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

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
Do we share?
Yes
Can you limit this sharing?
No

For our marketing purposes— to offer our products and services to you
Do we share?
Yes
Can you limit this sharing?
No

For joint marketing with other financial companies
Do we share?
Yes
Can you limit this sharing?
Yes

For our affiliates’ everyday business purposes—
information about your transactions and experiences
Do we share?
Yes
Can you limit this sharing?
Yes

For our affiliates’ everyday business purposes—
information about your creditworthiness
Do we share?
Yes
Can you limit this sharing?
Yes
For our affiliates to market to you
Do we share?
Yes
Can you limit this sharing?
Yes

For non-affiliates to market to you
Do we share?
No
Can you limit this sharing?
NA

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.
However, you can contact us at any time to limit our sharing

Questions?
Call 203-570-8035

Who we are
Who is providing this notice?- Confluent Asset Management 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 you 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 you limit sharing for an account you 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 nonfinancial companies.
Non-affiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
Joint marketing
A formal agreement between non-affiliated financial companies that together market financial products or services to you.