For a printable pdf version of Aperio’s Gramm-Leach-Bliley Act (GLBA) Privacy Notice for clients, click here.
FACTS
WHAT DOES APERIO GROUP, LLC 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 income
Assets and account balances
Investment experience and risk tolerance
Tax planning information
Information about your beneficiaries
When you are no longer our customer, we continue to share your information as described in this notice.
How?
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Aperio Group chooses to share; and whether you can limit this sharing.
Reasons we can share your personal information
Does Aperio Group 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 do not share
For our affiliates’ everyday business purposes—
information about your transactions and experiences
This notice applies to Aperio Group, LLC ("Aperio Group"). Aperio Group is an indirect wholly-owned subsidiary of BlackRock, Inc.
What we do
How does Aperio Group 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 Aperio Group collect my personal information?
We collect your personal information, for example, when you
Open an account or enter into an investment advisory contract
Give us your income information or provide employment information
Tell us about your investment or retirement portfolio or give us your contact information
We also collect your personal information from other companies.
Why can’t I limit all sharing?
Federal law gives you the right to limit only
sharing for affiliates’ everyday business purposes—information about your creditworthiness
affiliates from using your information to market to you
sharing for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under certain state law.
Definitions
Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies.
BlackRock Investment Management, LLC and other companies with the BlackRock name are affiliates of Aperio Group.
Nonaffiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
Aperio Group doesn’t 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.
Aperio Group doesn’t jointly market.
Other Important Information
Vermont residents: We will not share information we collect about you with nonaffiliated third parties, except as permitted by law, including, for example, with your consent or to service your account.
California residents: In accordance with California law, we will not share information we collect about you with nonaffiliates, unless the law permits it. For example, we may share information with your consent or to service your account. We will limit sharing among our affiliated companies to the extent required by California law.
Nevada residents: Nevada law requires us to disclose that you may request to be placed on our “do not call” list at any time by calling 415-339-4300. To obtain further information, contact the Bureau of Consumer Protection, Office of the Nevada Attorney General at 555 E. Washington Ave., Suite 3900, Las Vegas, NV 89101; phone 1-702-486-3132; or email BCPINFO@ag.state.nv.us.
Privacy Questions, Comments or Feedback?
The BlackRock Global Head of Privacy and Data Protection oversees compliance with privacy and data protection at Aperio. If you wish to exercise any of your rights, or have questions concerning this notice, please contact:
The Global Head of Privacy and Data Protection BlackRock 12 Throgmorton Avenue London EC2N 2DL
Email: GroupPrivacy@BlackRock.com
If you are a California resident, you may also call us on +1 855 371 0019.
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