Privacy Policy

Rev. 08/2015

FACTS

WHAT DOES QUESTAR 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 and income
  • Assets and investment experience
  • Risk tolerance and employment information

When you are no longer our customer, we continue to share your information as described in this notice.

How?

All financial companies need to share customer's personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customer's personal information; the reasons Questar chooses to share; and whether you can limit the sharing.



Reasons we can share your personal information

Does Questar 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

No

We don't share

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

For our affiliates to market to you

No

We don't share

For nonaffiliates to market to you

No

We don't share

Questions?

Call 888.446.5872 or go to www.questarcapital.com



Who we are

Who is providing this notice?

Questar Capital Corporation and Questar Asset Management ("Questar")

What we do

How does Questar 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 Questar collect my personal information?

We collect your personal information, for example, when you

  • open an account or seek advice about your investments
  • direct us to buy securities or direct us to sell your securities
  • provide employment information

We also collect your personal information from others, such as affiliates or 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.

Definitions

Affiliates

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

  • Our affiliates include the Allianz family of companies

Nonaffiliates

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

  • Questar doesn't share with nonaffiliates so they can market to you

Joint Marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

  • Questar does not jointly market

Other important information

If your representative moves to a new firm, he/she may maintain copies of your account records and provide your personal information to the new firm. You may opt out of this sharing by calling us at 888.446.5872, or writing us at compliance@us.questarcapital.com. Your election will apply to all of your Questar accounts unless otherwise specified. If you have previously opted out, no further action is required. If you are a permanent resident of AZ, CA, GA, MA, ME, MN, MT, NJ, NM, NC, ND, OH or VT, then you must write us at compliance@us.questarcapital.com to opt in to your representative sharing your personal information with a new firm.

You may access and correct your information on file with Questar by providing a written request with your full name, address, and account or policy number(s) to compliance@us.questarcapital.com or Questar Capital Corporation, Attn: Compliance, 5701 Golden Hills Drive, Minneapolis, MN 55416. A copy of your file will be sent to you within 30 business days of receipt of your written request.

MONTANA RESIDENTS: You may write to us for a record of any disclosure of your medical information made within the last three years.