Revised April 11, 2017
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.
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 Investment Experience
- Income and Risk Tolerance
- Assets and Eployment Information
When you are no longer our customer, we continue to share your information as described in this notice.
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 Select Asset Mgt & Trust chooses to share; and whether you can limit this sharing.
Who we are
Who is providing this notice?
Select Asset Management & Trust
What we do
How does Select Asset Mgt & Trust 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.
How does Select Asset Mgt & Trust collect my personal information?
We collect your personal information, for example, when you:
- show your driver’s license or open an account
- deposit money or make a wire transfer
- enter into an investment advisory contract
Why can’t I limit all sharing?
Federal law gives you the right to limit only
- sharing for affiliates’ everyday business purposes—information about your creditworthiness
- affiliates from using your information to market to you
- sharing for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.
Companies related by common ownership or control. They can be financial and nonfi nancial companies.
Select Asset Management & Trust has no affiliates
Companies not related by common ownership or control. They can be financial and nonfi nancial companies.
Select Asset Management & Trust does not share with nonaffiliates so they can market to you.
A formal agreement between nonaffi liated financial companies that together market financial products or services to you.
Select Asset Management & Trust doesn’t jointly market.