WE TAKE YOUR PRIVACY PERSONALLY.

When you become a customer at The Bank of Tampa and Florida Investment Advisers, it’s more than a business arrangement. We consider it a matter of personal trust. So we’re very careful to protect the confidential information you provide.

You have our promise that we will:

  • Request only the information necessary to provide you with the individual attention you deserve
  • Share that information only with the staff members and outside support vendors who must have it in order to serve you
  • Never sell your name, address or account information to anyone

    OUR COMMITMENT TO YOU

    Protecting your privacy is an integral part of our commitment to individual service and long-term relationships at The Bank of Tampa and Florida Investment Advisers. This Privacy Policy notice is designed to explain the ways in which we use and safeguard personal information that is not available publicly.

    It can be summed up in this simple statement: We will never disclose any non-public information about you except as required or permitted by law.

    PROTECTING CUSTOMER INFORMATION

    Maintaining the confidentiality and security of customer information has always been a high priority at The Bank of Tampa and Florida Investment Advisers. We restrict access to non-public, personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic and procedural safeguards that comply with federal standards to protect your non-public, personal information.

    We do not contact customers via e-mail to verify or request security information. If you receive such a fraudulent e-mail, please do not respond to it. If you believe your account information may have been compromised, please contact us immediately.

    We also encourage you to be diligent in protecting your personal information. You should always safeguard your account numbers, PINs and other customer access numbers. Never disclose confidential information to unknown callers or when there is no justified reason for the requested disclosure.

    INFORMATION COLLECTED ABOUT YOU

    In order to meet your financial service needs, we collect non-public, personal information about you. We obtain this information from a variety of sources:

  • Information you provide to us on applications or other forms, such as your income, assets, debts and Social Security number.
  • Information about your transactions and account experience with us or others, such as your account balance or payment history.
  • Information we receive from a consumer reporting agency, such as information regarding your credit history and creditworthiness.
  • Information from other outside sources regarding their employment, credit or other relationship with you or verifying representations made by you, such as your identity, employment history, loan or credit card balances or your property insurance coverage.


    • We collect and use only that information about you which is necessary to provide a high level of service, offer products and services that will be of interest to you and to administer our business.

    INFORMATION SHARING

    Within The Tampa Banking Company

    The Bank of Tampa and Florida Investment Advisers may share with each other some or all of the information described above. We may do this to determine if you would benefit from other services offered by our family of companies or to make it easier for you to do business with us. Some of the benefits to you of sharing information between The Bank of Tampa and Florida Investment Advisers may include:

  • Account upgrades with additional benefits.
  • Offers for products and services specifically suited to your individual situation.


    • The law allows The Bank of Tampa and Florida Investment Advisers to share with each other identifying information and information about transactions and experiences with you, such as your account balances and payment history. You may direct us not to share other information with each other that is assembled or used to determine your eligibility for a product or service, such as that shown on consumer credit reports and asset and income information from applications.

    If you prefer that The Bank of Tampa and Florida Investment Advisers not share this information with each other, you may choose to opt out (or ask us not to share). To opt out, simply notify us by calling toll-free 1-866-875-0770 or contact your account officer. When you contact us, please be prepared to provide the full name, address, Social Security number and telephone number for each individual. Your opt out request will become effective as soon as reasonably practicable after we receive it.

    We will mail our Privacy Policy notice annually to the address to which we send your account information. If there are multiple owners of an account, we will treat an opt out request by one of the owners as applying to that owner only, unless that person requests on behalf of other owners that their information not be disclosed.

    You need only notify us once if you choose to limit the information shared between The Bank of Tampa and Florida Investment Advisers. After your initial notification, we will continue to honor your request and you do not need to take any further action.

    INFORMATION SHARING

    With Other Companies

    Like most other financial institutions, we outsource some of our process work to specialists. We carefully select such companies to provide support services for us, such as customer check printing and debit card processing. We may disclose to these companies the information described in the section entitled “Information Collected About You.” However, we provide only the information these companies need to do their job and they are not allowed to use the information for any purpose other than to provide the services that they were retained to perform. Additionally, these companies are contractually required to keep the information that we provide to them confidential.

    In accordance with banking industry practice and the Fair Credit Reporting Act, we exchange certain information with credit reporting agencies. Otherwise, we disclose information when it is legally required, such as in response to a subpoena, to prevent fraud or to comply with a legally permitted inquiry by a government agency or regulator.

    Except as described above, we do not disclose customer information to parties outside of our corporate family unless the customer expressly authorizes or requests it. Unlike many other financial services providers, we do not sell customer lists or individual customer information.

    Please note that third parties may have access to information related to our customers that has been obtained independently of The Bank of Tampa and Florida Investment Advisers, such as through credit reporting services or through public records, such as mortgages. Mailings and solicitations based on this information are not within the control of The Bank of Tampa or Florida Investment Advisers.

    OUR CONTINUING COMMITMENT

    We will provide you with a Consumer Customer Privacy notice at least annually as long as you maintain an ongoing relationship with us. If you close your accounts, we will continue to adhere to the privacy policies and practices described in this notice.

    If you have any questions about this policy or the confidentiality of your customer information, please contact any of our customer service representatives or your account officer.

    The Bank of Tampa
    Post Office Box One ● Tampa, Florida 33601-0001

    Florida Investment Advisers
    Member NASD/SPIC
    601 Bayshore Blvd. ● Suite 150 ● Tampa, Florida 33606

    See Also Internet Security and Privacy Policy / Online Service Agreement