Privacy Notice
Last Updated: April 20, 2026
Carillon Tower Advisers, Inc. d/b/a Raymond James Investment Management, Chartwell Investment Partners, LLC, ClariVest Asset Management LLC, Eagle Asset Management, Inc., Scout Investments, Inc., and Cougar Global Investments LLC (collectively, “Raymond James”, “we”, “our”, or “us”) respect your privacy and set forth in this Privacy Notice our practices for handling personal data. “Personal data” is information that identifies, relates to, or describes, directly or indirectly, you as an individual, such as your name, email address, telephone number, or home address.
In particular, this Privacy Notice describes how we collect, process, retain, and disclose personal data about you when you navigate this website (the “Website”) or communicate directly with us, along with our practices for using, maintaining, protecting, and disclosing such personal data.
Please read this Privacy Notice carefully to understand our practices regarding your personal data and how we treat it. By using our Website, you agree to the collection, use, and sharing of your personal data as described in this Privacy Notice. For our GLBA notice, please see here.
The Personal Data That We Collect or Process
The types and categories of personal data we collect or process include:
- Personal information shared with us when you reach out to us, including your name, job title, employer, and business contact information (such as email address, physical address, and telephone number), along with any personal information you share with us about your clients and prospective clients.
- Technical information, such as the Internet protocol (IP) address used to connect your computer to the Internet, browser type and version, time zone setting, browser plug-in types and versions, or operating system and platform.
- Details about your Website interactions, including clicks to our Website.
If you provide information to us about any person other than yourself, such as your employees, relatives, next of kin, your advisers or your suppliers, you must ensure that they understand how their information will be used, and that they have given their permission for you to disclose it to us and for you to allow us, and our outsourced service providers, to use it.
Children’s and Minors Data
This website is not intended for, and we do not knowingly collect any personal data from children under the age of 18. If you have reason to believe that someone under the age of 18 has provided personal data to Raymond James, please contact us and we will take appropriate action.
How We Collect Your Personal Data
We use different methods to collect data from and about you including through:
- Direct interactions. You may give us information about you by completing our contact form or otherwise corresponding with us.
- Cookies and similar technologies. A cookie is a small file placed on your device when you interact with the Services. You may refuse to accept or disable cookies by activating the appropriate setting on your browser or device. However, if you select this setting, you may be unable to access certain features of the Services.
- Strictly Necessary / Functional Cookies: Required to operate the Website and deliver features you request. Without these cookies, the Website may not function properly.
- Performance and Analytical Cookies: Performance cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. We may engage third-party analytics providers to track and analyze your usage of our website through the use of these cookies. They help us to know which pages are the most and least popular and see how visitors move around the site. These cookies generally collect aggregated information tied to a user’s web session. If you do not allow these cookies, we will not know when you have visited our site, and will not be able to ensure an optimal site performance experience for you.
- Marketing and Advertising Cookies: Marketing cookies may be set through our website by third-party advertising partners to help us understand the effectiveness of our marketing (for example, whether an ad led to a visit to our site). These cookies do not allow us to directly identify you. If you opt out of these cookies, they will not be used for these measurement purposes.
How We Use Your Personal Data
We use your personal data to provide you with the services you request, communicate with you, or conduct other business operations. Examples of how we may use the personal data we collect include to:
- Present our Website and provide you with the information, services, and support that you request from us.
- Meet our obligations and enforce our rights arising from any contracts with you, including for billing or collections, or comply with legal requirements.
- Fulfill the purposes for which you provided the data or that were described when it was collected.
- Ensure that we present our Website content in the most effective manner for you and for your computer.
- Administer our Website and conduct internal operations, including for troubleshooting.
- Protect our Website, employees, or operations.
Disclosing Your Personal Data
- We may share your personal data with:
- Any member of our corporate group, which means our subsidiaries, our ultimate holding company and its subsidiaries, and our affiliates.
- Business partners and suppliers for the purpose of such entities providing services to us.
- To fulfill the purpose for which you provide it.
- For any other purposes that we disclose when you provide the data.
- With your consent.
- In the event that we sell or buy any business or assets, in which case we may disclose your personal data to the prospective seller or buyer of such business or assets.
- To a buyer or other successor in the event of merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of our assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding, where one of the transferred assets is the personal data we hold.
- To comply with any court order, law, or legal process, including responding to any government or regulatory request.
- To comply with any court order, law, or legal process, including responding to any government or regulatory request.
- To protect the rights, property, or safety of our business, our employees, our customers, or others. This includes exchanging information with other companies and organizations for the purposes of cybersecurity, fraud protection, and credit risk reduction.
As a global organization, your personal data may be transferred to, accessed from, or processed in countries other than the country in which you reside, including the United States, where we and our service providers operate. Those countries may have data protection laws that differ from those in your jurisdiction.
Your Rights and Choices About Your Personal Data
Depending on your location, you may have certain rights related to your personal data, including:
- Access and Data Portability. You may confirm whether we process your personal data and access a copy of the personal data we process. To the extent feasible, data will be provided in a portable format. Depending on your location, you may have the right to receive additional information and it will be included in the response to your access request.
- Correction. You may request that we correct inaccuracies in your personal data that we maintain, taking into account the information’s nature and processing purpose.
- Deletion. You may request that we delete personal data about you that we maintain, subject to certain exception under applicable law.
Important: The exact scope of these rights vary by your location. There are also several exceptions where we may not have an obligation to fulfill your request.
To exercise any of these rights, please send us an email at [email protected].
How We Protect Your Personal Data
We use commercially reasonable administrative, physical, and technical measures designed to protect your personal data from accidental loss or destruction and from unauthorized access, use, alteration, and disclosure. However, no website, mobile application, system, electronic storage, or online service is completely secure, and we cannot guarantee the security of your personal data transmitted to, through, using, or in connection with the Website. Any transmission of personal data is at your own risk.
The safety and security of your information also depends on you. You are responsible for taking steps to protect your personal data against unauthorized use, disclosure, and access.
How We Retain Your Personal Data
We keep the categories of personal data described in this Privacy Notice for as long as reasonably necessary to fulfill the purposes described or for as otherwise legally permitted or required, such as maintaining the Website, operating our organization, complying with our legal obligations, resolving disputes, and for safety, security, and fraud prevention. This means that we consider our legal and business obligations, potential risks of harm, and nature of the information when deciding how long to retain personal data. At the end of the retention period, personal data will be deleted, destroyed, or deidentified.
Links to Third Party Websites
The Website may include links to third-party websites, plug-ins, services, social networks, or applications. Clicking on those links or enabling those connections may allow the third party to collect or share data about you. We do not control these third-party websites, and we encourage you to read the privacy notice of every website you visit or service you enable.
Changes to Our Privacy Notice
We may update this Privacy Notice from time to time. We will provide notice of any such changes to the Privacy Notice by updating the “last updated” date and posting the updated Privacy Notice. Your continued use of our website after we make changes as described here is deemed to be acceptance of those changes, so please check the Privacy Notice periodically for updates.
Contact Information
To exercise your rights or ask questions or comment about this Privacy Notice or our privacy practices, contact us at [email protected].
For California Residents
This California Addendum applies only to individuals who are residents of the State of California. It supplements this Privacy Notice and describes additional disclosures and rights under the California Consumer Privacy Act, as amended (“CCPA”).
For purposes of the CCPA, “personal information” means information that identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular consumer or household. Personal information does not include information that is publicly available (as defined by the CCPA) or deidentified or aggregate consumer information.
1. Categories of Personal Information We Collect and Disclose (Past 12 Months)
The table below summarizes the categories of personal information we collect, our purposes, and disclosures in the last 12 months, as required by the CCPA. This information depends on how you interact with us.
Category | Examples | Sources | Business/Commercial Purposes | Disclosed To |
|---|---|---|---|---|
Identifiers | Name; email address; postal address; telephone number; IP address | You; your device/browser | Operate, secure, and maintain the Website; communicate with you; comply with law; protect rights and safety | Affiliates; service providers (including hosting provider); in connection with mergers/acquisitions; authorities/other parties as required by law |
Professional or employment-related information | Job title; employer; business contact details | You | Respond to inquiries; provide services and customer support; administer operations; comply with law
| Affiliates; service providers (including hosting provider); in connection with mergers/acquisitions; authorities/other parties |
Internet or other electronic network activity information | Browser type/version; operating system; device identifiers; interactions with pages; approximate location derived from IP | Your device/browser; first-party cookies (including hosting provider measurement cookies used for visitor-count measurement for hosting pricing) | Operate and secure the Website; measure usage volumes for hosting pricing and capacity planning; detect and prevent fraud/security incidents; improve performance and user experience | Affiliates; service providers (including hosting provider); in connection with mergers/acquisitions; authorities/other parties as required by law |
We do not intend to collect “sensitive personal information” for purposes that would require offering a right to limit use and disclosure under the CCPA. If that changes, we will update this Privacy Notice and provide any required choices.
2. Sale or Sharing of Personal Information
We do not sell personal information for monetary consideration.
You have the right to opt out of having your personal information shared for cross-context behavioral advertising. Please visit the cookie preferences page here. Additionally, you may opt out by broadcasting the Global Privacy Control (“GPC”) opt-out preference signal from your browser and/or a browser extension supporting the GPC signal. To download and use a browser supporting the GPC signal, see here: https://globalprivacycontrol.org/orgs. If you disable or refuse cookies or similar tracking files, some features on our websites may be inaccessible or not function properly. Additionally, because there are multiple versions of opt-out preference signals, our websites may not respond to signals other than GPC. Instead, you can use the cookie preferences page to express your preferences. To fully effectuate your choices, you may need to also adjust your privacy choices with third-party sites.
3. California Consumer Rights
Subject to applicable exceptions, you may have the right to: (i) know/access the personal information we collect, use, disclose, sell, or share; (ii) request deletion of personal information; (iii) request correction of inaccurate personal information; (iv) opt out of the sale or sharing of personal information; (v) limit the use and disclosure of sensitive personal information (if applicable); and (vi) not receive discriminatory treatment for exercising these rights.
To submit a request to exercise your California privacy rights, please contact us at [email protected] and/or 1.800.647.7378. We will take steps to verify your request consistent with applicable law. You may also designate an authorized agent to make a request on your behalf. However, we may require proof of the agent’s authority and may also require you to verify your identity directly with us.