- Information we receive on applications or other forms, such as name, address, social security number, assets, income and beneficiaries
- Information about your transactions or experiences with us and our affiliates as outlined in this notice
What information may we disclose?
As permitted by law, we may disclose the above listed information to affiliates, companies that perform marketing or administrative services on our behalf or other financial institutions with which we have joint marketing agreements.
To whom may we disclose personal information?
As permitted by law, we may disclose some or all of the information we collect to affiliates and non-affiliated third parties such as:
- Companies that perform services for us or on our behalf (such as vendors we hire to respond to customer requests and provide you with information about our products or services), or
- Financial institutions (such as banks, insurance companies, securities brokers or dealers with whom we have marketing agreements).
Is access to nonpublic personal information restricted?
Yes. We restrict access to your nonpublic personal information to only those employees who have a legitimate business need to know in order to provide products or services to you. Our employees are educated and trained to adhere to strict confidentiality standards in order to protect your personal information. Any employee who violates such confidentiality standards is subject to discipline. We maintain physical, electronic, and procedural safeguards to protect your nonpublic personal information.