We work hard to maintain your privacy and to preserve the private nature of our relationship with you.
Information We Collect
Nonpublic Personal Information (NPI)
To deliver our services effectively, we gather various types of Nonpublic Personal Information (NPI). This may encompass, but isn’t restricted to:
- Social Security Number
- Date of Birth
- Banking Details
- Financial Account Numbers and Balances
- Sources of Income
- Credit Card Information
This information is either directly provided by you or obtained with your explicit authorization. Even after you are no longer a client, we may retain and share your information as outlined in this notice.
How We Share Your Information
Disclosure to Third Parties
- Everyday Business Activities: To process transactions, manage your accounts, adhere to legal requirements, or report to credit bureaus.
- Marketing Purposes: To inform you about our products and services, and for joint marketing with other financial institutions.
- Affiliate Sharing: Our affiliates may use your information for their routine business activities, including transactional experiences and creditworthiness assessments
- Third-Party Marketing: We do not disclose your information to affiliates or non-affiliates for marketing purposes.
Protecting Your Information
We employ a range of security measures, in compliance with federal law, to safeguard your personal information. These measures include computer safeguards, secured files, and a physically secure environment.
Your Rights to Limit Sharing
- Sharing for everyday business activities by non-affiliates, specifically concerning your creditworthiness.
- Sharing with affiliates or non-affiliates for marketing purposes.
- Affiliates – companies related by common ownership or control. They can be financial and non-financial companies;
- Non-affiliates – companies not related by common ownership or control. They can be financial and non-financial companies;
- Joint marketing –a formal agreement between non-affiliated financial companies that together market financial products or services to you.
Please call if you have any questions. Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.