Croft-Leominster collects personal information about you from new account agreements, and through communication channels such as meetings, telephone conversations, and requests sent by mail or electronic mail. Information is also collected as a result of activity within your account. This information may include: Name, Address, Social Security Number or Tax Identification Number, Assets, Income, Account Balance, Transactions, and Accounts at other institutions.
We do not sell personal information about current or former clients to any third parties, and we do not disclose it to third parties unless necessary to process a transaction, service an account, or as otherwise permitted by law.
We provide one copy of this notice to joint account holders. Please share this information with everyone covered by your contract. Upon your request, we will send additional copies of this notice.
Respecting your privacy has and will always be an important aspect of our business.