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#1714643 - 06/27/12 01:58 PM Annual Privacy Notice and CA Privacy Notice
JubileeAnne97 Offline
100 Club
Joined: Mar 2007
Posts: 118
Empire State
Good morning everyone,

We are about to send an annual privacy notice to our customer and I was just wondering whether we have to send an additional CA privacy notice to a customer who resides in CA or not.

Our bank does not share personal info. & financial info. with neither outside companies nor our affiliated companies, accordingly, I think we are not required by CFIPA to provide the notice to the CA customer, but I still need some advices. Please advise me what to do.
Thank you,


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An ounce of prevention is worth a pound of cure.

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#1962219 - 09/16/14 04:36 PM Re: Annual Privacy Notice and CA Privacy Notice JubileeAnne97
Vive Accommodare Offline
Platinum Poster
Vive Accommodare
Joined: Apr 2013
Posts: 581
Compliance
When you say that you do not share any personal nor financial information with companies you mean solicitation wise, correct? Do you have a joint marketing agreement with any separate companies?
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"Tact is telling someone to go to [censored] in such a way, they look forward to the trip" Winston Churchill

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