Privacy Pledge

Respecting and protecting individual client privacy has been vital to our business. By sharing our Privacy Principles, we trust that our individual clients will better understand how we keep client information private and secure while using it to provide services and products.

We know that you are concerned with how your personal and financial information is treated. Please bear in mind, however, that we may change the content or services found on our Web site, and consequently, our Privacy Policy, at any time in the future. Please revisit this page from time to time to be sure that you are familiar with any changes to our policy. Your continued use of our Web site following any modifications to this Privacy Policy will be conclusively deemed acceptance of any changes.

Privacy Policy

This Privacy Policy explains the following:

  • Protecting the confidentiality of our client information
  • Who is covered by the Privacy Policy
  • The types of information we have about you and where it comes from
  • The types of information we share, why and with whom

Protecting the Confidentiality of Client Information

We take our responsibility to protect the privacy and confidentiality of client information very seriously. We maintain physical, electronic and procedural safeguards that comply with federal standards to store and secure information about you from unauthorized access, alteration, and destruction. Our control policies, for example, authorize access to personal information only by individuals who need access to do their work.

Who is covered by the Privacy Policy

This Privacy Policy applies to individuals who are clients or former clients of Crews & Associates, Inc. We provide our Privacy Policy to clients when they open a new account(s) and annually after that. If we materially change our Privacy Policy, we will notify you.

Clients who receive information from us, or transact business with us, through the Internet are covered by the privacy policies posted on the Web sites they visit.

Information We Have Collected About You

We limit the collection, use and retention of client information to what we reasonably believe will help us deliver superior service, to administer our business, manage our risks, market our services and products, and to meet applicable laws and regulations.

For example, we may receive information about you from various sources, including:

  • your requests for Crews & Associates, Inc.’s products or services, such as your financial information on a new account application
  • your transactions with us, such as your account balance and transaction history
  • customer reporting agencies (credit bureaus) such as your credit history
  • information obtained from transactions with nonaffiliated third parties such as providers of mutual funds and variable annuities offered by Crews & Associates, Inc.

Information We Share with Others

We share information we have about you for legal and routine business reasons, as permitted by law. For example, we may share information with regulatory authorities and law enforcement officials, provide information to protect against fraud, report account activity to credit bureaus, share information with your consent, and give account information to check the accuracy of other service providers who work for us. From time to time, we enter into agreements with other companies that provide services to us or make our products and services available to you. These companies may receive information about you, but they are limited in their use of this information.

In addition, it is often necessary to share customer information with other companies, including our affiliates, that assist us with usual business activities including, but not limited to, account administration, customer service, transactions processing and delivery of account statements.

Other than as stated above, we do not share personally identifiable information we have about you with anyone nor do we sell any information about our customers to anyone.

This Privacy Policy may differ from other affiliates of First Security Bancorp. Please review their respective Privacy Policies.

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Tools offered by the following Web site are provided for informational and illustrative purposes only. We guarantee neither the accuracy of the calculations nor their application to your circumstances. For personal advice, please consult with your account executive or investment banker.

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The information offered and contained on this Crews & Associates, Inc. website is for viewer information only. None of this information is to be construed as an offer to buy or sell securities. Nothing contained herein shall be construed to be investment advice. All information is from sources believed to be reliable, but cannot be guaranteed. Investors should always consult with their Crews & Associates, Inc. Account Executive for specific details, and refer to the preliminary or final official statement for more information about any particular issue. Investors should be familiar with the terms - including maturities, call features, interest payments and credit quality of an issue - before purchasing it and the particular company before investing in any security.

Crews & Associates, Inc. makes no warranties or undertakings as to the accuracy of this information. The securities mentioned here are subject to prior sale and may not be available. The sale of these securities shall not take place in any jurisdiction in which it is unlawful to make such offer, solicitation or sale. In no event will Crews & Associates, Inc. be liable to you or anyone else for any decision made or action taken by you in reliance on such information or for any consequential, special or similar damages, even if advised of the possibility of such damages.

By choosing to download and view this preliminary official statement, you are acknowledging that you have read, understood and accepted this disclaimer.

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If you have a 9-digit account number that begins with 3JG, please contact your account executive by calling 1.800.766.2000. Alternatively, if you have already established online access you may access your account by .

If you have an 8-digit account number that begins with 10, please click YES to proceed to online document access.

You are leaving crewsfs.com. Crews & Associates, Inc. is a wholly owned, non-bank affiliate of First Security Bancorp. Crews provides this link for your convenience and in so doing assumes no responsibility for the content, links, privacy policy, or security policy of the following Web site.

Tools offered by the following Web site are provided for informational and illustrative purposes only. We guarantee neither the accuracy of the calculations nor their application to your circumstances. For personal advice, please consult with your account executive or investment banker.

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