WHAT DOES CHESAPEAKE WEALTH MANAGEMENT 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 Birthdate
- Income and Debt
- Account balances and Transactions
- Medical information (if applying for some insurance products)
How?
All financial companies need to share customer’s personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customer’s personal information; the reasons Chesapeake Wealth Management chooses to share; and whether you can limit this sharing.
Questions?
Call 888-653-9088 or go to www.chesapeakewealth.com.
| Reasons we can share your personal information | Does Chesapeake Bank 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 nonaffiliates to market to you | No | We Don’t Share |
| Who we are | |
|---|---|
| Who is providing this notice? | “Chesapeake Wealth Management” as used herein refers to Chesapeake Investment Group, Inc. d/b/a Chesapeake Wealth Management and its two wholly-owned subsidiaries: Chesapeake Wealth Management, Inc. and Chesapeake Investment Services, Inc. |
| What we do | |
|---|---|
| How does Chesapeake Wealth Management 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 Chesapeake Wealth Management collect my personal information? | We collect your personal information, for example, when youOpen an account or contribute moneySubmit applications, forms, and other documentsDiscuss your personal information with us |
| Why can’t I limit all sharing? | Federal law gives you the right to limit onlySharing for affiliates’ everyday business purposes—information about your creditworthinessAffiliates from using your information to market to youSharing for non-affiliates to market to youState laws and individual companies may give you additional rights to limit sharing. |
| Definitions | |
|---|---|
| Affiliates | Companies related by common ownership or control. They can be financial and nonfinancial companies.The affiliates of Chesapeake Wealth Management include its parent company, Chesapeake Financial Shares, Inc., its affiliate Chesapeake Bank which is also owned by Chesapeake Financial Shares, Inc., and its subsidiary Chesapeake Investment Services,Inc. |
| Nonaffiliates | Companies not related by common ownership or control. They can be financial and nonfinancial companies.Chesapeake Wealth Management does not share with non-affiliates so they can market to you. |
| Joint marketing | A formal agreement between nonaffiliated financial companies that together market financial products or services to you.Chesapeake Wealth Management doesn’t jointly market. |
Rev 6/4/2019
Primary Contact
Online Solution Center
Call: 877-436-9032
Text: 877-436-9032