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Privacy Policy

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.

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
  • Income
  • Account balances and transaction history
  • Investment experience and risk tolerance
  • Employment information
  • Wire transfer instructions

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 Dyson chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information Does Dyson Share? Can you limit this sharing?
For our everyday business purposes – such as to process your transactions, maintain your accounts(s) or respond to court orders and legal investigations. Yes No
For our marketing purposes – to offer our products and services to you No N/A
For joint marketing with other financial companies No N/A
For our affiliates’ everyday business purposes – information about your transactions and experiences N/A N/A
For our affiliates’ everyday business purposes –

information about your creditworthiness

N/A N/A
For nonaffiliates to market to you No N/A

 

To limit our sharing please call (703) 518-6133. Please note: If you are a new customer, we can begin sharing your information 30 days from the date we sent 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.

What we do:

How does Dyson 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.
How does Dyson collect my personal information? We collect your personal information, for example, when you

·       Provide account information or give us your contact information

·       Seek financial advice or seek advice about your investments

·       Enter into an investment advisory contract

We also collect your personal information from others, such as credit bureaus, affiliates or other companies.

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 nonaffiliates to market to you

What happens when I limit sharing for an account I hold jointly with someone else? 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.

·       Dyson does not have any affiliates.

Nonaffiliates Companies not related by common ownership or control. They can be financial and nonfinancial companies.

·       Dyson does not share with nonaffiliates so they can market to you.

Joint Marketing A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

·       Dyson does not jointly market.

 

Want to know more? Let's Talk

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