Effective date: 4/6/2015
Parnassus Investments or Parnassus Funds (collectively, “Parnassus”, “We”, “Us”,
or “Our”) is committed to maintaining the confidentiality, integrity and security
of personal information entrusted to us by current and potential financial service
customers. We have always treated personal information as confidential and want
you to be aware of our privacy policies.
We obtain personal information about you from the following sources: information
we receive from you on applications or other forms and information about your transactions
with our affiliates, others or us.
We restrict access to personal information about you to those employees who need
to know that information to provide products or services to you. Parnassus employees
are subject to a strict employment policy regarding confidentiality.
We do not disclose any personal information about our customers or former customers
to anyone except as required by law. However, we may provide such information to
third parties in the course of servicing your account, such as identity-verification
service providers. Relationships with these parties shall be pursuant to a non-disclosure
agreement, protecting the release of shareholder information. We may disclose information
to nonaffiliated parties if compelled by law, such as responding to a subpoena,
preventing fraud or complying with an inquiry by a government agency or regulator.
Parnassus may use personal information for the purpose of offering or furnishing
products and services. Third parties may be used to help prepare notices of these
offerings. However, names and addresses are never given or sold to third parties
for any outside use.
We maintain physical, electronic and procedural safeguards that comply with federal
standards to guard your non-public personal information. Under strict confidence,
a backup database of Parnassus customers and accounts is maintained at an outside
us by phone at (800) 999-3505. We’re open 8:30 am to 5:00 pm, Pacific time, Monday
Online Privacy Practices
How we collect and use your nonpublic personal information online
We obtain personal information, such as but not limited to name, email address,
social security number, and mailing address, about you from the following sources:
information we receive from you on online applications or other forms and information
about your transactions with us, our affiliates or others. We use this information
to verify your identity and open your account with the Parnassus Funds.
We allow the ability to opt-out of all subscribed, promotional postal and email
mailings by contacting us by email or phone. For email messages, there is a hyperlink
at the bottom to unsubscribe.
How your information is not shared with others
We will share your personal information with third parties only in the ways that
information about our customers or former customers to anyone except as required
by law. However, we may provide such information to third parties in the course
of servicing your account, such as identity-verification service providers. These
companies are authorized to use your personal information only as necessary to provide
these services to us. Relationships with these parties shall be pursuant to a non-disclosure
agreement, protecting the release of shareholder information.
We may disclose information to nonaffiliated parties if compelled by law, such as
responding to a subpoena, to protect our rights, protect your safety or the safety
of others, preventing fraud or complying with an inquiry by a government agency
or regulator. If Parnassus is involved in a merger, acquisition, or sale of all
or a portion of its assets, you will be notified via email and/or a prominent notice
on our Web site of any change in ownership or uses of your personal information,
as well as any choices you may have regarding your personal information. Parnassus
may use personal information for the purpose of offering or furnishing products
and services. Third parties may be used to help prepare notices of these offerings.
However, any nonpublic personal information are never given, shared, rented, traded
or sold to third parties for their own promotional and outside use.
How you can update your information
You can change your address
online by first logging into your online account, and then selecting Update
Your Mailing Address under the Update Your Info link. You can also change your address
by downloading the
Change of Address Request Form and mailing it back to Parnassus or faxing
it to (415) 778-0228 or by calling us at (800) 999-3505 between 8:30 am to 5:00
pm, Pacific Time, Monday through Friday.
You can change your name on your account by mailing Parnassus a letter of instruction
and a copy of your driver license, marriage certificate, name change certificate,
or Social Security Card that reflects your new name, for verification purposes.
You can change your web user’s email address by logging in, then selecting
update email address
under the Update Your Info tab.
If you wish to cancel your account or request that we no longer use your information
to provide you services contact us at
We will retain your information for as long as your account is active or as needed
to provide you services and comply with our compliance regulatory requirements,
legal obligations, resolve disputes, and enforce our agreements.
How we protect and secure your privacy online
The security of your personal information is important to us. When you enter sensitive
information (such as your social security number) online on our registration or
other forms, we encrypt that information using secure socket layer technology, SSL,
so unauthorized parties cannot view the information during secure transmission (look
for the padlock icon on your browser). Find out more about SSL certificates and technology. Also,
your protected online account information resides on the secure portion of our website,
and to access your account information online, a unique user name and password is
In addition to the secure practices in the above section for our mutual funds, we
use firewalls and other security technology at all times to protect our network
and systems from external attacks.
We follow generally accepted industry standards to protect the personal information
submitted to us, both during transmission and once we receive it. No method of transmission
over the Internet, or method of electronic storage, is 100% secure, however. Therefore,
while we strive to use commercially acceptable means to protect your personal information,
we cannot guarantee its absolute security. If you have any questions about security
on our Web site, you can contact us at
How we use tracking technologies
Technologies such as: cookies, beacons, tags and scripts are used by Parnassus Investments
and our analytics service providers. These technologies are used in analyzing trends,
administering the site, tracking users’ movements around the site and to gather
demographic information about our user base as a whole. We may receive reports based
on the use of these technologies by these companies on an individual as well as
browser level. If you reject cookies, you may still use our site, but your ability
to use some features or areas of our site may be limited.
As is true of most web sites, we gather certain information automatically and store
it in log files. This information may include internet protocol (IP) addresses,
browser type, internet service provider (ISP), referring/exit pages, operating system,
date/time stamp, and/or clickstream data. We do not link this automatically collected
data to other information we collect about you.
Links to 3rd Party Sites
Our Site includes links to other Web sites whose privacy practices may differ from
those of Parnassus. If you submit personal information to any of those sites, your
information is governed by their privacy policies. We encourage you to carefully
policy, the home page, and other places we deem appropriate so that you are aware
of what information we collect, how we use it, and under what circumstances, if
any, we disclose it.
it frequently. If we make material changes to this policy, we will notify you here,
by email, or by means of a notice on our home page prior to the change becoming
How you can contact us
Please contact us by email or call us if you have any questions regarding our privacy
policy. You can email to
or call by phone at (800) 999-3505. We’re open 8:30 am to 5:00 pm, Pacific
time, Monday through Friday. Our office is located at 1 Market Street, Suite 1600,
San Francisco, CA 94105.
About our TRUSTe Web Privacy Seal License
and practices have been reviewed by TRUSTe for compliance with TRUSTe’s program requirements including transparency,
accountability and choice regarding the collection and use of your personal information.
The TRUSTe program does not cover information that may be collected through downloadable
software. The TRUSTe program covers only information that is collected through this
Web site, www.parnassus.com and does not
cover information that may be collected behind the log in on our website.
TRUSTe's mission, as an independent third party, is to accelerate online trust among
consumers and organizations globally through its leading privacy Trustmark and innovative
or practices, please contact our shareholder services department at
or (800) 999-3505. If you are not satisfied with our response you can contact TRUSTe