You are receiving this Privacy Notice from FTB Advisors, Inc. and FTB Advisors Insurance Services, Inc. (collectively,“First Tennessee” or “we”) because we provide investment and insurance products and/or services to you. These products and/or services are provided to you in connection with an agreement we have with your financial institution.We value your relationship with us, and we know that respect for your privacy is the very foundation of that relationship. Along with our promise to provide you with quality service, we promise to safeguard the information you share with us. This notice applies to non-public personal information we collect about individuals who obtain products or services from us primarily for personal, family or household purposes, including former customers. We call this information “Customer Information”. This Privacy Notice was last updated April 2013, and replaces any previous notice you may have received about First Tennessee’s privacy policies.
We restrict access to Customer Information to those employees who need to know the information. We maintain physical, electronic and procedural safeguards that comply with applicable laws and regulations to protect Customer Information.
We have procedures in place to maintain accurate Customer Information. These procedures include responding to requests to correct inaccurate Customer Information. If you believe our customer records contain incorrect information about you, call or write to us at the telephone number or address listed on your account.
We do not share Customer Information with outside companies or with our affiliates to use for their own marketing purposes. Outside companies or affiliates of First Tennessee that provide us services (such as statement printing or mailing) or help us provide you with products or services you request (such as clearing brokerage transactions or issuing annuity contracts) will receive Customer Information to help us provide you with these products and services. We share Customer Information with others as required or permitted by law, such as in response to subpoenas or summonses. We may also provide Customer Information to your financial institution with whom we have a joint marketing agreement.
We may collect personally identifiable health information, like medical reports, for certain products or services we offer. We do not share personally identifiable health information with anyone except as may be requested or authorized by you or as required in connection with processing a product or service you have requested or as required or permitted by law.
This Privacy Notice applies to the Customer Information First Tennessee collects to provide the products and services to you. It does not describe the privacy policies or practices of your financial institution or any other financial service provider.
One of the toughest aspects of developing a financial plan or an investment strategy is recognizing how your personal style, mindset, and life situation might affect your decisions.
© 2014 FTB Advisors, Inc.
Insurance Products, Investments & Annuities: Not A Deposit | Not Guaranteed By The Bank Or Its Affiliates | Not FDIC Insured | Not Insured By Any Federal Government Agency | May Go Down In Value
Insurance Products and Annuities: May be purchased from any agent or company, and the customer’s choice will not affect current or future credit decisions.
FTB Advisors is the trade name for wealth management products and services provided by First Tennessee Bank National Association (“FTB”) and its affiliates. Financial planning and trust services provided by FTB. Investment management services, investments and annuities available through FTB Advisors, Inc., member FINRA, SIPC, and a subsidiary of FTB. Arkansas License # 416584. Insurance products available through FTB Advisors Insurance Services, Inc. (”FTBIS”), a subsidiary of FTB. Arkansas License # 247414. In some states, insurance products and annuities are provided by First Horizon Insurance Services, Inc. (“FHIS”), a Tennessee corporation, and a subsidiary of FTB. The principal place of business of FHIS is 165 Madison Ave., Memphis, TN 38103. California License # OD12174. FTBIS, FTB Advisors, Inc., and FHIS may transact insurance business or offer annuities only in states where they are licensed or where they are exempted or excluded from state insurance licensing requirements. FTB Advisors does not offer tax or legal advice. You should consult your personal tax and/or legal advisor concerning your individual situation.
Banking products and services provided by FTB. Member FDIC.