|
 |
We do not sell information about you. |
|
We do not share your information with anyone else for marketing
purposes. |
|
We use your personal information only to help transact the business
you have with us. |
Privacy Notice to Our Customers
As a client of Pacific Asset Management*,
you trust us to help you achieve financial success and security. We provide
this notice because you have a right to know how we protect the privacy of the
personal information you share with us. Your knowledge of our privacy principles
and practices will confirm the trust you have placed in us.
What Personal Information Do We Collect?
The type of information that we collect depends on the type of advisory service
we provide. This includes:
|
|
 |
Information you provide on an questionnaire or other form (for
example, name, address, social security number, or income). |
|
|
Information about your business and history with us. |
Most of the personal information we collect is obtained from you. We collect
personal information needed only to service and administer your business with
us.
How Do We Use and Disclose Your Information?
The main use of your information is to confirm your identity in the course of
business that we perform at your request. We also use your information to service
your accounts with us.
Information may be disclosed to other entities that provide business services to
us related to our transactions with you. This may include administrative or audit
services. Examples are your agent or broker. Before we disclose your information,
these entities must agree to keep it private.
We may also share information within our corporate family to service your business.
For example, our business units provide administrative services. If necessary, we
disclose information when it is required by law. We may also disclose certain
information to other entities to help us report or prevent fraud. Examples are
reports to a regulatory or law enforcement agency.
How Do We Protect the Security of Your Information?
We have policies to maintain physical, electronic, and procedural safeguards to
protect the confidentiality of your personal information. Access to personal
information is available only to those people who need to know it in order to
service your business.
Should your relationship with us end, we will continue to follow the privacy
policies described in this notice to the extent that we retain information about
you. If we no longer need to retain that information, we will dispose of it in a
secure manner.
Do You Need to Do Anything?
It is not necessary for you to take any action. This is because we do not share
your information except to service the business you have requested from us. You
do not need to "opt-out" or "opt-in" as you may have done with other financial
companies.
How Can You See And Correct Your Information?
Generally, you have the right to review the personal information we have about
you. You must request this in writing. We are not required to provide you with
information we have collected in connection with a claim or lawsuit. If you believe
that any of the information we have is in error, you may write us and request a
correction. Where justified, corrections will be made.
Please direct inquiries about accessing or correcting your information to the
address below:
Pacific Life Privacy Office
700 Newport Center Drive
Newport Beach, CA 92660
If you have questions regarding Pacific Life's Privacy Promise, please call toll
free
.
Please have your account number available, if applicable, when you call so we may provide
you with the best service. A copy of our privacy notice will be sent out annually.
|
