Your Privacy

 

This notice contains important information explaining how Codorus Valley Financial Advisors, Inc., a subsidiary of PeoplesBank, a Codorus Valley Company handles the personal information you provide when you open an account.

 

We, our, and us, when used in this notice, mean Codorus Valley Financial Advisors, Inc.  This is our privacy notice to our customers.  When we use the words “you” and “your” we mean all of our customers who have a continuing relationship with us, such as: 

  • Fixed Annuities
  • Variable Annuities

When we use the term “nonpublic personal information” we mean personally identifiable information that we collect in connection with providing you financial products.   It does not mean information that is available to the general public through widely distributed media, such as the telephone book, or government records.

 

Information We Collect

We collect nonpublic personal information about you from the following sources:

  •  Information we receive from you on applications or other forms; and
  • Information about your transactions with our affiliates, others, or us.

Information We Disclose

We do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted by law.

 

Confidentiality and Security

We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you.  We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your nonpublic personal information.