WHAT DOES HUTCHINSON FAMILY OFFICES DO WITH YOUR PERSONAL INFORMATION?
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.
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the categories of firms and people with who Hutchinson Family Offices shares and the reasons why Hutchinson Family Offices does so. On the next page is more information about limiting our sharing.
For our everyday business purposes – to process transactions and maintain your accounts (for example, we may share with our third-party service providers that perform services on our behalf or on your behalf, such as accountants, attorneys, consultants, clearing and custodial firms, mail houses, technology companies, and product sponsors such as mutual fund and insurance companies), and to satisfy legal requirements (e.g., respond to court orders or legal or regulatory inquiries) or report to credit bureaus, and otherwise as allowed by law.
For our marketing purposes – to offer new products and services to you.
For joint marketing with other financial companies – WE DO NOT SHARE.
For our affiliates’ everyday business purposes – WE DO NOT SHARE.
For our affiliates to market to you – WE DO NOT SHARE.
If your advisor leaves Hutchinson Family Offices – if the advisor servicing your account(s) leaves Hutchinson Family Offices to join another firm, he or she may be permitted to retain copies of your information and share with his or her new firm in order to continue to provide products and services to you through the firm. In doing so, your advisor is otherwise required to keep confidential the personal information obtained from you while the advisor was affiliated with Hutchinson Family Offices, and he or she may use it only to service your account(s). If you do not want your advisor to share your information in this manner, please contact us to opt out as indicated on the following page. Certain states require affirmative consent to allow sharing.
Hutchinson Family Offices
To prevent unauthorized access to the information we collect, we use security measures that comply with federal law. We have physical and electronic safeguards in place to ensure that we comply with our own policy, industry practices, and federal and state regulations. Our employees are trained in the proper handling of sensitive information.
We collect your personal information, for example, when you: open an account or deposit money; direct us to buy securities or insurance; give us your contact information; seek advice about your investments and insurance; or enter into an investment advisory contract. We also collect your personal information from others, such as credit bureaus, affiliates, or other companies.
Why can’t I limit all sharing?
Federal law gives you the right to limit:
State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law.
Companies related by common ownership or control. They can be financial and nonfinancial companies.
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
Call Hutchinson Family Offices at 866.773.3995.