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Privacy Policy

Rev. March 2017

FACTS

WHAT DOES UNIVEST CORPORATION OF PA DO WITH YOUR PERSONAL INFORMATION?

Why?

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.

What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social Security number and Income
  • Account Balances and Payment History
  • Transaction History and Overdraft History

How?

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 Univest Corporation of PA chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information

Does Univest Corporation of PA share?

Can you limit this sharing?

For our everyday business purposes -
such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

Yes No

For our marketing purposes -
to offer our products and services to you

No We don't share

For joint marketing with other financial companies

Yes No

For our affiliates’ everyday business purposes -
information about your transactions and experiences

Yes No

For our affiliates’ everyday business purposes -
information about your creditworthiness

No We don't share

For our affiliates to market to you

Yes Yes

For nonaffiliates to market to you -
information about your transaction experiences

No We don't share

To limit our sharing


Please note:

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 anytime to limit sharing.

Questions?

Call 877.723.5571 or visit our contact form online at www.univest.net/contact-us


WHO WE ARE

Who is providing this notice?

Univest Corporation of PA means the following institutions: Univest Bank and Trust Co. SM ; Univest Investments, Inc.; Univest Insurance, Inc.; and Girard Partners, a Univest Wealth Management Firm

What We Do

How does Univest Corporation of PA protect my personal information?

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 information?

We collect your personal information, for example, when you:

  • Open an account
  • Apply for a loan
  • Apply for insurance
  • Enter into an investment advisory contract
  • Provide account information

We also collect your personal information from others, such as credit bureaus, affiliates, or other companies.

Why can’t I limit all sharing?

Federal law gives you the right to limit only

  • 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

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- unless you tell us otherwise.

Definitions

Affiliates

Companies related by common ownership or control. They can be financial and non-financial companies.

  • Our affiliates include: Univest Bank and Trust Co. SM ; Univest Investments, Inc.; Univest Insurance, Inc.; and Girard Partners, a Univest Wealth Management Firm

Nonaffiliates

Companies not related by common ownership or control. They can be financial and non-financial companies.

  • Univest Corporation of PA does not share with nonaffiliates so they can market to you.

Joint Marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

  • Our joint marketing partners include Elan Financial Services, a credit card company 

Other Important Information

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 us.

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 authorization.

For Vermont Customers. We will not disclose information about your creditworthiness to our affiliates and will not disclose your personal information, financial information, credit report, or health information to nonaffiliated third parties to market you, other than as permitted be Vermont law, unless you authorize us to make those disclosures. 

Additional information concerning our privacy policies can be found at www.univest.net/privacy or call 877-723-5571.

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