Privacy Policy

Privacy Policy – Updated August 2023

Facts: What does Haverford 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 assets
  • account transactions and transaction history

When you are no longer our client, we continue to share your information as described in this notice.

HOW?

 All financial companies need to share client information to run their everyday business. In the section below, we list the reasons financial companies can share their client’s personal information, the reasons Haverford chooses to share, and whether you can limit this sharing.

REASONS WE CAN SHARE YOUR PERSONAL INFORMATION

DOES HAVERFORD 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 —  Yes No
For joint marketing with other financial companies — No We do not share
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 do not share
For non-affiliates to market to you — No We do not share

Questions?

Please call: 888-995-5995 or send an email to Compliance@HaverfordQuality.com.

Who We Are

Who is providing this notice?
  • The Haverford Trust Company
  • Haverford Trust Securities, Inc.
  • Haverford Financial Services, Inc.

What We Do

How does Haverford 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.
How does Haverford collect my personal information? We collect your personal information, for example, when you:

  • open an account
  • provide account information
  • seek advice about your investments or deposit money
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 non-affiliates to market to you

State laws and individuals companies may give you additional rights to limit sharing.

Definitions

Affiliates Companies related by common ownership or control. They can be financial and nonfinancial companies. Our affiliates include:

The Haverford Trust Company, Haverford Financial Services, Haverford Trust Securities, and Drexel Morgan & Co.
Non-affiliates Companies not related by common ownership or control. They can be financial and nonfinancial companies.

Haverford does not share information with non-affiliates so they can market to you.
Joint Marketing A formal agreement between non-affiliated financial companies that together market financial products or services to you.

Haverford does not jointly market.

Other information

Haverford limits use of personal information in accordance with California law.