Privacy Notice
Privacy Notice
Federal law requires financial institutions to explain how they collect, share, and protect personal information.
Information we collect
The information we collect and share depends on the products and services you use and may include:
- Social Security number and account balances
- Credit history and credit scores
- Income and payment history
We may continue to share information as described in this notice even after you are no longer a member.
How we may share your information
Everyday business purposes
We may share information to process transactions, maintain accounts, respond to legal requests, and report to credit bureaus. You cannot limit this sharing.
Marketing our products and services
We may share information for our own marketing purposes. You cannot limit this sharing.
Joint marketing with other financial companies
We may share information through joint marketing relationships. You cannot limit this sharing.
Affiliates’ everyday business purposes
We may share information about your transactions and experiences with affiliates. You cannot limit this sharing.
We do not share information about your creditworthiness for affiliates’ everyday business purposes, allow affiliates to use your information to market to you, or share your information with non-affiliates so they can market to you.
How we protect your information
We use security measures that comply with federal law, including computer safeguards and secured files and buildings.
How we collect information
We may collect personal information when you open an account, deposit money, provide identification, apply for financing, or provide account information. We may also receive information from credit bureaus, affiliates, and other companies.
Federal law provides the right to limit certain types of information sharing. State law and individual companies may provide additional rights.
Definitions
Affiliates: Companies related through common ownership or control, including companies using the Heritage South Financial, LLC name.
Non-affiliates: Companies that are not related through common ownership or control.
Joint marketing: A formal agreement between nonaffiliated financial companies that market financial products or services together. Heritage South’s joint marketing partners may include insurance and e-commerce companies.
Questions? Call 931-680-1400.