FACTS WHAT DOES LORD ABBETT DO WITH YOUR PERSONAL INFORMATION?
Why? Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What? The types of personal information we collect and share depend on the product or service you have with us. This information can include:
  • account balances and transaction history
  • account numbers and bank account information
  • financial advisor information
How? All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; whether Lord Abbett shares personal information for these reasons; and whether you can limit this sharing.
Reasons we can share your personal information Does Lord Abbett share? Can you limit this sharing?
For our everyday business purposes—such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus Yes No
For our marketing purposes—to offer our products and services to you Yes No
For joint marketing with other financial companies No We don't share
For our affiliates’ everyday business purposes—information about your transactions and experiences Yes No
For our affiliates’ everyday business purposes—information about your creditworthiness No We don't share
For our affiliates to market to you Yes No
For our nonaffiliates to market to you No We don't share
Questions? Call 1-888-522-2388 or go to www.lordabbett.com
Who We Are
Who is providing this notice Lord Abbett Family of Funds; Lord, Abbett & Co. LLC; Lord Abbett Distributor LLC
What We Do
How does Lord Abbett protect my personal information?

To help protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

We restrict access to nonpublic personal information to those employees who need to know that information. We maintain physical, electronic and procedural safeguards that are designed to help safeguard nonpublic personal information.
How does Lord Abbett collect my personal information? We collect your personal information, for example, when you:
  • open an account
  • transact in your account
  • have an outstanding balance in your account
  • provide account information or give us your contact information

We also collect your personal information from others, such as credit bureaus, affiliates, or other companies.
Why can’t I limit all sharing? Federal law gives you the right to limit only
  • sharing for affiliates’ everyday business purposes—information about your creditworthiness
  • affiliates from using your information to market to you
  • sharing for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law.
What happens when I limit sharing for an account I hold jointly with someone else? Your choices will apply to everyone on your account—unless you tell us otherwise.
Definitions
Affiliates Companies related by common ownership or control. They can be financial and nonfinancial companies.
  • Our affiliates include companies with a Lord Abbett name such as Lord Abbett & Co. LLC, Lord Abbett Distributor LLC, and Lord Abbett (UK) Limited.
Nonaffiliates Companies not related by common ownership or control. They can be financial and nonfinancial companies.
  • Lord Abbett does not share with nonaffiliates so they can market to you.
Joint marketing A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
  • Lord Abbett does not jointly market.