Dear Customer:
Protecting your privacy is important to Reliance Trust Company, its subsidiaries and affiliates, and employees. We want you to
understand what information we collect and how we use it. In order to provide our customers with a broad range of financial
products and services as effectively and conveniently as possible, we use technology to manage and maintain customer information.
The following policy serves as a standard for all Reliance employees for collection, use, retention, and security of nonpublic
personal information.
WHAT INFORMATION WE COLLECT
We may collect “nonpublic personal information” about you from the following sources:
- Information we receive from you on applications or other account forms, including electronic communications;
- Information about your transactions with us, our affiliates or others; and
- Information we receive from third parties such as consumer reporting agencies.
“Nonpublic personal information” is 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 account balance, assets, and
securities transactions.
WHAT INFORMATION WE DISCLOSE
As permitted under law, we may share information about you with companies related to us by common control or ownership
(“affiliates”). This could include information about our experiences or transactions with you or your account (such as your
account balance and your transaction activity), and additional information about you or your account (such as information we
receive from you in applications and information from consumer reporting agencies).
We also are permitted under law to disclose nonpublic personal information about you to “nonaffiliated third parties” (i.e., third
parties that are not members of our corporate family) in certain circumstances. For example, we may disclose nonpublic personal
information about you to such third parties to assist us in servicing your account with us; to government regulators; in response
to subpoenas; and to consumer reporting agencies. We do not disclose any nonpublic personal information about you to any other
third parties, except as authorized by you. If you decide to close your account(s) or become an inactive customer, we will
continue to adhere to the privacy policies and practices described in this notice.
OUR SECURITY PROCEDURES
We also take steps to safeguard customer information. We restrict access to your personal and account information to those
employees who need to know that information to provide products or services to you. We maintain physical, electronic, and
procedural safeguards that comply with federal standards to guard your nonpublic personal information.
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