As our client, the privacy of your personal non-public information is very important. We value our client relationships and we want you to understand the protections we provide in regard to your accounts with us.
It is our policy to enforce security levels that limit employee access to private customer records unless those records are necessary to serve the customer. This policy extends to customer submissions via our web site.
Information We May Collect: We collect non-public personal information about you from the following sources to conduct business with you:
Information we receive from you on applications or other forms;
Information about your transactions with us, or others;
Non-public personal information is non-public information about you that we may obtain in connection with providing services to you. This could include information you give us from account applications, account balances, and account history.
Information We May Share: We do not sell or disclose any non-public information about you to anyone, except as permitted by law or as specifically authorized by you. We do not share non-public personal information with our affiliates or other providers without prior approval by you. Federal law allows us to share information with providers that process and service your accounts. All providers of services in connection with the Custodian and Administrator have agreed to the Custodian's and the Administrator's confidentiality and security policies. If you decide to close your account or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.
Confidentiality and Security: We restrict access to non-public personal information to those employees who need to know that information to provide services to you. The Foundation reserves the right to revise this notice and will notify you of any changes in advance.
If you have any questions regarding this policy, please contact us Toll Free: 800.868.2464 or firstname.lastname@example.org