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Confidentiality and Security
We recognize the need for privacy when dealing with personal financial information. We maintain physical, electronic and procedural safeguards that comply with federal (or Pencom) standards to store and secure information about you from unauthorized access, alteration and destruction.
Information We Collect
We collect nonpublic personal information about you from the following sources:
Information We May Share
We may disclose to our affiliates all of the information that we collect, as described above. In order to effect, administer, or enforce a transaction requested or authorized by you, the customer, we may share customer information with third party service providers only in accordance with strict confidentiality. We will share information in accordance with applicable law. We do not disclose any nonpublic personal information about you to unaffiliated third parties for them to rent, sell, trade, or for their independent use.
Employee Access to Information
All employees must adhere to Premium Pension policy on confidentiality. Employee access to customer information is authorized for business purposes only, and the degree of access is based on the sensitivity of the information and on an employee’s need to know in order to service the customer’s account or comply with legal requirements.
Inactive Customers and Closed Accounts
Should you ever decide to close your account(s) or become an inactive customer at PPL we will continue to adhere to the privacy policies and practices as described in this notice.
Like most websites, Premium Pension Limited Web site gathers and maintains statistics about the number of visitors. However, visitors to our Web site are anonymous except where registration is required and cookies are used to improve your online experience. PPL does not rent, sell, trade, or otherwise disclose any personal information collected through our Web site. Any information you provide is for PPL use only.
Please do not provide any account or personal information such as Pin number, phone number or contact address within your e-mail correspondence to a third party except on demand by Premium Pension Limited.
Your confidence in us is important and we want you to know that your personal and account information is safe. If you have any questions or concerns, please contact us.
Please contact your Advisor or Trust Officer to request current prospectuses or if you have any questions regarding this disclosure.