Online Security

About Security 

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. 

How Oakmark Protects Your Online Account Information 

Oakmark has taken a number of important steps to ensure that your financial information is safe and secure: 

• Before you can access your account online, you will need to establish a user ID and password. You will be required to enter your Social Security number and account number, which we will verify before allowing access to your information. 
• After three failed login attempts, we automatically deny access to the online account information. To restore online account access after being denied, you will have to call an Investor Services Representative at 1-800-OAKMARK (625-6275), between the hours of 8 a.m. and 6 p.m. ET. 
• As soon as you click on the login button, you enter a secured zone of the Oakmark Funds website, which runs from a secure server. Your browser will show that you are connected to a secure server because the web address begins with https. 
• After 15 minutes of inactivity during a given session, the system will automatically disconnect you. To return to your information, you will have to re-enter your user ID and password. 
• Proceeds from online redemption requests are sent by check made payable only to the account owner(s) and to the address on the account or directly to the owner’s bank account if the owner had previously established bank information on record.

Communications From Oakmark 

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. 

Business Continuity 

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. 

Liability for Internet Transactions 

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