Investor Service Center

Terms and Conditions

In order to induce OppenheimerFunds Services ("OFS"), the transfer agent for the OppenheimerFunds family of mutual funds, to allow me to establish a User ID and password to access plan level information on the website established by OFS (the "System"), I agree as follows:

  • I warrant that I am authorized to access plan level information on this System for plans that I service. I will immediately notify OFS by calling 1.800.835.7305 in the event that I am no longer authorized by any plan to access their plan information. I agree that in the event such authorization is removed by a plan, I will immediately cease accessing any information for that plan on this System
  • I understand and agree that I am the only person authorized to use my User ID and password. I will maintain the confidentiality of my User ID and password and will not share them or allow any other person to use my User ID and password. I agree that OFS shall not be under a duty to inquire as to the authority or propriety of anyone accessing the system with my User ID and password
  • I agree that I will not use any plan level or other information accessed on the System for any improper purpose and that I will be responsible for maintaining the security of any information that I copy from the System to any other system
  • I have read and agree to abide by the OppenheimerFunds privacy policies and will not share this information with any unaffiliated parties
  • I recognize that my use of the System may involve the transmission to me of information that may be considered plan level financial information. I consent to the transmission by electronic means of such information through the System; such consent shall be effective at all times that I use the System
  • To the extent the System uses Internet, wireless or related electronic or similar services to transport data or communications, OFS will take reasonable security precautions, but OFS disclaims any liability for interception of any such data or communications. OFS shall not be responsible for, and makes no warranties regarding, the access, speed or availability of such services
  • I shall immediately notify OFS by calling 1.800.835.7305 if my User ID and/or password are lost or stolen or if there is unauthorized use of my User ID and/or password. Additionally, I will immediately notify OFS in the event that I am ever able to access plan level information for any plan that I do not service
  • I accept full responsibility for the monitoring of plan level account information for any plans that I service. If there is any type of discrepancy or suspicious or unexplained activity relating to the plan level information for any plan that I service, I shall immediately notify OFS by calling1.800.835.7305
  • If I fail to notify OFS when any of the above conditions occur, neither OFS, OppenheimerFunds Distributor, Inc. ("OFDI"), OppenheimerFunds, Inc. ("OFI"), any of the Oppenheimer Funds, nor any of their employees, agents, affiliates, subsidiaries, control persons, parent companies, can or will have any responsibility or liability to me or to any other person whose claim may arise through me for any claims with respect to the handling, mishandling of any account
  • Notwithstanding my notification to OFS, OFDI, OFI, and the Oppenheimer Funds shall not be liable for any losses related to my accessing plan level account information except as expressly set forth in these terms and conditions
  • I am aware that at times, the System may be inaccessible. I agree that neither OFS, OFDI, OFI, or any of the Oppenheimer Funds, nor any of their employees, agents, affiliates, subsidiaries, control persons, parent companies, shall be responsible for any damages caused by the unavailability of the System or any communications line failure, unauthorized access, theft, systems failure, and other occurrences beyond their reasonable control
  • I expressly acknowledge and agree that the use and storage of any information, including without limitation, transaction activity, account balances, and any other information or orders available through use of the System is at my sole risk and responsibility. NEITHER OFS, OFDI NOR ANY OPPENHEIMER FUND MAKES ANY REPRESENTATIONS OR WARRANTIES EXPRESS OR IMPLIED INCLUDING WITHOUT LIMITATION ANY IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE IN RESPECT OF THE SYSTEM OR ANY INFORMATION PROGRAMS OR PRODUCTS OBTAINED FROM, THROUGH, OR IN CONNECTION WITH THE USE OF THE SYSTEM. IN NO EVENT WILL OFS, OFDI OR ANY OF THE OPPENHEIMER FUNDS BE LIABLE FOR DIRECT, INDIRECT, INCIDENTAL OR CONSEQUENTIAL DAMAGES RESULTING FROM ANY DEFECT IN OR USE OF THE SYSTEM
  • I agree that OFS may modify, change, or discontinue the System in whole or in part, at any time in its sole discretion. Additionally, I understand that OFS reserves the right to modify these terms and conditions or any services offered on the System at any time. Any material modification, change or notification of termination will be posted by OFS on the System. By accessing information using my User ID and password after any change has been posted, I irrevocably agree to all changes and/or any new terms and conditions
  • I understand and agree that OFS may immediately terminate its provision of the System to me if I breach these terms and conditions, if I have jeopardized the proper and efficient operation of the System, or if I engage in activity which is contrary to OFS, OFDI, or OFI policies or which OFS believes may be detrimental to it or any of the Oppenheimer Funds. Any unauthorized use of the System, whatsoever, shall result in automatic termination of my rights to use the System

Shares of Oppenheimer funds are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency, and involve investment risks, including the possible loss of the principal amount invested.

Before investing in any of the Oppenheimer funds, investors should carefully consider a fund's investment objectives, risks, charges and expenses. Fund prospectuses and, if available, summary prospectuses contain this and other information about the funds. You may download and view a prospectus now, or to obtain one, ask your financial advisor or call OppenheimerFunds Distributor, Inc. at 1.800.CALL OPP (225.5677). Read prospectuses and, if available, summary prospectuses carefully before investing.

Oppenheimer funds are distributed by OppenheimerFunds Distributor, Inc.
Two World Financial Center, 225 Liberty Street, New York, NY 10281-1008