WHAT DO THE BAILLIE & HERSHMAN, P.C. COMPANIES DO WITH YOUR PERSONAL INFORMATION?

Federal and applicable state law and regulations give consumers the right to limit some but not all sharing. Federal and applicable state law regulations also require us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand how we use your personal information. This privacy notice is distributed on behalf of the Baillie & Hershman, P.C. Companies and its affiliates (Associated Attorney Title & Closing Company, P.C. & Total Relocation Solutions herein after referred to as the Baillie & Hershman Companies), pursuant to Title V of the Gramm-Leach-Bliley Act (GLBA).

The types of personal information we collect and share depend on the product or service that you have sought through us. This information can include social security numbers and driver’s license number.

 

All financial companies, including the Baillie & Hershman Companies, need to share customers’ personal information to run their everyday business—to process transactions and maintain customer accounts. In the section below, we list the reasons that we can share customers’ personal information; the reasons that we choose to share; and whether you can limit this sharing.

 

 

Reasons we can share your personal information

Do we share?

Can you limit this sharing?

For our everyday business purposes— to process your transactions and maintain your account. This may include running the business and managing customer accounts, such as processing transactions, mailing, and auditing services, and responding to court orders and legal investigations.

Yes

No

For our marketing purposes— to offer our products and services to you.

Yes

No

For joint marketing with other financial companies

No

We don’t share

For our affiliates’ everyday business purposes— information about your transactions and experiences. Affiliates are companies related by common ownership or control. They can be financial and nonfinancial companies. Our affiliates include Associated Attorney Title & Closing Company, P.C. and Total Relocation Solutions.

Yes

No

For our affiliates’ everyday business purposes— information about your creditworthiness.

No

We don’t share

For our affiliates to market to you

Yes

No

For nonaffiliates to market to you. Nonaffiliates are companies not related by common ownership or control. They can be financial and nonfinancial companies.

No

We don’t share

 

We may disclose your personal information to our affiliates or to nonaffiliates as permitted by law. If you request a transaction with a nonaffiliate, such as a third party insurance company, we will disclose your personal information to that nonaffiliate. [We do not control their subsequent use of information, and suggest you refer to their privacy notices.]

 

Sharing practices

How often do the Baillie & Hershman Companies notify me about their practices?

We must notify you about our sharing practices when you request a transaction.

How do the Baillie & Hershman Companies protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal and state law. These measures include computer, file, and building safeguards.

How do the Baillie & Hershman Companies collect my personal information?

We collect your personal information, for example, when you

 

  • request insurance-related services
  • provide such information to us

 

We also collect your personal information from others, such as the real estate agent or lender involved in your transaction, credit reporting agencies, affiliates or other companies.

What sharing can I limit?

Although federal and state law give you the right to limit sharing (e.g., opt out) in certain instances, we do not share your personal information in those instances.

 

Contact Us

If you have any questions about this privacy notice, please contact us at: Baillie & Hershman, P.C. 290 Highland Ave., Cheshire CT 06410 203-272-7000 or at www.bhhlegal.com