholder Services Agreement (Schwab Investments)