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.
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.
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.
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.
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