Privacy Policy

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
  • Assets
  • 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.

Questions

Call 866.738.1127

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
Yes No
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.

Definitions

Affiliates

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.

Nonaffiliates

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.

Joint marketing

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.