Privacy

Privacy Policies

FACTS

WHAT DOES ATLANTIC TRUST DO WITH YOUR PERSONAL INFORMATION?

Why?

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.

What?

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

• Assets and Income

• Account balances and transaction history

• Checking and/or Savings account information

• Wire transfer instructions.

When you are no longer our customer, we continue to share your information as described in this notice.

How?

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 Atlantic Trust chooses to share; and whether you can limit this sharing.

Reasons We Can Share Your Personal Information

Does Atlantic Trust Share?

Can You Limit This Sharing?

For our marketing purposes—

to offer our products and services to you

No

We do not share

For our affiliates’ everyday business

purposes—

information about your transactions and experiences

No

We do not share

For non-affiliates to market to you

No

We do not share

For our everyday business purposes such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

For joint marketing with other financial companies

For our affiliates’ everyday business

purposes—

information about your credit worthiness

Yes

No

We do not share

Questions?

Call (207) 775-7200 or visit our website at www.atlantictrustmaine.com.

Atlantic Trust

111 Commercial Street Suite 302

Portland, ME 04101

Who We Are

Who is providing this notice?

Atlantic Trust

What We Do

How does Atlantic 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 Atlantic Trust collect my personal information?

We collect your personal information, for example, when you

• open an account or

• provide account information or

• make deposits or withdrawals from your account or

• make a wire transfer or

• tell us where to send the money.

We also collect your personal information from other companies.

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 non-affiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

Definitions

Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies.

Atlantic Trust does not have any affiliates.

Non-Affiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

Atlantic Trust does not share with non-affiliates so they can market to you.

Joint marketing

A formal agreement between non-affiliated financial companies that together market financial products or services to you.

Atlantic Trust doesn’t jointly market.