|FACTS:||WHAT DOES TAPLIN, CANIDA & HABACHT, LLC 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.|
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
|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 Taplin, Canida & Habacht, LLC chooses to share; and whether you can limit this sharing.|
|Reasons we can share your personal information||Does Taplin, Canida & Habacht LLC 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||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||Yes||No|
|For our affiliates' everyday business purposes — information about your creditworthiness||No||We don't share|
|For our affiliates to market to you||No||We don't share|
|For nonaffiliates to market to you||No||We don't share|
|Questions?||Call Toll-Free: 1-888-379-2122|
|What we do|
|How does Taplin, Canida & Habacht, LLC 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.|
|How does Taplin, Canida & Habacht, LLC collect my personal information?||
We collect your personal information, for example, when you:
|Why can't I limit all sharing?||
Federal law gives you the right to limit only
State laws and individual companies may give you additional rights to limit sharing. See below for more information 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.|
Companies related by common ownership or control. They can be financial or non-financial companies.
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
|Other important information|
Important Information for California and Vermont Residents As long as you remain a resident of California or Vermont, we will not share within the BMO family of companies certain information (other than information about our transactions and experiences with you) from your account applications or information we receive from third parties without your authorization. To authorize the sharing of this information within the BMO family of companies, please contact us (see “Questions?” section).
Nevada Residents: Notice provided pursuant to state law. To be placed on our internal Do Not Call List, call 1-888-654-0063. For more on this Nevada law, contact Bureau of Consumer Protection, Office of the Nevada Attorney General, 555 E. Washington St., Suite 3900, Las Vegas, NV 89101. Phone number: (702)486-3132; email: BCPINFO@ag.state.nv.us.