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: - Social Security number and checking account information - credit card or other debt and credit history - payment history and transaction history When you are no longer our member, we continue to share your information as described in this notice. How? All financial companies need to share members’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their members’ personal infor- mation; the reasons Xxxxxx Heritage Federal Credit Union chooses to share; and whether you can limit this sharing. Reasons we can share your personal does Xxxxxx Heritage Can you information Federal Credit Union limit this share? sharing For our everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or to 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 Yes No For our affiliates’ everyday business purposes – information about your transactions and experiences No We don’t share For our affiliates’ everyday business purposes – information about your creditworthiness No We don’t share For our affiliates to market to you No We don’t share For nonaffiliates to market to you No We don’t share Questions? Call (000) 000-0000 or go to xxx.xxxxx.xxx What we do How does Xxxxxx Heritage Federal Credit Union protect my personal information? To 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.
DO WITH YOUR PERSONAL INFORMATION. All financial companies need to share personal information to run their everyday business. In the section below, we list the reasons financial companies can share their personal information; the reasons Medallion Bank chooses to share; and whether you can limit this sharing. How? The types of personal information we collect and share depend on the product or service you have with us. This information can include: Social Security number and income transaction history and account balances credit history and credit scores When you are no longer our customer, we continue to share your information as described in this notice. What? 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. Why?
DO WITH YOUR PERSONAL INFORMATION. Financial companies choose how they share your personal information. Federal law gives our clients 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. We do not disclose nonpublic personal information about our clients or former clients to third parties other than as described below. Personal information we collect. We collect personal information about you in connection with our providing advisory services to you. This information includes your social security number and may include other information such as your: • Assets; • Investment experience; • Transaction history; • Income; and • Wire transfer instructions. How we collect this information. We collect this information from you through various means. For example when you give us your contact information, enter into an investment advisory contract with us, buy securities (i.e., interests in a fund) from us, tell us where to send money, or make a wire transfer. We also may collect your personal information from other sources, such as our affiliates49 or other non-affiliated companies. How we use this information. All financial companies need to share customers’ personal information to run their everyday business and we use the personal information we collect from you for our everyday business purposes or as permitted by law. These purposes may include for example: • To provide advisory services to you; • To open an account for you; • To process a transaction for your account; • To market products and services to you; and • To respond to court orders and legal investigations. 49 Our affiliates related to us by common ownership or control and can include both financial and nonfinancial companies. Non-affiliates are companies not related to us by common ownership or control and can include both financial and nonfinancial companies. Disclosure to others. We may provide your personal information to our affiliates and to firms that assist us in servicing your account and have a need for such information, such as a broker or fund administrator. We may also disclose such information to service providers and financial institutions with whom we have joint marketing arrangements (i.e., a formal agreement between nonaffiliated financial companies that together market financial products or services to you, such as placement agents). We require third-party servic...
DO WITH YOUR PERSONAL INFORMATION. Why? In the course of Our business relationship with you, We collect information about you that is necessary to provide you with Our products and services. We treat this information as confidential and recognize the importance of protecting it. Federal and state law gives you the right to limit some but not all sharing of your personal information. Federal and state 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: your name, mailing and email address(es), telephone number, date of birth, gender, marital or family status, identification numbers issued by government bodies or agencies (i.e.: Social Security number or FEIN, driver’s license or other license number), employment, education, occupation, or assets and income from applications and other forms from you, your employer and others; your policy coverage, claims, premiums, and payment history from your dealings with Us, Our Affiliates, or others; your financial history from other insurance companies, financial organizations, or consumer reporting agencies, including but not limited to payment card numbers, bank account or other financial account numbers and account details, credit history and credit scores, assets and income and other financial information, or your medical history and records. Personal information does not include: publicly-available information from government records; de-identified or aggregated consumer information. When you are no longer Our customer, We continue to share your information as described in this Notice as required by law. How? All insurance 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; the reasons We choose to share; and whether you can limit this sharing. We restrict access to your personal information to those individuals, such as Our employees and agents, who provide you with insurance products and services. We may disclose your personal information to Our Affiliates and Nonaffiliates (1) to process your transaction with Us, for instance, to determine eligibility for coverage, to process claims, or to prevent fraud, or (2) with your written authorization, or (3) ...
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 that we collect and share depend on the product or service you have with us. This can include: • Social Security Number and Date of Birth • Address of Residence and Government Issued Identification • Transaction History When you are no longer our customer, we continue to share your information as described in this notice. 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; the reasons Sunrise Banks, N.A. chooses to share; and whether you can limit the sharing.
DO WITH YOUR PERSONAL INFORMATION. Why? To help you better understand how your personal information is protected at FPS Trust Company, LLC, we are providing you with the following information describing our practices and policies with respect to the privacy of your customer infor- mation. In the event you terminate your customer relationship with us, or become an inactive customer, we will continue to adhere to the policies and practices described in this notice. What ? The types of personal information we collect can include: Social Security number Investment experience Income Account transactions Assets Retirement assets When you are no longer our customer, we will continue to hold your information and share it as described in this notice. 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; the reasons FPS Trust Company (FPS) choose to share; and whether you can limit this sharing. Reasons we can share your personal information Does FPS share? Can you limit sharing? For our everyday business purposes Such as to process and service your transactions, report on transactions, maintain your account(s), respond to court orders, regulatory and legal investigations, or report to credit bureaus. Yes No For our marketing purposes To offer our products and services to you. No We don’t share For joint marketing with other financial companies No We don’t share For our affiliates’ everyday business purposes No We don’t share For our affiliates or nonaffiliates to market to you No We don’t share
DO WITH YOUR PERSONAL INFORMATION. The types of personal information we collect and share depend on the product or service you have with us. This information can include: • Social Security number and credit history • Account transactions and overdraft history • Account balances and transaction history When you are no longer our customer, we continue to share your information as described in this notice. What? 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. Why?
