FBP Mutual Funds
What the Flippin, Bruce & Porter Funds do with your personal information
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.
Types of information
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
- Retirement assets
- Transaction history
- Checking account information
- Purchase history
- Account balances
- Account transactions
- Wire transfer instructions
When you are no longer our customer, we continue to share your information as described in this notice.
How Information is shared
All financial companies need to share your 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 The Flippin, Bruce & Porter Funds choose to share; and whether you can limit this sharing.
|Reasons we can share your personal information||Do The Flippin, Bruce & Porter Funds 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
|For our marketing purposes
to offer our products and services to you
|No||We don’t share|
|For joint marketing with other financial companies||No||We don’t share|
|For our affiliates’ everyday business purposes Information about your credit worthiness||No||We don’t share|
|For nonaffiliates to market to you||No||We don’t share|
Who is providing this notice?
Williamsburg Investment Trust
Ultimus Fund Distributors, LLC
Ultimus Fund Solutions, LLC
What we do
How do The Flippin, Bruce & Porter Funds 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.
Our service providers are held accountable for adhering to strict policies and procedures to prevent any misuse of your nonpublic personal information.
How do The Flippin, Bruce & Porter Funds collect my personal information?
We collect your personal information, for example, when you:
- Provide account information
- Give us your contact information
- Make deposits or withdrawals from your account
- Make a wire transfer
- Tell us where to send the money
- Tell us who receives the money
- Show your government-issued ID
- Show your driver’s license
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.
Companies related by common ownership or control. They can be financial and nonfinancial companies.
Flippin, Bruce & Porter, Inc., the investment adviser to the Flippin, Bruce & Porter Funds, could be deemed to be an affiliate.
Companies not related by common ownership or control. They can be financial and nonfinancial companies
The Flippin, Bruce & Porter Funds do not share with nonaffiliates so they can market to you.
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
The Flippin, Bruce & Porter Funds don’t jointly market.