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PRIVACY POLICY
Download Privacy Policy (115 KB PDF)

U.S. Global Investors, Inc., U.S. Global Investors Funds, U. S. Global Accolade Funds, United Shareholder Services, Inc., and U.S. Global Brokerage, Inc. have created this Privacy Policy in order to demonstrate our firm commitment to the privacy of your personal information. These are our information gathering and dissemination practices.

Information Collected and Disclosed
We collect nonpublic personal information about you from the following sources:

  • Information we receive from you on applications or other forms;
  • Information about your transactions with us;
  • Information gathered from consumer reporting agencies;
  • Information gathered by affiliated companies; and
  • Information gathered through web site usage.

We do not disclose any nonpublic personal information about you to nonaffiliated parties, except as permitted or required by law. U.S. Global and its affiliates may use this information to service your account or provide you information about products or services that may be of interest to you. We may also disclose all of the information we collect (except for consumer reports), as described above, to companies that perform marketing or other services on our behalf or to other financial institutions with whom we have joint marketing agreements to service or administer your account(s), transaction(s), or request(s).

If you decide to close your account(s) or become an inactive investor we will adhere to the privacy policies and practices as described in this notice.

We restrict access to your nonpublic personal and account information to those employees who need to know that information to provide products or services to you. We maintain physical, electronic and procedural safeguards to guard your nonpublic personal information.

Further, we will properly dispose of consumer report information that may be gathered about you. Steps have been taken to ensure that consumer reports are protected against unauthorized access to or use of the information in connection with its disposal.

Internet Policy
We protect our users' information. When you submit sensitive information via the website, your information is protected both online and offline with state-of–the-art technology. To access your account online, your computer’s web browser must support this technology. More detailed information is available on our website, www.usfunds.com. If you are just "surfing," we collect and use IP addresses to analyze trends, administer the Site, track user's movements and gather broad demographic information. IP addresses are not linked to personally identifiable information.

Registration: If you want to buy or trade a mutual fund on our Site, you must register by filling out an application form. The form asks for information such as name, e-mail address, address, gender and age. We use this information to send you materials about U.S. Global and products offered through our Site, and to contact you when necessary. We are required under federal law to keep records of the information you provide to us.

When you register at our Site, U.S. Global uses a cookie (a small data file stored on your computer’s hard drive) to store a unique, random user ID. We do not store passwords or any personal information about you. We use this ID to identify you anonymously in our database and to track information while you are on our Site. Cookies also let you to enter our Site as a registered user without having to log on each time. You do not need to have cookies turned on to use our Site. You can refuse cookies by turning them off in your browser, but if you do, you may not be able to use certain features of our Site.

Linked Sites: Our Site may contain links to other sites. We are not responsible for the privacy practices of other sites. You should read the privacy statements of each website you visit that collects personally identifiable information. This privacy statement applies only to information we collect on our Site.

Children's Privacy: Our Site is not directed at children under the age of 13 and does not knowingly collect personal information from them. If we learn that we have obtained personal information from a child under the age of 13, we will delete that information from our records.

E-mail: E-mail is not a secure means of transmitting sensitive information. We will never ask you to submit your investment or personal information via e-mail.

Changes to Privacy Policy
U.S. Global may occasionally change this Privacy Policy. Material changes (e.g. changes in material collected or disclosed) will result in U.S. Global sending a revise Privacy Policy notice and posting the revised policy on our website. The changes will take effect as soon as mailed and posted.

Contact Information
If you have a comment, question or request, or if you need to contact us for any other reason, there are four easy ways to do so.

E-mail
You can e-mail Shareholder Services for U.S. Global at shsvc@usfunds.com.

Toll-Free Telephone Number
You may call an investor representative at 1-800-US-FUNDS or locally at (210) 308-1222. If you call after normal business hours, please leave a message and your telephone number. An Investor Representative will get back to you as quickly as possible. Normal business hours are Monday through Friday, 7:30 a.m. to 7 p.m. CST.

U.S. Mail
U.S. Global Investors
P.O. Box 781234
San Antonio, TX 78278-1234
Express Mail Or Package Delivery
U.S. Global Investors
7900 Callaghan Road
San Antonio, TX 78229