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California Privacy Notice

 
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When it comes to your financial affairs, you expect a relationship built on privacy and integrity. That is why Northern Trust does not sell client information to other companies.

This notice outlines what we do to protect your personal information and describes how you can limit the sharing of this information. It is required to be sent to you annually by the California Financial Information Privacy Act in addition to the notice that provides information about your privacy rights under federal law. It is presented in the form prescribed by California law.

If you already have instructed us to limit our marketing use or to not share your information with other Northern Trust affiliates or with companies with which we have joint marketing agreements, you do not need to do anything. We will continue to honor your request.

We thank you for your business and appreciate the trust you have placed in us to protect the security and confidentiality of your personal information. For more information and helpful resources, visit northerntrust.com/securitycenter.

YOUR RIGHT

You have the following right to restrict the sharing of personal and financial information with our affiliates (companies we own or control) and outside companies with whom we have joint marketing agreements. Nothing in this form prohibits the sharing of information necessary for us to follow the law, as permitted by law, or to give you the best service on your accounts with us. This includes sending you information about some other products or services.

YOUR CHOICES

Restrict information sharing with companies we own or control (affiliates): Unless you say “No,” we may share personal and financial information about you with our affiliated companies.
__No, please do not share personal and financial information with your affiliated companies.

Restrict information sharing with other companies we do business with to provide financial products and services: Unless you say “No,” we may share personal and financial information about you with companies with whom we have joint marketing agreements.
__No, please do not share personal and financial information with companies with whom you have joint marketing agreements.

TIME-SENSITIVE REPLY

You may make your privacy choice at any time. Your choice marked here will remain unless you state otherwise. However, if we do not hear from you, we may share some of your information with affiliated companies and other companies with whom we have joint marketing agreements.

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Name

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Account Number(s)

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Signature

To exercise your choice, do one of the following:

(1) Fill out, sign and send back this form to us using the envelope provided (you may want to make a copy for your records);
(2) Fax the completed form to 866-203-8269; or
(3) Call this toll-free number 877-265-3729.

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*Member FDIC