We recognize the importance of secure online access to your personal Oakmark account information. When you login to access your portfolio information at oakmark.com, both your user ID and password are encrypted and we use industry best practices to ensure the confidentiality and safety of your information and transactions.
Oakmark has taken a number of important steps to ensure that your financial information is safe and secure:
You will never be asked for any personal information via email. If you receive an email that appears to be from Oakmark that requests personal information, do not respond. Please contact an Investor Services Representative at your earliest convenience.
There are instances where we may attempt to contact you via telephone. For instance, you may receive a phone call from us regarding a recent transaction or service request we received from you. We will attempt to call you if we can accept instructions or resolve an issue over the phone. At first, you will hear an automated message that will say the call is on behalf of the Oakmark Funds and ask you to press 1 to speak with an Investor Services Representative. Once you press 1, you will be connected to a live representative.
Harris Associates Securities L.P. maintains a business continuity plan designed to respond reasonably and effectively to events of varying scope. Plans define critical functions, staff assignments, alternate work locations, resource requirements and vital records necessary for restoring business operations with minimal impact. Plans are continually reviewed and amended as necessary to ensure that documented procedures are current and recovery strategies support our operations.
Neither the Trust, its transfer agent, nor their respective officers, trustees, directors, employees or agents will be responsible for the authenticity of instructions provided through the internet, nor for any loss, liability, cost or expense for acting upon instructions furnished thereunder if they reasonably believe that such instructions are genuine. We employ procedures reasonably designed to confirm that instructions communicated through the internet are genuine.
Last Updated: January 1, 2020