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
No
No
We do not share
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
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.
111 Commercial Street, Suite 302
Portland, Maine 04101
207.775.7200
207.775.7203 (Fax)