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.
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
- Account balances and account transactions
- Risk tolerance and investment experience
When you are no longer our client, we continue to share your information as described in this notice.
All financial companies need to share clients’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their clients’ personal information; the reasons Woodmont chooses to share; and whether you can limit this sharing.
| Reasons we can share your personal information | Does Woodmont share? | Can you limit this sharing? |
|---|---|---|
| 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. | Yes | No |
| For our marketing purposes – to offer our products and services to you | No | No |
| For joint marketing with other financial companies | No | We do not share |
| For our affiliates’ everyday business purposes – information about your transactions and experiences | No | We do not share |
| For our affiliates’ everyday business purposes – information about your creditworthiness | No | We do not share |
| For nonaffiliates to market to you | No | We do not share |
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
| Who we are | |
|---|---|
| Who is providing this notice? | Woodmont Investment Counsel, LLC |
| What we do | |
|---|---|
| How does Woodmont 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 Woodmont collect my personal information? |
We collect your personal information, for example, when you
|
| 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.
|
| Nonaffiliates |
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
|
| Joint marketing |
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
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