Privacy Policy Privacy Policy FACTS WHAT DOES DREXEL MORGAN 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 Assets Account Transactions and Transaction History When you are no longer our client, we continue to share your information as described in this notice. 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 Drexel Morgan chooses to share; and whether you can limit this sharing. Reasons we can share your personal information What does Drexel Morgan 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 – No We do not share For joint marketing with other financial companies – No We do not share For our affiliates’ everyday business purposes – information about your transactions and experiences. No No For our affiliates’ everyday business purposes – information about your creditworthiness. No We do not share For non-affiliates to market to you – No We do not share Questions? Please call 484-254-4306 or send an email to info@DrexelMorgan.com Who We Are Who is providing this notice? Drexel Morgan & Co. What We Do How does Drexel Morgan protect my 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 does Drexel Morgan collect my personal information? We collect your personal information, for example, when you: enter into an investment advisory contract provide account information or direct us to buy securities seek advice about your investments 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 individuals companies may give you additional rights to limit sharing. Definitions Affiliates Companies related by common ownership or control. They can be financial and nonfinancial. Our affiliates include financial companies such as The Haverford Trust Company, Haverford Financial Services, Haverford Trust Securities and Drexel Morgan Capital Advisers. Non-affiliates Companies not related by common ownership or control. They can be financial and nonfinancial companies. Drexel Morgan does not share with non- affiliates so they can market to you. Joint Marketing A formal agreement between nonaffiliated financial companies that together market financial products or services to you. Drexel Morgan does not jointly market. © Copyright 2021 Three Radnor Corporate Center, Suite 450 | Radnor, PA 19087 | 484-254-4306 | Fax 610-995-8795 Disclaimer | Terms | Privacy | Directions