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 can include:
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 we choose to share and whether you can limit this sharing.
Who is providing this notice?
The following entities, which are all part of CIBC Private Wealth Management: CIBC National Trust Company; CIBC Private Wealth Advisors, Inc.; CIBC Delaware Trust Company; and CIBC Private Wealth Group, LLC.
How do we protect my personal information?
To protect your information from unauthorized access and use, we use security measures that comply with federal law. Those measures include computer safeguards and secured files and buildings.
How do we collect my personal information?
We collect your personal information, for example, when you:
We also may collect your personal information from others, such as affiliates or other companies.
Why can't I limit all sharing?
Federal law gives you the right to limit only:
State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law.
What happens when I limit sharing for an account I hold jointly with someone else?
Your choices will apply to everyone on your account.
AFFILIATES—Companies related by common ownership or control. They can be financial or nonfinancial companies. Our affiliates include CIBC Bank USA and other companies with “CIBC” in their name.
NONAFFILIATES—Companies not related by common ownership or control. They can be financial and nonfinancial companies.
JOINT MARKETING—A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
For California, Connecticut, and Vermont residents: We will limit sharing among our affiliates to the extent required by your state’s laws, unless you authorize us to make those disclosures.
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Internal Custody:If your assets are custodied with Atlantic Trust, please select the internal custody version of Atlantic Trust Portfolio Online to view your portfolio information.
External Custody:If your assets are custodied with an external custodian, such as Schwab, Fidelity or The Bank of New York, you may access the external version of Atlantic Trust Portfolio Online.
Sponsored Funds Investors:If you are an investor in any of the Atlantic Trust Sponsored Funds, you may access the Atlantic Trust Investor Dashboard here.
Safari Browser Users:To access login links, you will need to deselect the "Block pop-up windows" option under your security preferences.
For further assistance, please contact your Atlantic Trust client service team.