Rev: January 30, 2023
FACTS
WHAT DOES SAFE HARBOR FIDUCIARY, LLC 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 payment history
How?
All 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.
Reasons we can share your personal information
Do we share?
Can you limit this sharing?
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
Yes
No
For our marketing purposes—
to offer our products and services to you
Yes
Yes
For joint marketing with other financial companies
No
We don’t share
For our affiliates’ everyday business purposes—
information about your transactions and experiences
Yes
Yes
For our affiliates’ everyday business purposes—
information about your creditworthiness
No
We don’t share
For our affiliates to market to you
Yes
Yes
For non-affiliates to market to you
No
We don’t share
To limit
our sharing
• Mail the form below
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.
Questions?
Call 850-435-4844
Who we are
Who is providing this notice? Safe Harbor Fiduciary, LLC
What we do
How do we protect your 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 do we collect your personal
information?
We collect your personal information, for example, when you
• Open an account or deposit money
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
account I hold jointly?
Your choices will apply to everyone on your account—unless you
tell us otherwise.
Definitions
Affiliates Companies related by common ownership or control. They can be
financial and non-financial companies.
Non-affiliates Com panies not related by common ownership or control. They can be
financial and non-financial companies.
Joint marketing A formal agreement between non-affiliated financial companies that
together market financial products or services to you.
Mail-in Form
If you have a joint
account, your
choice(s) will
apply to everyone
on your account
unless you mark
below.
 Apply only to me
Mark any you want to limit:
 Do not share my personal information for marketing purposes.
 Do not allow your affiliates to use my personal information to market to me.
 Do not share my personal information with non-affiliates to market their products and
services to me.
Name Mail to:
Safe Harbor Fiduciary, LLC
700 South Palafox Street
Suite 300
Pensacola, FL 32502
Address
City, State, Zip
Account #