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Privacy Policy

Reviewed and updated December 20, 2019

Keeping all member and designated client information private is a priority for 1st Notice. To enable us to provide you with the products and services you chose, we need to collect certain information from you, including personal information. It is sometimes necessary to share personal information with others to provide our services to you. However, we want to emphasize that we are committed to maintaining the privacy of this information in accordance with law. All individuals with access to personal information about our customers are required to follow this policy.

We are providing you this privacy policy to inform you of what personal information we collect about you and how we treat that information. Its purpose is to answer questions you may have regarding our treatment of your personal information and reassure you of our dedication to keeping your personal information secure.

Information Collected

Information Collected

We collect nonpublic personal information about you from the following sources:

• Information we receive from you on applications or other forms (such as your name, address, Social Security number), comprehensive business information from clients, and payment instructions.

• Information you may provide during visits to our website, including IP address and cookies.

• Information about your transactions, interactions or communications with us or others.

Information Shared

Information Shared

We do not disclose any nonpublic personal information about our members and clients or former members and clients to any non-associated entity except as described below and otherwise permitted by law. We may disclose all of the information we collect, as described above, to companies that assist us in the servicing or administration of the product you have requested or authorized.

When information is shared with companies that perform services on our behalf, we protect against the subsequent disclosure of that information with a confidentiality agreement and/or other protective measures.

In no event do we disclose your personal information to companies that will use that information to contact you about their own products or services.


We restrict access to nonpublic personal information about you to those persons who need such information to provide products or services to you. We maintain physical, electronic and procedural safeguards that comply with federal regulations to guard your nonpublic personal information. We keep information for as long as is necessary for our business purposes and will dispose of all information in appropriate ways according to law and 1st Notice practices.

If you have any questions please contact us via your dashboard, email or call 1.717.876.0800.