Important Information Concerning Client Privacy

At Westfield Capital Management Company, L.P. (“Westfield”), protecting the privacy and confidentiality of your personal information is important to us. We value your business and the trust you put in Westfield. To offer you the financial services you seek, we collect, maintain and use information about you on a routine basis. To help you better understand how your personal information is protected here at Westfield we are providing you with the following statement describing our practices and policies with respect to the privacy of customer information. In the event you terminate your client relationship with us, or become an inactive client, we will continue to adhere to the policies and practices described in this notice.

Information We Collect

As a trusted investment advisor, we collect, retain and use nonpublic personal information about individual clients to provide products and services to them. We may collect nonpublic personal information about you from such sources as applications or other forms. This nonpublic personal information may include your address and social security number. We may also collect nonpublic personal information from your transactions with us or with others which may include account balances, account numbers and transaction history. 

Who Recieves Information and Why

All of the information Westfield collects is used for the purpose of delivering the services you have requested easily and efficiently. Westfield shares limited information it has about you with select companies, to the extent necessary, to help us provide our services. For example, when appropriate, Westfield may provide wire transfer instructions or settlement instructions to third party custodians to effect transactions between or from your accounts. Westfield does not disclose any nonpublic personal information about our clients or former clients to anyone, except as described herein and as otherwise required or permitted by law.

Service Providers

At times, Westfield will enter into arrangements with companies or firms whose expertise is essential for Westfield’s own services to function properly or to complete transactions. For example, Westfield works with specialized firms that provide proxy ballot voting services and firms which generate account statements for our clients. As permitted by law, certain service providers have access to customer information that is necessary to perform these functions. Westfield’s service providers are required, under a legal agreement, to safeguard your information and use it only for authorized purposes. 

How We Protect Your Information

We understand that the protection of your nonpublic personal information is of the utmost importance. Guarding your privacy is a responsibility we take seriously. Westfield maintains strict procedures and policies to safeguard your privacy. We restrict employee access to client information to only those who have a business reason to know such information, and we educate our employees about the importance of confidentiality and client privacy.

Where to Find Out More

If you have any questions about our privacy program or the way your information is maintained and used, we would like to hear from you. 

Please call us at 617-428-7100, or write to:
Karen DiGravio, CFO, CCO & Partner
Westfield Capital Management Company, L.P.
One Financial Center
Boston, MA 02111-2621

Your trust is important. Westfield is committed to protecting your privacy.