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Client Portal

Epoch US Privacy Notice

FACTS

WHAT DOES EPOCH INVESTMENT PARTNERS, INC. (“TD EPOCH”) 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. This information can include:

  • Social Security Number
  • Income
  • Assets
  • Risk tolerance
  • Transaction history
  • Employment Information

Please note: If you are a new client, we can begin sharing your information 45 days from the date we sent this notice. When you are no longer our client, we continue to share your information as described in this notice. However, you can contact us any time to limit our sharing.

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 TD Epoch chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information

Does TD Epoch share?

Can you limit this sharing?

For our everyday business purposes –

such as to process your transactions, maintain your account(s), 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 affiliates’ everyday business purposes –

information about your transactions and experiences

Yes

No

For our affiliates’ everyday business purposes –

information about your creditworthiness

No

We Don’t Share, Unless You Provide Consent

For our affiliates to market to you

Yes

No

For nonaffiliates to market to you

No

We Don’t Share

Does TD Epoch share?

For our everyday business purposes –

such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

Yes

For our marketing purposes –

to offer our products and services to you

Yes

For joint marketing with other financial companies

No

For our affiliates’ everyday business purposes –

information about your transactions and experiences

Yes

For our affiliates’ everyday business purposes –

information about your creditworthiness

No

For our affiliates to market to you

Yes

For nonaffiliates to market to you

No

Can you limit this sharing?

For our everyday business purposes –

such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

No

For our marketing purposes –

to offer our products and services to you

No

For joint marketing with other financial companies

We Don’t Share

For our affiliates’ everyday business purposes –

information about your transactions and experiences

No

For our affiliates’ everyday business purposes –

information about your creditworthiness

We Don’t Share, Unless You Provide Consent

For our affiliates to market to you

No

For nonaffiliates to market to you

We Don’t Share

Questions?

Call TD Epoch at 212-303-7200 or visit our website at www.eipny.com

Who we are

Who is providing this notice?

This privacy notice is being provided by Epoch Investment Partners, Inc.

What we do

How does TD Epoch 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.

How does TD Epoch collect my personal information?

We collect your personal information, for example, when you:

  • Enter into an investment advisory contract
  • Seek advice about your investments
  • Give us your income information
  • Provide employment information
  • Tell us about your investment or retirement portfolio

We also collect your personal information from 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. See below for more on your rights under state law.

What happens when I limit sharing for an account I hold jointly with someone else? 

It is your choice to limit marketing offers from our affiliates. Unless you tell us to apply it to everyone on your account, these limits will only apply to you.

Definitions

Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies.

  • Our affiliates include but are not limited to those companies that control, are controlled by or under common control with TD Bank U.S. Holding Company or The Toronto-Dominion Bank, including the subsidiaries of TD Bank U.S. Holding Company, among others.

Nonaffiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

  • TD Epoch does not share with nonaffiliates so they can market to you. 

Joint Marketing

A formal agreement between non-affiliated financial companies that together market financial products or services to you.

  • TD Epoch does not jointly market.

Other important information

For California and Vermont Residents: We only share information with third parties as permitted by the law of your state.

This privacy notice applies to consumers and not to business entities or business transactions. The notice does not constitute a contract, nor does it modify or amend any agreement we have with you

Need to talk to us directly? Contact us

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Please read the following terms and conditions (the "Terms") carefully. By accessing tdglobalinvestmentsolutions.com and any pages thereof (the "Site"), you agree to be bound by and comply with the Terms, including any future revisions that may be made in the future by TD Global Investment Solutions ("TD GIS" or "we") may make in its discretion. If you do not agree to the Terms, do not access the Site.

TD Global Investment Solutions represents the products and services of TD Asset Management Inc. ("TDAM") and Epoch Investment Partners, Inc. ("Epoch"). TDAM and Epoch are affiliates and wholly owned subsidiaries of The Toronto-Dominion Bank. TD Global Investment Solutions works with a network of affiliates, third-party distributors and intermediaries in various jurisdictions to provide asset management services to institutional investors globally.

Access

You are accessing the Site pursuant to these Terms and any existing agreement you may have with us.

Not all products or services provided on this Site are available in all jurisdictions. These products and services are only available in jurisdictions in which it is lawful to offer these products and services. The information, material and content available on the Site (the "information") has been prepared for information purposes only without regard to any user's investment objectives or financial position and we are not soliciting any action based upon them.

No Offer/Local Restrictions

Nothing contained in or on this Site should be construed as a solicitation of an offer to buy or offer, or recommendation, to acquire or dispose of any security, commodity, investment or to engage in any other transaction. The information is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. You are required to inform yourself of the laws of your country or that otherwise apply to you in relation to any of the matters described in the pages of this Site. If you choose to access the Site, you do so on your own initiative and are responsible for compliance with applicable local, national or international laws.

Institutional Investors Only

This Site is only directed at professional, institutional or qualified investors or intermediaries and is not suitable for retail or individual investors. If this Site is not directed at you, please leave the Site immediately.

No Reliance

The Information has been provided by TD GIS for informational purposes only. It is for general information only and is not, nor does it purport to be, a complete description of an investment in any products offered by TDAM, Epoch, an affiliate thereof, including any third-party distributors and intermediaries. If there is an inconsistency between the Information and the respective offering documents, the provisions of the respective offering documents shall prevail.

This Site and the Information are provided without regard to the specific investment objectives, financial situation or particular needs of any specific recipient and do not constitute investment, tax, accounting or legal advice. Recipients are strongly advised to make an independent review with their own advisors and reach their own conclusions regarding the investment merits and risks, legal, credit, tax and accounting aspects of transactions.

Risk Warning

Investment involves risks. Past performance is not a guide to future performance. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested. Exchange rate may vary and cause the value of international investments to rise or fall.

No Endorsements

No endorsement or approval of any third parties of their advice, opinions, information, products or services is expressed or implied by any Information.

Forward-looking Statements

This Site may contain forward-looking statements (“FLS”). FLS reflect current expectations and projections about future events and/or outcomes based on data currently available. Such expectations and projections may be incorrect in the future as events which were not anticipated or considered in their formulation may occur and lead to results that differ materially from those expressed or implied. FLS are not guarantees of future performance and reliance on FLS should be avoided.

Applicable Law

Your use of this Site and these Terms are governed by and shall be construed in accordance with laws of Province of Ontario and the laws of Canada applicable therein in the case of TDAM, or the laws of the State of New York in the case of Epoch.

If any provision of these Terms shall be held to be invalid, illegal or unenforceable, the validity, legality and enforceability of the remaining provisions shall not in any way be affected. No term or provision shall be deemed waived, and no breach excused unless such waiver or consent shall be in writing and signed by the party claimed to have waived or consented.

The Toronto-Dominion Bank and its affiliates (the “TD Bank Group”) reserves the right, in its sole discretion, to change, modify, add or remove portions of these Terms at any time without notice to Site users. Similarly, TD Bank Group reserves the right, in its sole discretion, to change, modify, add or remove the content of this Site, including any country-specific sections, or to terminate the Site in whole or in part. TD Bank Group also reserves the right at any time to immediately suspend the provision of all or any part of this Site to you and/or block your access to this Site. You must check the Terms periodically for changes. Any changes, modifications, or additions to, or deletions from the Terms shall be effective upon posting on this Site. If you access this Site, including the country-specific sections, after changes to the Terms are posted, you further acknowledge the Terms as changed and agree to be bound by them.

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