WHAT DOES FIRM NAME DO WITH YOUR PERSONAL INFORMATION?
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.
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
· Credit history and credit scoresAll 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 we choose to share; and whether you can limit this sharing.
TO LIMIT SHARING
*Email the form below to info@blueridgeinvestments.org
Mark any you want to limit:
□ Do not share information about my creditworthiness with your affiliates for their everyday business purposes.
□ Do not allow your affiliates to use my personal information to market to me.
If you have a joint account, your choice(s) will apply to everyone on your account unless you mark below.
□ Apply only to me
Name:
Address:
City, State, Zip:
Phone Number:
Please note:If you are a new customer, we can begin sharing your information from the date you received 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.
WHO IS PROVIDING THIS NOTICE?
Blue Ridge Investments LLC
WHAT WE DO
· How does FA 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, secured files, and buildings.
· How does FA collect my personal information?
We collect your personal information, for example, when you open an account.
· 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 individual companies may give you additional rights to limit sharing.
· What happens when I limit sharing for an accountI hold jointly?
Your choices will apply to everyone on your account—unless you tell us otherwise.
