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The following affiliated firms have adopted this privacy policy:
- PMA Financial Network, Inc.
- Prudent Man Advisors, Inc.
- PMA Securities, Inc.
- PMA Leasing, Inc.
At PMA, protecting your privacy is important to us. We have policies and procedures in place to maintain the confidentiality and security of your
personal non-public information. We want our customers to understand what non-public personal information we collect and how we use it. This
document is designed to help you understand our policy. |
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"Non-public Personal Information" is non-public information about you that we obtain in connection with providing a financial product or service to
you and your organization. |
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| We gather non-public personal information about you and your accounts so we can deliver products tailored for your organization's needs, to know
who you are and thereby prevent unauthorized access to your information, and comply with applicable laws and regulations that govern us. |
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We may collect the following types of non-public personal information about you and your organization during the account opening process, through
out your on-going relationship with us and through your use of our website:
- Information about your identity such as name, address, telephone numbers, e-mail address, social security number, tax identification numbers and
driver's license number.
- Information about your transactions with us, affiliates, or other financial institutions such as your account numbers, account balance, account
history, financial history including accounts payable, payroll and financial information, and bank routing numbers.
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| We disclose non-public personal information about you to our affiliates, to third parties that we hire to help us provide products and services to
you, as specifically authorized by you, or as otherwise allowed or required by law. Examples of some third parties we may hire are custodians,
administrators, transfer agents, other broker-dealers, accountants and attorneys. From time to time, we must provide information about our business
to regulatory authorities. This may include personal information about you. We do not sell non-public personal information about our customers,
present or former, to anyone. |
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| Our policy is to keep this information confidential and strictly safeguarded, and to use or disclose it as needed to provide products and services to you
and your organization. We maintain physical, electronic and procedural safeguards to protect your non-public personal information. These include
confidentiality agreements with companies we hire to help us provide services to you, password-protected user access to our computer files and
proprietary on-line systems, and strict confidentiality policies that apply to all PMA personnel. |
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| Our privacy policy applies equally to our former customers. We will continue to adhere to the privacy policies and practices described herein even
after your account is closed or becomes inactive. |
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| This disclosure policy is available at our office and on our website at www.pmanetwork.com. Additionally, this notice is provided to each customer
who opens an account and to all customers at least once annually. |
| If you have any questions, you are encouraged to contact us for more information. |
2135 CityGate Lane, 7th Floor
Naperville, Illinois 60563
Telephone (630) 657-6400
Fax (630) 718-8701 |
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© 2020 PMA Financial Network, LLC.
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