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 service you have with us. This information can include:
Social Security number and income
Account balances and transaction history
Assets, investment experience, risk tolerance, and account transactions
Retirement assets, checking account information, and employment information
Payment history
When you are no longer our client, we continue to share your information as described in this notice.
How
All financial companies need to share customer’s personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customer’s personal information; the reasons PFS chooses to share; and whether you can limit this sharing.
|
Reasons PFS Can Share |
Does PFS 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 do not share |
|
For nonaffiliates to market to you |
No |
We do not share |
Who is providing this notice?
Private Fiduciary Solutions LLC
How does PFS 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 securing your files through Citrix ShareFile®.
How does PFS collect my personal information?
Among other times, we collect your personal information when you retain us as your trustee, provide us with income, liability, and asset information, tell us about your investment or retirement portfolio, seek advice, provide employment and account information, give us your contact information or pay us via a check, make a wire transfer or money movement authorization or share your government-issued ID or your driver’s license.
Questions
If you have questions, please call 314.733.5383 or go to our website at www.pfs-stl.com