Privacy Notice SunSouth Financial Planning

 

From the time it was founded, SunSouth Alabama Financial Group, LLC has always highly valued its customers’ privacy. We have protected your confidential information in many ways over the years, and will continue to do so using state-of-the-art measures. We never lose sight of the fact that our customers’ trust is our most treasured asset. You are assured that our corporate focus is the protection of your privacy in dealings with us. If you ever have any questions about the confidentiality of your information in our hands, please call us. Every day, we appreciate your business. Thank you for banking with us.

For the purpose of this notice the terms listed below have the definition shown:

A customer is a person that has a continuing relationship with SunSouth Alabama Financial Group, LLC for a personal, family or household purpose.

Nonpublic personal information means information about you that we collect in connection with providing a financial product or service to you. Nonpublic personal information does not include information that is available from public sources, such as telephone directories or government records. Hereafter, we will use the term “information” to mean nonpublic personal information as defined in this section.

An affiliate is a company SunSouth Alabama Financial Group, LLC owns or controls, a company that owns or controls us, or a company that is owned or controlled by the same company that owns or controls us. Ownership does not mean complete ownership, but means owning enough to have control.

A nonaffiliated third party is a person we do not employ or a company that is not an affiliate of ours. This is also known as nonaffiliated third party, or simply, an “other party.”

We, our, and us, when used in this notice, mean SunSouth Alabama Financial Group, LLC.

You and your, when used in this notice, mean present and former customers of SunSouth Alabama Financial Group, LLC.

Categories of Information That We Collect

We collect nonpublic information about you from the following sources:

  • Information we receive from you on applications or other forms; and
  • Information about your transactions with us, our affiliates, or others.

Categories of Information That We Disclose

We may disclose your name, address and information about your accounts with us to other financial institutions with whom we have a joint marketing agreement to provide you with information about additional products and services.

We reserve the right to disclose all the information we collect, as described above, with financial service providers such as banks, mortgage bankers, securities broker-dealers, insurance agents, mortgage companies or lease companies that are or may in the future become our affiliate or with whom we may enter in to a joint marketing agreement or to companies that perform marketing services on our behalf.

We do not disclose nonpublic personal information about our customers or former customers to anyone, except as permitted by law.

Confidentiality and Security of Your Information

We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.

 

©2006 SunSouth Bank. All Rights Reserved.