Privacy Policy - DT Investment Partners

Maintaining the trust and confidence of our clients is a high priority. That is why we want you to understand how we protect your privacy when we collect and use information about you, and the steps that we take to safeguard that information.

Information We Collect:In connection with providing investment products, financial advice, or other services, we obtain non-public personal information about you, including:

Information we receive from you on account applications, such as your address, date of birth, Social Security Number, occupation, financial goals, assets and income;
Information about your transactions with us, our affiliates, or others; and
Information received from credit or service bureaus or other third parties, such as your credit history or employment status.

Categories of Information We Disclose: We may only disclose information that we collect in accordance with this policy. DT Investment Partners does not sell customer lists and will not sell your name to telemarketers.

Categories of Parties to Whom We Disclose: We will not disclose information regarding you or your account with us, except under the following circumstances:

To entities that perform services for us or function on our behalf, including financial service providers, such as a clearing broker-dealer, investment company, sub advisers or insurance company
To third parties who perform services or marketing on our behalf;
To your attorney, trustee or anyone else who represents you in a fiduciary capacity;
To our attorneys, accountants or auditors; and
To government entities or other third parties in response to subpoenas or other legal process as required by law or to comply with regulatory inquiries.

How We Use Information: Information may be used among companies that perform support services for us, such as data processors, technical systems consultants and programmers, or companies that help us market products and services to you for a number of purposes, such as:

To protect your accounts from unauthorized access or identity theft;
To process your requests such as securities purchases and sales;
To establish or maintain an account with an unaffiliated third party, such as a clearing broker-dealer providing services to you and/or DT Investment Partners;
To service your accounts, such as by issuing checks and account statements;
To comply with Federal, State, and Self-Regulatory Organization requirements;
To keep you informed about financial services of interest to you.

Our Security Policy: DT Investment Partners recognizes the need to prevent unauthorized access to the information we collect, including information held in electronic format. We restrict access to nonpublic personal information about you to those individuals who need to know that information to provide products or services to you and perform their respective duties. We maintain physical, electronic, and procedural security measures to safeguard confidential client information.

Opting Out: If you would like to limit the personal information that your financial advisor could disclose or take if he or she moved to another investment advisory firm and terminated their relationship with DTIP, please call or write to Stacey Scheb at:

DT Investment Partners
Attn: Stacey Scheb, CCO
1 Dickinson Drive, suite 103
Chadds Ford, PA 19317
Phone: 484-778-4427
Email: sscheb@dtinvestmentpartners.com

You can withdraw your opt-out choice at any time by contacting us at any time. (Please note that the laws of certain states may impose additional restrictions upon the disclosure of customers’ confidential information.)

Closed or Inactive Accounts: If you decide to close your account(s) or become an inactive customer, our Privacy Policy will continue to apply to you.

Complaint Notification: Please direct complaints to; DT Investment Partners, LLC 1 Dickinson Drive, Suite 103, Chadds Ford PA 19317, Attn: Stacey Scheb (484) 778-4427 or sscheb@dtinvestmentpartners.com.

Changes to This Privacy Policy: If we make any substantial changes in the way we use or disseminate confidential information, we will notify you. If you have any questions concerning this Privacy Policy, please contact us at: 484-778-4425