Atlantic Trust Private Wealth Management
Client Privacy Notice
Our relationship with our clients is our most important
asset. We strive to maintain your
trust and confidence in our firm, an essential aspect of
which is our commitment to
protect your personal information. We know you value your
privacy, so we will not
disclose your personal information to anyone unless it is
required by law, is done at your
direction, or is necessary to provide you with our services.
We have not sold and do not
sell your personal information to anyone.
What information do we collect,
maintain and communicate?
Atlantic Trust, including Atlantic Trust Company, N.A.,
Stein Roe Investment Counsel,
Inc. d/b/a Atlantic Trust Private Wealth Management, and
AT Investor Services, Inc.
(collectively, Atlantic Trust) collects and
maintains your personal information so we
can provide investment management services to you. The types
and categories of
information we collect and maintain about you include:
- Information we receive from you to open an account or
provide investment advice
to you (such as your home address, telephone number, and financial information); - Information that we generate to service your account
(such as trade tickets and
account statements); and - Information that we may receive from third parties with
respect to your account
(such as trade confirmations from brokerage firms).
Atlantic Trust will not disclose any personal information
about you or your account(s) to
unaffiliated third parties unless one of the following conditions
is met:
- We receive your prior written consent;
- We believe that the recipient is your authorized representative;
- We are required by law to disclose information to the recipient; or
- The third party needs the information to provide services to you on our behalf.
How do we protect your personal
information?
We have instituted firm-wide practices to safeguard the
information that we maintain
about you. These practices include:
- Adopting policies and procedures to put in place physical,
electronic, and other
safeguards to keep your personal information safe; - Limiting access to personal information to those employees
who need it to perform
their duties; and - Requiring third parties that perform services for us
to agree by contract to keep your
information strictly confidential and secure.
Even if you decide to close your account(s) or become
an inactive client, we will adhere
to the privacy policies and practices described above.
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This statement is for your information only; no action is required by you.
Please direct any questions you may have regarding our Privacy Notice to
Stephen A. Harris,
Compliance Officer, at 617.531.6944.
