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
  • 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.

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

Call toll-free (877)-384-1111

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

How does Fiduciary Trust 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 Fiduciary Trust collect my personal information? We collect personal information, for example, when you:

  • Open an account
  • Make deposits or withdrawals from your account
  • 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.

  • 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 FCC**; 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.
  • Fiduciary 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. Fiduciary Trust does not jointly market.

*Fiduciary Trust = 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 Trust Company International of Pennsylvania and Fiduciary Trust International, LLC.

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

Fiduciary Trust Company International
280 Park Avenue
New York, New York 10017
tel (877)-384-1111 

Revised June 2020