Privacy Policy
We all want to feel safe about the information we give to financial institutions. Because we at Verity respect and share your concern for privacy we are safeguarding information provided to us by both customers and prospective customers.
We maintain physical, electronic and procedural safeguards to ensure your personal information is treated responsibly and in accordance with our privacy policy. We also restrict access to your personal information within our organization to those employees and representatives who need to know that information to provide you with the highest level of service or to otherwise conduct Verity business.
Collecting personal information from you is essential to our ability to offer quality financial products and services. As part of that process, we may collect nonpublic personal information about you from the following sources:
- Information we receive from you on applications, forms, and in personal interviews, such as your name, address, Social Security number, assets, income and beneficiaries;
- Information about your transactions with us, our affiliates or others;
- If required for the products you select, information we receive from consumer reporting agencies and other sources, such as creditworthiness and history, medical information and employment information.
We do not sell any information to any third parties. We do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted or required by law. We may disclose the types of information listed above to companies that help us conduct our business, that perform administrative or other services on our behalf, or other financial institutions with which we have joint marketing agreements.
We may also share selected financial information about you within the Verity group of companies in order to better serve you and offer you carefully selected products and services.
This disclosure applies to products and services offered by Verity Asset Management, Verity Investments, Inc., and Verity Lending Services.
You have the right to see and correct any personal information we may collect about you. If you believe any of the information we have collected about you is erroneous, we would appreciate your assistance in making corrections.
If you have questions or concerns about our privacy policy, please contact us. Thank you for placing your trust in us.