Fiduciary Trust International

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Privacy Statement

WHAT DOES FIDUCIARY TRUST COMPANY INTERNATIONAL 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
  • Account Balances
  • Wire Transfer Instructions
  • Employment Information
  • Transaction History
  • Income

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 FTCI* chooses to share; and whether you can limit this sharing.

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QUESTIONS?
Call toll-free (877)-384-1111

WHO WE ARE
Who is providing this notice
? Fiduciary Trust Company International, including our subsidiary companies, as defined in the below footnote under FTCI*.

WHAT WE DO
How does FTCI 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 FTCI collect my personal information? We collect personal information, for example, when you:

  • Open an account
  • Deposit money
  • Show your government-issued ID
  • Provide account information
  • Seek advice about your investments

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:

  • Sharing for affiliates' everyday business purposes - information about your creditworthiness
  • Affiliates from using your information to market to you
  • Sharing for nonaffiliates to market to you

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.

  • Our affiliates include companies with a Franklin Templeton name; financial companies such as FTI**; and nonfinancial companies, such as FTC**, FTS** and FTIS India**.

Nonaffiliates. Companies not related by common ownership or control. They can be financial and nonfinancial companies.

  • FTCI 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.

  • FTCI does not jointly market.

 

*FTCI = Fiduciary Trust Company International, Fiduciary Trust International of California, Fiduciary Trust International of the South, Fiduciary Investment Management International, Inc., Fiduciary Trust International of Delaware, Fiduciary International, Inc., and Fiduciary Trust International Limited.

**Franklin Templeton Institutional, LLC (FTI), Franklin Templeton Companies, LLC (FTC), Franklin Templeton Services, LLC (FTS), and Franklin Templeton International Services (India) Private Limited (FTIS India).

Fiduciary Trust Company International
600 Fifth Avenue
New York, New York 10020
tel (212)-632-3000
tel (877)-384-1111
www.fiduciarytrust.com
www.ftciinvestorservices.com

 

Revised December 2013

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To set up an appointment or to learn more about Fiduciary Trust, please contact J. Chisholm Lyons in our New York headquarters at (866) 624-3834 or c.lyons@ftci.com. You may also complete the information below and we will respond to you as soon as possible.

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   Securities, mutual funds and other non-deposit investments: • Not FDIC Insured • No Bank Guarantee • May Lose Value   
Deposit products offered by Fiduciary Trust Company International, Member FDIC.
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