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900 Salem Street
Smithfield, RI 02917
pyramis@pyramis.com


Pyramis - 900 Salem St
Privacy Policy

Our Commitment to Privacy

Pyramis Global Advisors (PGA) and Fidelity Investments, our parent company, are committed to maintaining the confidentiality, integrity, and security of personal informationabout our current and prospective customers, if collected or maintained by PGA. Because PGA provides asset management services primarily to institutional investors, we do not typically collect, maintain, or have access to an individual’s personal information. Nonetheless, we are proud of our privacy practices and want you to know how we protect this information and use it to service your account.

The privacy policies of Pyramis Global Advisors are reviewed annually. Our printed and online notices are then updated to reflect any changes.


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Pyramis Global Advisors Privacy Policy

How and Why We Obtain Personal Information

Pyramis Global Advisors and Fidelity Investments take great care to protect personal information about you and when we use it, we do so with respect for your privacy. We may use personal information about you to service and maintain your account; process transactions in your account; respond to inquiries from you or your representative; develop, offer, and deliver products and services; or to fulfill legal and regulatory requirements. We may collect public and non-public personal information about you from any of the following sources:

  • You or your representative on applications or forms (for example, name, address, Social Security number, birth date, assets and income)
  • You or your employer or plan sponsor if Pyramis or Fidelity provides them with recordkeeping services (for example, payroll, human resource, or benefits information)
  • Transactional activity in your account (for example, trading history and balances)
  • Other interactions with Pyramis or Fidelity (for example, discussions with our customer service staff or information you enter into our Web sites)
  • Information from consumer reporting agencies (for example, to assess your creditworthiness for margin products)
  • You or your representative regarding your preferences (for example, your choice of electronic statement delivery, or the screen layout you specify if you use our Internet sites)
  • Other sources with your consent or with the consent of your representative (for example, from other institutions if you transfer positions into Pyramis or Fidelity)

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How We Protect Information About You

We consider the protection of personal information to be a foundation of customer trust and a sound business practice. We employ physical, electronic and procedural controls and we regularly adapt these controls to respond to changing requirements and advances in technology. We restrict access to personal information to those who require it to develop, support, offer and deliver products and services to you.


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How We Share Information About You with Third Parties

We do not share personal information about our customers with unaffiliated third parties for use in marketing their products and services. We may share personal information with the following entities:

  • Unaffiliated service providers (for example, printing and mailing companies, securities clearinghouses, marketing service providers, and other entities who may provide services at our direction)
  • Government agencies, other regulatory bodies and law enforcement officials (for example, for tax purposes or for reporting suspicious transactions)
  • Other organizations, with your consent or as directed by your representative (for example, if you use Pyramis or Fidelity as a financial reference in applying for credit with another institution), or as permitted or required by law (for example, for fraud prevention)

Our service providers are obligated to keep the personal information we share with them confidential and use it only to provide services specified by Pyramis or Fidelity.

Based on the nature of your relationship with us, we may exchange information with other third parties as described below:

  • If Pyramis or Fidelity provides workplace services to your employer or plan sponsor, such as payroll, human resource, or benefits recordkeeping services, we may exchange any information received in connection with such services with your employer or plan sponsor or others they may authorize.
  • If you conduct business with us through your investment professional, we may exchange information we collect with your investment professional or with others they may authorize.
  • If you transact business through Fidelity’s life insurance companies, we may validate and obtain information about you from an insurance support organization. The insurance support organization may further share your information with other insurers, as permitted by law.

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How We Share Information About you Within Fidelity

We may share personal information about you with various Fidelity corporate affiliates including internal service providers which perform, for example, printing, mailing, and data processing services.

Additionally, if you interact with Fidelity directly as an individual investor (including joint account holders) or through your employer or plan sponsor, we may exchange certain information about you with Fidelity corporate affiliates for their use in marketing products and services as allowed by law. Information collected from investment professionals' customers is not shared with Fidelity affiliates for marketing purposes, except with your consent or the consent of your investment professional, as allowed by law.


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Privacy Online and Information Collection and Use

Privacy, security and service in our online operations are just as critical as in the rest of our business. Fidelity employs all of the safeguards described previously, along with the following Internet-specific practices.

We use firewall barriers, encryption techniques and authentication procedures, among others, to maintain the security of your online session and to protect Fidelity accounts and systems from unauthorized access. We may also place cookies and similar files on your hard drive for purposes such as security, to facilitate site navigation, and to personalize your experience on our site. Our cookies do not identify you by name as an individual or by account number.

When you visit our Internet site, we may collect technical and navigational information, such as computer browser type, Internet protocol address, pages visited, and average time spent on our Web sites. This information may be used, for example, to alert you to software compatibility issues, or it may be analyzed to improve our Web design and functionality

We may use third-party service providers to help us analyze certain online activities. For example, these service providers may help us measure the performance of our online advertising campaigns or analyze visitor activity on our Web sites. We may permit these service providers to use cookies and other technologies, such as Web beacons or pixel tags, to perform these services for us. The information generated by the cookie about your use of the website (including your IP address) may be transmitted to and stored by those service providers on servers, some of which may be located in the United States. These service providers may also transfer this information to third parties where required to do so by law, or where such third parties process the information on that service provider’s behalf. You may refuse the use of cookies by selecting the appropriate settings on your browser, however please note that if you do this you may not be able to use the full functionality of this site. By using this site, you consent to the processing of data about you by these service providers in the manner and for the purposes set out above. We do not share personally identifiable information about our customers with these third-party service providers, and these service providers do not collect such information on our behalf.


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Additional Information

If you are a former customer, these policies also apply to you; we treat your information with the same care as we do information about current customers.


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Last Updated: June 2009
©2010 FMR LLC. All Rights Reserved.

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  • Public Plans

    Gerard Branka

    Senior Vice President, Relationship Manager

    401-292-4713

    gerard.branka@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Sue Curran

    Senior Vice President, Relationship Manager

    401-292-4722

    sue.curran@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Gerard Branka

    Senior Vice President, Relationship Manager

    401-292-4713

    gerard.branka@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Gerard Branka

    Senior Vice President, Relationship Manager

    401-292-4713

    gerard.branka@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Sue Curran

    Senior Vice President, Relationship Manager

    401-292-4722

    sue.curran@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Gerard Branka

    Senior Vice President, Relationship Manager

    401-292-4713

    gerard.branka@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Gerard Branka

    Senior Vice President, Relationship Manager

    401-292-4713

    gerard.branka@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Gerard Branka

    Senior Vice President, Relationship Manager

    401-292-4713

    gerard.branka@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Gerard Branka

    Senior Vice President, Relationship Manager

    401-292-4713

    gerard.branka@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Art Greenwood

    Senior Vice President, Relationship Manager

    401-292-4729

    art.greenwood@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Sue Curran

    Senior Vice President, Relationship Manager

    401-292-4722

    sue.curran@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Sue Curran

    Senior Vice President, Relationship Manager

    401-292-4722

    sue.curran@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Gerard Branka

    Senior Vice President, Relationship Manager

    401-292-4713

    gerard.branka@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Gerard Branka

    Senior Vice President, Relationship Manager

    401-292-4713

    gerard.branka@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Gerard Branka

    Senior Vice President, Relationship Manager

    401-292-4713

    gerard.branka@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com
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Pyramis Global Advisors ("Pyramis") is pleased to provide this website to you subject to your acknowledgement and acceptance of the following Terms of Use.

This website is for informational purposes only. This website does not provide investment advice or recommendations, nor is it an offer or solicitation of any kind to buy or sell any investment products. Pyramis provides asset management services to Institutional Investors, and those services are generally only available to Institutional Investors. This website is intended to be made available only to persons residing in the United States. If you are not a US resident, please see the Global Home Page for information related to Pyramis international offices. The information on this website is provided only for Institutional Investors, consultants or members of the media. Information contained on this website is not intended for Institutional Investors in any jurisdiction in which distribution or purchase is not authorized.

Past performance is no guarantee of future results. An investment may be risky and may not be suitable for an investor's goals, objectives and risk tolerance. Investors should be aware that an investment's value may be volatile and any investment involves the risk that you may lose money. Pyramis does not provide legal or tax advice and we encourage you to consult your own lawyer, accountant or other advisor before making an investment.

If you have questions, please email us at pyramis@pyramis.com

Click "I Accept" to indicate your acknowledgement and acceptance of Pyramis' Terms of Use and to continue.

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Jack Sholl

SVP Consultant Relations

415-445-7923

jack.sholl@pyramis.com

Angie Holbrook

VP Consultant Relations

401-292-4732

angie.holbrook@pyramis.com

Pamela Clancy

VP Consultant Relations

401-292-4719

pamela.clancy@pyramis.com
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General Inquiries

For non-media inquiries, please call 1-800-515-2795.

For media-related questions, please call 617-563-5800.

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