Privacy Notice

Privacy Policy

As an investor who has selected OFI Private Investments Inc. to manage your account, you are entitled to know how we protect any personal information about you that we have, and how we limit its disclosure. We collect nonpublic personal information about investors such as you from the following sources:

  • Information we receive from you on investment questionnaires or other forms; and
  • Information about your transactions in accounts managed by us, our affiliates, or others

We do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted or required by law.

Except as permitted by law, we will not disclose nonpublic personal information about you (such as a customer list with your name) to unaffiliated third parties, unless we first offer you a reasonable opportunity to “opt out” of such disclosure—that is, to direct us not to make such disclosure about you.

We maintain physical, electronic and procedural safeguards to guard your personal account information. Our employees and agents who have access to account data need to know that information to provide products or services to you, such as to service your account when you call us with questions.

This notice applies to all OFI Private Investments accounts you presently have or may open in the future using your Social Security number or Tax Identification number—whether or not you remain invested with us.

If you have any questions about these privacy policies, contact us by phone at 1-800-453-9989, write to us at 2 World Financial Center, 225 Liberty Street, 14th Floor, New York, NY 10281, or e-mail us.

Legal Notices

Legal Notices

OFI Private Investments Inc. is referred to in the notices that follow as OFI Private or 'we' or 'our.'

Third Party Content, Products and Services (Including Links)

We permit links from other websites and may permit links to this website simply as a convenience to visitors. The existence of a particular link does not indicate an endorsement by us of the linked site. Unless otherwise indicated, the linked sites are not under our control and we are not responsible for the content of any linked site or any link contained in a linked site, or any changes or updates to such sites. We make no representations about the accuracy or completeness of the information contained on any linked sites and assume no liability for the content or presentation of linked sites.

We are not responsible, and assume no liability, for content displayed on this website that may be provided by another party. We are not responsible for the accuracy or completeness of any such content.

You must obtain permission to link to this website and can make a request by contacting us at 212.323.0814. Requests to link to our site must include the URL of your site and an explanation for the link to our site.

Permissible Use of Materials

You may download or print a copy of the information or materials contained on this website provided that the copy retains all copyright and other proprietary notices contained on the materials. Any other copying, republication or redistribution, reproduction, uploading, posting, or transmittal of the text or graphics of this website, including, without limitation, linking or framing, is expressly prohibited without our prior written permission.

You may not include our corporate name or any of our marks (for example, OFISM Private Investments, Inc.) or any variation of them, as a metatag, hidden textual element, or any other indicator that may create an impression of an affiliation, relationship, or endorsement between any other party and us or our affiliates.

Site Operation

We operate this website from offices within the United States of America. We do not represent that the information on this website is appropriate or available for use in other locations. Access from certain locations may be strictly prohibited. Those who access this site do so on their own initiative and are responsible for compliance with all applicable local laws. The laws of the State of New York will govern any claims relating to the information contained on this website.

If you take legal action relating to this website, you agree to file such action only in the Supreme Court of New York County, New York, New York or in the United States District Court for the Southern District of New York, and you consent and submit to the personal jurisdiction of those courts for the purpose of litigating any such action.

Your use of this website means that you accept the terms and conditions contained on this website.

Important reminder regarding Internet security: OppenheimerFunds will never solicit personal information via email. Clients should never respond to such requests via emails, which could result in identity theft. These messages may also contain viruses or other inappropriate attachments. If you receive such an e-mail, please contact us.

No Offers

The information contained on this website does not constitute an offer or solicitation for the sale of any security in any jurisdiction where we are not licensed to conduct business or where the security is not available for sale. No security is offered or will be sold in any jurisdiction in which such offer or solicitation would be unlawful. Securities products are offered for sale by prospectus only.

No Legal or Tax Advice

The information on this website is provided for informational purposes. It is not intended and should not be construed as legal or tax advice. The information is not a substitute for investment advice from a competent financial or tax advisor.

Limitation of Warranties

To the extent allowed by law and except as otherwise specifically provided elsewhere on this website, all information presented herein is furnished 'as is' without any express or implied warranties of merchantability, fitness for a particular purpose, non-infringement of intellectual property rights, or freedom from errors, viruses, bugs or other harmful components. Neither the sponsor of this website nor any other person or entity is responsible for any damages arising out of the use of or inability to use this website or any of its content, even if the sponsor or other person or entity has been advised or should have been aware of the possibility of such damages.

Trademark and Copyright Notices

We and/or our affiliates are the copyright owners of all text and graphic images contained on this website, unless otherwise indicated. Our trademarks (service marks) including the logo (with or without 'The Right Way to Invest') may not be used by others.

Content on www.ofiprivateinvestments.com is protected by applicable copyright laws. No permission is granted to copy, distribute, modify, post or frame any text, graphics, software code, user interface design or logos.

Subject to Change

Our Privacy Notice and Legal Notices may be changed from time to time. We will notify you of any changes by modifying this website. We recommend that you review these notices periodically for changes.

Last Modified: October 10, 2008

DAS 2.28.06

OFI Private Investments Inc. is a subsidiary of OppenheimerFunds, Inc., one of the largest and most respected mutual fund companies in the industry. OppenheimerFunds has been working to help clients achieve their long-term investment goals since 1960.

The information on this website is for U.S. residents only.

Content on www.ofiprivateinvestments.com is protected by applicable copyright laws. No permission is granted to copy, distribute, modify, post or frame any text, graphics, software code, user interface design or logos.

ALL CONTENT ON WWW.OFIPRIVATEINVESTMENTS.COM IS SUBJECT TO APPLICABLE STATUTES AND REGULATIONS, FURNISHED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESSED OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR NON-INFRINGEMENT.

¨ Copyright 2010 OFI Private Investments Inc. All rights reserved.|PRIVACY/LEGAL NOTICES

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