What does CIBC Atlantic Trust Private Wealth Management do with your personal information?
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 can include:
- Information we receive from you to open an account or provide investment advice to you (such as your home address, telephone number, Social Security number and financial information)
- Information we generate to service your account (such as trade tickets and account statements)
- Information we receive from third parties with respect to your account (such as trade confirmations from brokerage firms)
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 CIBC Atlantic Trust chooses to share and whether you can limit this sharing.
|Reasons We Can Share Your Personal Information:||Do We Share?||Can You Limit This Sharing?|
|For our everyday business purposes—such as to process your transactions, maintain your account(s) or respond to court orders and legal investigations||Yes||No|
|For our marketing purposes—to offer our products and services to you||Yes||No|
|For joint marketing with other financial companies||No||We don't share|
|For our affiliates’ everyday business purposes—information about your transactions and experiences||Yes||No|
|For our affiliates’ everyday business purposes—information about your creditworthiness||No||We don't share|
|For our affiliates to market to you||Yes||Yes|
|For nonaffiliates to market to you||No||We don't share|
TO LIMIT OUR SHARING
|Call toll-free||US and Canada: 844.204.5271
Outside US/Canada: 212.408.9740
|Please note:||If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice; however, you can contact us at any time to limit our sharing.|
|Questions?||Please contact your CIBC Atlantic Trust relationship manager.|
WHO WE ARE
Who is providing this notice?
CIBC Atlantic Trust Private Wealth Management, which includes Atlantic Trust Company, National Association; AT Investment Advisors, Inc.; Atlantic Trust Company of Delaware; and Atlantic Trust Group, LLC.
WHAT WE DO
How does CIBC Atlantic Trust protect my personal information?
To protect your information from unauthorized access and use, we use security measures that comply with federal law. Those measures include computer safeguards and secured files and buildings.
How does CIBC Atlantic Trust collect my personal information?
We collect your personal information, for example, when you:
- Open an account
- Make a wire transfer
We also may collect your personal information from others, such as affiliates or 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
- Sharing for affiliates to market to you
- Sharing for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law.
What happens when I limit sharing for an account I hold jointly with someone else?
Your choices will apply to everyone on your account.
AFFILIATES—Companies related by common ownership or control. They can be financial or nonfinancial companies. Our affiliates include CIBC Bank USA and other companies with "CIBC" in their name.
NONAFFILIATES—Companies not related by common ownership or control. They can be financial and nonfinancial companies.
- CIBC Atlantic Trust does not share with nonaffiliates so they can market to you.
JOINT MARKETING—A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
- CIBC Atlantic Trust doesn't jointly market.
OTHER IMPORTANT INFORMATION
For California, Connecticut, and Vermont residents: We will limit sharing among our affiliates to the extent required by your state’s laws, unless you authorize us to make those disclosures.
If your assets are custodied with Atlantic Trust, please select the internal custody version of Atlantic Trust Portfolio Online to view your portfolio information.
If your assets are custodied with an external custodian, such as Schwab, Fidelity or The Bank of New York, you may access the external version of Atlantic Trust Portfolio Online.
Sponsored Funds Investors:
If you are an investor in any of the Atlantic Trust Sponsored Funds, you may access the Atlantic Trust Investor Dashboard here.
For further assistance, please contact your Atlantic Trust client service team.