Privacy Policy – March 2022
FACTS
WHAT DOES DREXEL MORGAN
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 Transaction History
- Assets and Employment History
When you are no longer our client, we continue to share your information as described in this notice.
How?
In the section below, we list the reasons financial companies can share their client’s personal information; the reasons Drexel Morgan chooses to share; and whether you can limit this sharing.
Reasons we can share your personal information
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.
Does Drexel Morgan share ?
Yes
Can you limit this sharing?
No
For our affiliates’ everyday business purposes
information about your transactions and experience
No
We do not share
For joint marketing with other financial companies
No
We do not share
For our affiliates’ everyday business purposes –
information about your creditworthiness
No
We do not share
For non-affiliates to market to you
No
No
Questions?
Please call 484-254-4306 or go to www.DrexelMorgan.com
Who we are
Who is providing this notice?
Drexel Morgan & Co.
What we do
How does Drexel Morgan 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 Drexel Morgan collect my personal information?
We collect your personal information, for example, when you:
- Seek advice about your investments
- Enter into an investment advisory contract
- Provide account information or direct us to buy securities
Why can’t I limit all sharing?
- 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
Our affiliates include financial companies such as The Haverford Trust Company, Haverford Trust Securities, and Haverford Financial Services.
Non-affiliates
Drexel Morgan does not share information with non-affiliates so they can market to you.
Joint Marketing
Drexel Morgan does not jointly market with non-affiliated companies.