What does Brown Brothers Harriman & Co. 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. This information can include:
- Social Security number
- Income
- Account Balances
- Transaction history
- Credit history
- Credit scores
When you are no longer our customer, we continue to share your information as described in this notice.
How?
All financial services companies need to share customers’ personal information to run their everyday business. In the chart below, we list the reasons financial services companies can share their customers’ personal information; whether BBH shares that information; and whether you can limit this sharing.
| Reasons financial services companies can share your personal information |
Does BBH share? |
Can you limit 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 |
Yes | No |
| For joint marketing with other financial companies | No | Does Not Share |
| 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 | Does Not Share |
| For non-affiliates to market to you | No | Does Not Share |
QUESTIONS? Call 800-285-5093 or go to our privacy policy.
Who we are
Who is providing this notice?
Brown Brothers Harriman & Co. and affiliated entities (see “Other Important Information”).
What we do
How does BBH protect my personal information?
To protect your personal information from unauthorized access and use, BBH uses security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does BBH collect my personal information?
BBH collects your personal information, for example, when you:
- Open an account
- Make a deposit
- Initiate a transaction
- Transfer funds
- Make modifications to your account
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
- State laws and individual companies may give you additional rights to limit sharing.
Definitions
Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies.
- Brown Brothers Harriman Investor Services Ltd., Brown Brothers Harriman (Luxembourg) S.C.A., Brown Brothers Harriman Fund Administration Services (Ireland) Limited., Brown Brothers Harriman (Poland) Sp. z o.o (for a list of all affiliates see: https://www.bbh.com/en-us/contact-us/office-locations).
Nonaffiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
- Subject to applicable law, you should expect that BBH will share your information with nonaffiliate entities for various reasons, such as: invoicing, statement printing and transaction processing.
Joint marketing
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
- BBH does not engage in joint marketing with nonaffiliate entities.
Other important information
Brown Brothers Harriman & Co. • Brown Brothers Harriman Trust Company, N.A. • Brown Brothers Harriman Trust Company of Delaware, N.A. • BBH Mutual Fund Advisory Department (the “SID”) • BBH Trust (“BBH Funds”)
