What does RBC Trust Company (Delaware) Limited 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 and income
- Assets and investment experience
- Account balances and transaction
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 RBC Trust Company (Delaware) Limited chooses to share; and whether you can limit this sharing.
| Reasons we can share your personal information | Does RBC Trust Company (Delaware) Limited 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 | Yes | Yes |
| For our nonaffiliates to market to you | No | We don't share |
To limit our sharing
Download, fill out, and mail this form
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 your Trust Officer in Delaware at 800-441-7698.
Who We Are
Who is providing this notice?
RBC Trust Company (Delaware) Limited
What we do
How does RBC Trust Company (Delaware) Limited 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 RBC Trust Company (Delaware) Limited collect my personal information?
We collect your personal information, for example, when you
- open an account or seek advice about your investments
- buy or sell securities or make deposits/or withdrawals
- enter into an investment advisory contract
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
What happens when I limit sharing for an account I hold jointly with someone else?
Your choices will apply to everyone on your account.
Definitions
Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies. Our affiliates include:
- Companies with RBC names, such as Royal Bank of Canada; RBC Wealth Management; RBC Capital Markets, LLC; and RBC Bank (Georgia), N.A.
- Companies with a City National name, such as City National Bank; City National Securities Inc; and City National Rochdale, LLC.
- Symphonic Financial Advisors, LLC; RIM Securities, LLC; Symphonic Securities, LLC; Datafaction Inc.; Symphonic insurance, LMCG Investments, LLC; Convergent Wealth Advisors, LLC; and Mid-Continent Capital, LLC.
Nonaffiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
- RBC Trust Company (Delaware) Limited does not share with nonaffiliates so they can market to you.
Joint marketing
A formal agreement between nonaffiliated financial companies that market financial products or services to you.
- RBC Trust Company (Delaware) Limited does not jointly market.