February 4, 2021
Maintaining the trust and confidence of our clients is a high priority. That is why we want you to understand how we protect your privacy when we collect and use information about you, and the steps that we take to safeguard that information.
Information We Collect:In connection with providing investment products, financial advice, or other services, we obtain non-public personal information about you, including:
Categories of Information We Disclose: We may only disclose information that we collect in accordance with this policy. DT Investment Partners does not sell customer lists and will not sell your name to telemarketers.
Categories of Parties to Whom We Disclose: We will not disclose information regarding you or your account with us, except under the following circumstances:
How We Use Information: Information may be used among companies that perform support services for us, such as data processors, technical systems consultants and programmers, or companies that help us market products and services to you for a number of purposes, such as:
Our Security Policy: DT Investment Partners recognizes the need to prevent unauthorized access to the information we collect, including information held in electronic format. We restrict access to nonpublic personal information about you to those individuals who need to know that information to provide products or services to you and perform their respective duties. We maintain physical, electronic, and procedural security measures to safeguard confidential client information.
Opting Out: If you would like to limit the personal information that your financial advisor could disclose or take if he or she moved to another investment advisory firm and terminated their relationship with DTIP, please call or write to Stacey Scheb at:
You can withdraw your opt-out choice at any time by contacting us at any time. (Please note that the laws of certain states may impose additional restrictions upon the disclosure of customers’ confidential information.)
Complaint Notification: Please direct complaints to; DT Investment Partners, LLC 1 Dickinson Drive, Suite 103, Chadds Ford PA 19317, Attn: Stacey Scheb (484) 778-4427 or firstname.lastname@example.org.