PRIVACY POLICY
Our Commitment to You
Protecting your privacy is fundamental to the way Arlington Family OfficesSM conducts business. We work on a personalized approach to meeting your needs, and we work hard every day to ensure that you receive an exceptional level of service. Although privacy regulations require financial and related institutions to inform you of their practices regarding the collection and use of your personal or business information, keeping client information confidential is nothing new to Arlington Family OfficesSM. We have always known that privacy is important to you and consider information and data that we receive about you to be private and confidential while striving to maintain high standards in the safekeeping and use of your personal information.
Information About Our Privacy Disclosure
This privacy policy explains the types of information we collect from you, and how we may use or disclose that information. Additionally, this privacy policy serves as a standard for all Arlington Family OfficesSM employees' for the collection, use, retention, and security of nonpublic personal information. This disclosure is made on behalf of the following affiliates within Arlington Family OfficesSM:
Arlington Partners, LLC®
Arlington Trust Company SM
Arlington AssociatesSM
This disclosure statement is provided under the federal Gramm-Leach-Bliley Act and takes the place of all previous notices of the above listed affiliates involving privacy and use of consumer information.
The Information We Collect About You
Since some of the information we obtain about you is not publicly available, we take great care to ensure that this information is protected from unauthorized access, and we would not share your information in violation of any regulation or law. This information, also called “nonpublic personal information” is personally identifiable private information about you that we obtain in connection with providing a financial product or service to you.For example, nonpublic personal information includes information regarding your name and address, social security or taxpayer identification number, assets, income, account balance and transactions.
We may obtain “nonpublic personal information” about you from the following sources, among others:
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Information we receive from you in the normal course of doing business;
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Information we receive from your transactions and applications with us or others; and
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Information we obtain at your request or consent from third parties such as your attorneys, insurance agents or outside accountants.
How We Handle Your Personal Information
We do not disclose any nonpublic personal information about you to anyone, except as permitted by law or with your consent. We are permitted under law to disclose nonpublic personal information about you to third parties in certain circumstances. For example, we may typically disclose nonpublic personal information about you to the following types of third parties, to assist us in servicing your account:
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Financial service providers, such as mutual fund companies and operations outsourcing partners;
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Non-financial companies, such as accountants and attorneys;
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Others, such as government entities in response to subpoenas; and
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If the recipient is an affiliate and the information is needed by the affiliate as part of the management of your accounts.
We do not share information with non-affiliated companies except as otherwise listed.
We do not share medical or health information except to process transactions requested by you or to provide services you have authorized or initiated. Certain fiduciary information may be subject to special protections from disclosure under applicable fiduciary laws.
If you decide to close your account(s), we will continue to adhere to the privacy policies and practices described in this notice.
How We Safeguard Your Personal Information
We also take steps to safeguard our client information. We restrict access to your personal and account information through physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information. The use of, and access to, your personal or business information by Arlington Family OfficesSM is restricted to those employees who need to know that information to provide services to you. Employees who violate these standards will be subject to disciplinary measures.
How We Keep You Informed
As required by federal law, we will notify clients of our privacy policy annually. We reserve the right to modify this policy at any time, but rest assured that if we do change it, we will tell you promptly.
Should you have any questions, please contact us at 205-488-4300 because your privacy, our professional ethics, and the ability to provide you with quality financial services are extremely important to us.