Shared Information is Carefully Controlled:
Information may be shared with non-affiliated parties in instances where you have granted us authority to service your account(s), such as investment or insurance companies or outside brokerage firms. As permitted or required by law, and your non-public personal information may be disclosed to regulatory agencies or government personnel acting in an official capacity, or if certified by governmental agencies, with other non-affiliated financial institutions.
At your direction, and only to the extent necessary, we may release non-public, personal information to other professionals for purposes of estate or insurance planning, tax preparation, or other financial areas of expertise. We may also provide specific information, with your written authorization, to other interested parties, household members, or emergency contacts.
We limit employee and agent access to information to those who have a business or professional reason for knowing. Our employees are expected to protect that information from inappropriate access, disclosure and modification.