Glenmede Online Privacy Policy

 

Glenmede is committed to protecting the confidentiality and privacy of your non-public personal information. This Privacy Policy explains how we may collect, use and share information received from you when you visit or use Glenmede’s websites and other online services that link to this Privacy Policy, or in connection with our provision of services to clients. Our websites and services are intended for individuals within the US.

How We Collect Information

Glenmede may collect names, telephone numbers, email addresses, postal addresses and other personal information (the "Information") from:

  • individuals who send us Information when completing online requests for information and other online forms, and when responding to follow-up communications from Glenmede;
  • applications, correspondence, contracts, fiduciary documents and other documents and forms relating to the onboarding or maintenance of client accounts;
  • client transactions, account activity and holdings; and
  • third parties from which clients have authorized us to obtain Information.

 

Service Offerings

Glenmede may use Information in order to send you offers, newsletters, and other information regarding certain Glenmede services and services from Glenmede and/or its partners that Glenmede believes may be of interest to you. Additionally, when you sign up to receive informational materials or other information through our website, we may use your Information to complete your request. You can opt out of receiving marketing e-mails from us by clicking on the “unsubscribe” link in the e-mails. Please note that it may take up to ten (10) business days for your opt-out request to be processed. If you are a client that opts out of marketing e-mails, we may continue to send you certain account-related e-mails, such as notices about your account and confirmations of transactions you have requested.

Disclosures to Third Parties

Glenmede does not disclose Information to third parties except as permitted by law. Third party processors or service providers may be provided with access to Information in order to provide services to Glenmede. Our contracts with such third parties require them to maintain the confidentiality of such Information and prohibit them from using, disclosing or releasing Information outside the scope of providing such services.

Opt-Out Notifications

In the event that Glenmede intends to disclose Information to a third party that is not providing services to Glenmede, Glenmede will notify all affected clients of such intended disclosure. Each such client will be advised of the nature of the disclosure and given instructions on how to opt out. At present, Glenmede has no intention of disclosing Information to third parties beyond the necessary disclosures to processors and service providers and as otherwise permitted by law.

Security

Glenmede maintains physical, electronic and procedural safeguards intended to comply with applicable laws and regulations to protect client Information. Our independent auditor examines the control objectives established by Glenmede related to investment management, trust and custody services and performs testing to determine whether those controls tested were operating with sufficient effectiveness to provide reasonable assurance that the control objectives were achieved.

Use of Cookies

We use cookies (“Cookies”) to track information provided by your browser and our software application when you use this website. A Cookie is a small piece of information that a website, such as this one, stores on your web browser on your device and can later retrieve. “Session” Cookies are temporary, expire at the end of a browser session (when you leave our website) and allow us to recognize you and carry information as you navigate between pages during a browser session. “Persistent” Cookies remain in the Cookie file of your browser even after you leave our website and after the browser is closed. These Persistent Cookies enable this website to recognize you on your return, remember your preferences and provide tailored services to you. A Cookie will not contain information that will enable us to contact you via telephone, e-mail, or other means.

We use session and persistent cookies to measure your use of our website in an effort to improve its quality and enhance your overall experience, including tracking page views, time and date of website access, and other usage and navigation data, and identifying your operating system and browser type (but not other information about your computer or the files or programs on it) and your general geographic location. We also use them to aggregate usage data to track trends and analyze patterns on the website.

If you do not wish to accept Cookies from this website, please either disable them or refrain from using this website. If Cookies are disabled, it may mean that you experience reduced functionality or will be prevented from using all or part of this website.

Most browsers are initially set to accept Cookies. However, you can configure your browser settings to accept specific Cookies or to notify you each time a new Cookie is about to be stored on your device so you can decide whether to accept or reject the Cookie. For more information about Cookies, how they work, why they are so useful and how to disable them, you can visit www.allaboutcookies.org.