Privacy Notice

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


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 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.


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.


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.