Privacy Policy

International Value Advisers, LLC (IVA) is committed to maintaining your privacy. The privacy provisions apply only to information collected by the website.

In order to obtain access to certain services provided via the site, you may have to provide information that we collect and store in a way that allows us to relate it to you personally, including but not limited to your name, email address, address, phone number, and investor status. We refer to such information as personally identifiable information. Like many other websites, we actively collect personally identifiable information from our visitors by various means, including asking questions on this website and permitting you to communicate directly with us via email.

You do not have to provide IVA with any personal data to visit the website, however, if you choose to withhold the requested information, you may not be able to visit all sections or use all features of this website. In addition to personal data collected via this website, IVA may collect personal data about you from the following sources:

  • Information IVA receives from you on applications, forms, questionnaires, agreements or in the course of establishing or maintaining a relationship with you;
  • Information about your transactions with IVA, its affiliates, or others;
  • Information from public records IVA may access in the ordinary course of business.

IVA may use personal data it collects for its internal use and to contact you about your account status, the Terms of Use, or any other policies, agreements or transactions relevant to your use of the website. IVA may also disclose personal data as described above to firms that perform services on its and its affiliates' behalf (unaffiliated third parties in this instance are service providers including administrators, record keepers and proxy voting service providers). These agents and service providers are required to treat the information confidentially and use it only for the purpose for which it is provided. IVA may also disclose your personal data to others as permitted by law.

In addition to personal data, IVA may collect and/or track information that by itself cannot be used to identify or contact you, e.g., demographic information, domain names, computer type, browser types, and other anonymous statistical data involving the use of the website. IVA uses this nonpersonal data to help it understand who uses the website and to improve and market its products and services.

There are risks associated with investing in mutual funds that invest in securities of foreign countries, such as erratic market conditions, economic and political instability and fluctuations in currency exchange rates. Value-based investments are subject to the risk that the broad market may not recognize their intrinsic value.

An investor should read and consider the funds' investment objectives, risks, charges and expenses carefully before investing in the IVA International Fund or IVA Worldwide Fund. This and other important information are detailed in our prospectus and summary prospectus, which can be obtained by calling (866) 941-4482 or visiting www.ivafunds.com. Please read the prospectus and summary prospectus carefully before you invest. The IVA Funds are offered by IVA Funds Distributors, LLC.

Any statistics contained herein have been obtained from sources believed to be reliable, but the accuracy of this information cannot be guaranteed.