972-450-6305; 800-331-9152
Notice of Privacy Policy
The privacy of our current
and former customers is important to Share Financial Services, Inc. (“Share”),
and we are committed to the highest level of confidentiality regarding any
information we receive from customers.
We collect nonpublic personal information about customers from the
following sources:
- Information we receive
from customers on applications or other forms and documents; and
- Information about
customers’ transactions through us or others.
We
do not disclose any nonpublic personal information about customers to anyone,
except as permitted by law as is necessary to effect a transaction that
customers request or authorize. If a
customer decides to close his/her account, we will adhere to the privacy
policies and practices as described in this notice. We do not sell any customer lists to any
third parties. Share restricts access
to customers’ personal and transaction information to those employees who need
to know that information to provide products or services to customers. Share maintains physical, electronic, and
procedural safeguards to guard customers’ nonpublic personal information.
Business Continuity Statement
Share
conducts business with various churches and trust companies. These trust companies receive customer’s
monies and maintain customer’s securities account(s). Pursuant to regulatory requirements, Share is
hereby informing customers of its position on business continuity practices.
Share
recognizes how heavily customers rely on its systems and services. Share also recognizes that the unexpected can
and does occur; from isolated instances to major outages. Share wants customers to know that it has an
extensive plan in place to help safeguard customers’ assets, and we work with
the trustees in this regard. In
addition, Share also has plans in place to protect vital account and other
information in the event of a significant business disruption.
Share
has pre-established contingency and disaster recovery plans. Components of these plans are tested on a
periodic basis to ensure their adequacy and effectiveness. Share considers contingency planning to be an
on-going process, requiring periodic assessments of various risks and the
appropriate response(s).
Share’s
continuity plan addresses, in detail, each of the following items: (1) data back-up and recovery of both hard
copy and electronic records; (2) all
mission critical systems, including our telephone, e-mail, Internet and links
to the trust companies; (3) financial and operational assessments; (4)
alternate communications between Share and our customers; (5) alternate
communications between Share and its employees; (6) alternate physical location
of employees; (7) critical business constituent, bank, and counter-party
impact; (8) regulatory reporting; (9) communications with regulators; and, (10)
how Share and the trust companies will assure prompt access to customers’ funds
and/or securities in the event that Share determines that it is unable to
continue its business.
Share
has prepared contingency plans to address unforeseen events that may occur at
the local, regional or national level.
In the event of a localized disruption, such as a power outage to
Share’s building or the Dallas-Fort Worth area, Share has developed plans to
re-locate its employees to an alternate location. Share anticipates that the disruption to its
business in this event will be minimal.
In the event of a regional disruption, such as a tornado or other
natural disaster, Share has developed plans that will allow access to
customer’s accounts within minutes. In
the event of a national occurrence, Share has developed plans to ensure that it
will continue to service its accounts at all times when the major stock markets
are open.
Any
questions regarding this information should be addressed to Share at the
numbers shown above.