Privacy Statement

 

 

 FACTS  WHAT DOES UNIVEST CORPORATION OF PA DO WITH YOUR PERSONAL INFORMATION?
 Why? 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.
 What?

The types of personal information we collect and share depend on the product or service you have with us.

• Social Security number and income

• account balances and payment history

• transaction history and overdraft history

 How?  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 Univest Corporation of PA chooses to share; and whether you can limit this sharing. 
 Reasons we can share your personal information  Does Univest Corporation of PA share?  Can you limit this sharing?
For our everyday business purposes— such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus Yes   No
For our marketing purposes— to offer our products and services to you  No We don't share
For joint marketing with other financial companies  Yes Yes
For our affiliates’ everyday business purposes— information about your transactions and experiences  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  Yes
For nonaffiliates to market to you— information about your transactions and experiences  Yes  Yes
To limit our sharing

To limit our sharing Call Toll-free 877-723-5571

Visit us online: www.univest.net/online_information_sharing_opt_out.aspx and follow the instructions to opt-out of information sharing amongst Univest affiliates; or Visit a Financial Center near you.

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.

Questions?  Call 877-723-5571 or go to:  www.univest.net/contact 
Who we are
Who is providing this notice? Univest Corporation of PA means the following institutions:  Univest Bank and Trust Co.SM, Univest Investments, Inc., Univest Insurance, Inc., Valley Green Bank, and Girard Partners, Ltd.
What we do
How does Univest Corporation of PA 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 and buildings.

We also maintain other physical, electronic and procedural safeguards to protect this information and we limit access to information to those employees for whom access is appropriate. 

How does Univest Corporation of PA collect my personal information?

We collect your personal information, for example, when you

•  open an account or enter into an investment advisory contract

•  apply for a loan or apply for insurance

•  provide account information.

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

 What 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

State laws and individual companies may give you additional rights to limit sharing.  See below for more on your rights under state law.

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.

• Our affiliates include:

  Univest Bank and Trust Co.SM, Univest Investments, Inc., Univest Insurance, Inc., Valley Green Bank, and   Girard Partners, Ltd.

Nonaffiliaties

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

• Elan Financial Services, a credit card company

Joint Marketing

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

• Elan Financial Services, a credit card company

Other important information

For Alaska, Illinois, Maryland and North Dakota Customers. We will not share personal information with nonaffiliates either for them to market to you or for joint marketing – without your authorization.

For California Customers. We will not share personal information with nonaffiliates either for them to market to you or for joint marketing – without your authorization.  We will also limit our sharing of personal information about you with our affiliates to comply with all California privacy laws that apply to us.

For Massachusetts, Mississippi and New Jersey Customers. We will not share personal information from deposit or share relationships with nonaffiliates either for them to market to you or for joint marketing – without your authorization.

For Vermont Customers. We will not share personal information with nonaffiliates for them to market to you without your authorization and we will not share personal information with affiliates or for joint marketing about your creditworthiness without your authorization.

 
 

Mt. Airy

7226 Germantown Ave
Philadelphia, PA 19119
(215) 242-3550
Monday - Friday
8 a.m. - 6 p.m.
Saturday
9 a.m. - 1 p.m.

Chestnut Hill

23 W Highland Ave
Philadelphia, PA 19118
(215) 242-1550
Monday - Friday
8 a.m. - 6 p.m.
Saturday
9 a.m. - 1 p.m.

South Philadelphia

1536 S. Broad Street
Philadelphia, PA 19146
(215) 462-2265
Monday - Friday
8:30 a.m. - 5 p.m.
Saturday
9 a.m. - noon

Radnor

(Commercial Loan Office only)
100 Matsonford Rd #312
3 Radnor Corporate Center
Radnor, PA 19087
(610) 995-2265
Monday - Friday
8:30 a.m. - 5 p.m.

Center City

(Commercial Loan Office only)
2000 Market St Suite 700
Philadelphia, PA 19103
(215) 569-2265
By Appointment

©Valley Green Bank a Division of Univest Bank and Trust Co.

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