FACTS |
Rev. Mar. 2019 WHAT DOES EQUITY
TRUST & WEALTH MANAGEMENT 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 and income - Account balances and payment history - Credit history and credit scores 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 Equity Trust
& Wealth Management chooses to share; and whether you can limit this sharing. |
Reasons we can share your personal information |
Does Equity Trust
& Wealth Management 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 to 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 |
Yes |
No |
For our affiliates' everyday business purposes- information about your transactions and experiences |
Yes |
No |
For our affiliates' everyday business purposes- information about your creditworthiness |
No |
We don't share |
For our affiliates to market to you |
No |
We don't share |
For nonaffiliates to market to you |
No |
We don't
share |
Questions? Call toll-free 888-733-5041
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Who we are |
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Who is providing this notice? |
Equity Trust
& Wealth Management |
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What we do |
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How does
Equity Trust
& Wealth Management 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. Third parties who access personal information are required by contract to use the information only for the specific authorized purpose and further protect the personal information from unauthorized access. |
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How does
Equity Trust
& Wealth Management collect
my personal information? |
We collect
your personal information, for example, when you - Open an account or deposit money - Pay your bills or apply for a loan - Use your credit or debit card We also collect your personal information from others, such as credit bureaus, affiliates, or other companies. |
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Why can't I limit all sharing? |
Federal law gives 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. |
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Definitions |
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Affiliates |
Companies related by common ownership or control. They can
be financial and nonfinancial companies. - Our affiliates include financial companies such as Equity Bank and Equity Bancshares Inc. |
Nonaffiliates |
Companies not related by common ownership or control. They can
be financial and nonfinancial
companies. - Equity Trust
& Wealth Management does not share with nonaffiliates so they can market to you. |
Joint marketing |
A formal agreement between non-affiliated financial
companies that together market financial
products or services to you. - Our joint marketing partner(s) include financial service
companies, credit card companies, investment firms, insurance companies, and prepaid card companies. |