Privacy Notice
WHAT DOES BOWEN ASSET MANAGEMENT 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 will collect, and share depends on the product or service you have with us. This information can include:
- Social Security number and employment information
- account balances and account transactions
- transaction history and wire transfer instructions
When you are no longer our customer, we continue to share your information as described in this notice.
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 Bowen Asset Management chooses to share; and whether you can limit this sharing.
Reasons we may share your personal information
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.
Does Bowen Asset Management share?
Yes
Can you limit this sharing?
No
For our marketing purposes: to offer our products and services to you.
Does Bowen Asset Management share?
Yes
Can you limit this sharing?
No
For joint marketing with other financial companies.
Does Bowen Asset Management share?
No
Can you limit this sharing?
We don't share
For our affiliates’ everyday business purposes: information about your transactions and experiences
Does Bowen Asset Management share?
Yes
Can you limit this sharing?
No
For our affiliates’ everyday business purposes – information about your creditworthiness.
Does Bowen Asset Management share?
No
Can you limit this sharing?
We don't share
For our affiliates to market to you.
Does Bowen Asset Management share?
No
Can you limit this sharing?
We don't share
For nonaffiliates to market to you.
Does Bowen Asset Management share?
No
Can you limit this sharing?
We don't share
Questions?
Call (610) 793-1001 or use our contact form.