limit our sharing
||• Call Toll-free 877-723-5571;
• Visit us online at www.univest.net/online_information_sharing_opt_out.aspx
and follow the instructions to opt-out of information sharing
amongst Univest affiliates; or
• Visit a Financial Service Center near you.
If you are a new customer, we can begin sharing your
information 30 days from the date we sent this notice. When you are
no longer our customer, we continue to share your
information as described in this notice.
However, you can contact us at any time to limit our sharing.
||Call toll-free 877-723-5571 or go to
Who is providing this notice?
||Univest Corporation of PA means the
following institutions: Univest Bank and Trust Co.SM,
Univest Investments, Inc. and Univest Insurance, Inc.
How does Univest Corporation of PA protect my personal
||To protect your personal information
from unauthorized access and use, we use security measures that
comply with federal law. These measures include computer safeguards
and secured files and buildings. We also maintain other physical,
electronic and procedural safeguards to protect this information
and we limit access to information to those employees for whom
access is appropriate.
How does Univest Corporation of PA collect my personal
||We collect your personal information,
for example, when you
We also collect your personal information from others, such as
credit bureaus, affiliates, or other companies.
|• Open an account
||• Enter into an investment advisory
|• Apply for a loan
||• Provide account information
|• Apply for insurance
Why can't I limit all sharing?
||Federal law gives you the right to
State laws and individual companies may give you additional rights
to limit sharing.
- sharing for affiliates' everyday business purposes -
information about your creditworthiness
- affiliates from using your information to market to you
- sharing for nonaffiliates to market to you
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 - unless you tell us otherwise.
||Companies related by common ownership
or control. They can be financial and non-financial companies.
- Our affiliates include:
- Companies with a Univest Corporation of PA name
||Companies not related by common
ownership or control. They can be financial and non-financial
- Univest Corporation of PA does not share with nonaffiliates
so they can market to you.
||A formal agreement between
nonaffiliated financial companies that together market financial
products or services to you.
- Univest Corporation of PA doesn't jointly market.
|For Alaska, Illinois, Maryland and North
Dakota Customers. We will not share personal information
with nonaffiliates either for them to market to you or for joint
marketing - without your authorization.
For California Customers. We will not share
personal information with nonaffiliates either for them to market
to you or for joint marketing - without your authorization. We will
also limit our sharing of personal information about you with our
affiliates to comply with all California privacy laws that apply to
For Massachusetts, Mississippi and New Jersey
Customers. We will not share personal information from
deposit or share relationships with nonaffiliates either for them
to market to you or for joint marketing - without your
For Vermont Customers. We will not share personal
information with nonaffiliates either for them to market to you or
for joint marketing without your authorization, and we will not
share personal information with affiliates about your
creditworthiness without your authorization.