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Institutional Investor Advisor Individual Investor


We are committed to keeping nonpublic information about our current, prospective and former clients confidential.

We protect any personal information we collect about you by maintaining physical, electronic and procedural safeguards that meet or exceed applicable law. Third parties who have access to such personal information must agree to follow appropriate standards of security and confidentiality. We train people who work for us in how to properly handle such personal information, and we restrict access to it.

The personal information that we may collect about you comes from the following sources:

• Information received from you, such as on applications or other forms.

• Information about your transactions with us, our affiliates and nonaffiliated third parties; and

• Information we may receive about you from other sources, such as your broker.

Our affiliates are the family of companies controlled by Legg Mason, Inc. If you are a customer of other Legg Mason, Inc. affiliates and you receive notices from them, you will need to read those notices separately.

We do not disclose any nonpublic personal information about you except as permitted by law. For example, we are permitted to disclose nonpublic personal information to our affiliates and non-affiliated third parties that perform various services on our behalf, including custodians, broker-dealers and companies that perform marketing services on our behalf or to other financial institutions with whom we have joint marketing agreements. These companies agree to use this information only for the services for which we hired them and are not permitted to use or share this information for any other purpose.

Our website utilizes a variety of technologies (such as cookies and web beacons) to collect, store and aggregate data about usage and browsing patterns. These technologies help us analyze and tailor the site for all users and better understand how our site is used.