Skip to main content

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

Reasons we can share your personal data Does Fiduciary Trust 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
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
No We don’t share
For our affiliates’ everyday business purposes -
information about your creditworthiness
No We don’t share
For nonaffiliates to market to you No We don’t share

 

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 fiduciary trust international.*
What we do  
How does Fiduciary Trust International 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 International 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.

 

Definitions  
Affiliates Companies related by common ownership or control. They can be financial and nonfinancial companies.

• Our affiliates include but are not limited to, companies with a Franklin Templeton name; financial companies such as FTI** and FCC**; and nonfinancial companies, such as FTC**, FTS**, FTIS** and FTIS India**.

Nonaffiliates

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

• Fiduciary Trust International 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 International does not jointly market.

 

*Fiduciary Trust International = Fiduciary Trust Company International, Fiduciary Trust International of California, Fiduciary Trust International of the South, 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
One Madison Avenue, Suite 2000
New York, New York 10010
tel (877)-384-1111
 

Revised November 2024

If you are in Europe, please refer to the Fiduciary Trust International Privacy & Cookies Notice, which you can read here http://www.franklintempletonglobal.com/privacy.

Talk to us today

Let us review your current situation and show you how we can empower you to reach your financial goals.