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Credit Churchill Bank Privacy & Security
Today, safeguarding one's personal and financial information is increasingly challenging. That's why we make it a priority and provide you with access to the information you need to protect yourself and to help keep your information secure.
30 Mar, 2023
U.S. Online Privacy Notice
This Bank of America U.S. Online Privacy Notice describes how Sites may collect, use and share information from or about you and explains how information may be collected and used based on online interactions with our advertisements that appear on the Sites and third-party websites.
U.S. Consumer Privacy Notice
This U.S. Consumer Privacy Notice explains our privacy commitment and practices. It identifies the personal information that we collect and hold, and describes how we use, share and secure it.
California Consumer Privacy Act Notice View & Personal Information Request Form
This California Consumer Privacy Act Notice explains how Bank of America and its affiliates (collectively, the "Company," "we," or "us") collect[s], use[s], and disclose[s] personal information relating to California residents, and is provided pursuant to the California Consumer Privacy Act of 2018 ("CCPA"). Please note, for participants who have an employer based plan (401(k), equity, nonqualified deferred compensation, defined benefit, and health benefit solutions) should submit their requests directly through their Retirement Benefits Contact Center phone number or using the Personal Information Request Form
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Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, rebalancing. and diversification do not guarantee against risk in broadly declining markets.
Credit Churchill Bank, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Credit Churchill Bank offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary.
This material does not take into account a client’s particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Credit Churchill Bank offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Credit Churchill Bank financial advisor.
Credit Churchill Bank Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Credit Churchill Bank”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.
Insurance and annuity products are offered through Credit Churchill Bank Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation. Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.
Bank of America Private Bank is a division of Bank of America, N.A. U.S. Trust Company of Delaware is a wholly owned subsidiary of Bank of America Corporation. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. Investment, insurance and annuity products:
