City Line Privacy Policy
Provided by City Line Corporation
7840 Mission Center Ct. Suite 201
San Diego, Calif. 92108
(800) 813•5119
Our commitment to you
As a City Line investor or client, you've entrusted to our care not only your hard-earned money but your personal and financial data as well. We recognize that your relationship with us is based on trust and that you expect us to act responsibly and in your best interests. Because your personal and financial data is your private information, we hold ourselves to the highest standards in its safekeeping and use.
This means, most importantly, that we do not sell client information—whether it is your personal information or the fact that you are a City Line client—to anyone.
Instead, your information is used by us primarily to complete transactions that you request or to make you aware of other financial products and services that we offer.
The information we collect about you
You provide personal information when you complete a Form or account application. (If you enter information in an online application, we may store the information even if you don’t complete or submit the application.)
In addition to personal information you provide to us, we may receive information about you that you authorize third parties to provide to us. We also may obtain personal information from third parties in order to verify your identity and prevent fraud, or to help us identify products and services that may benefit you.
Personal information collected from any source may include your:
- Name and address
- Social Security number or taxpayer identification number.
- Assets
- Income
- Account balance
- Investment activity
- Accounts at other institutions
How we handle your personal information
We do not sell information about current or former clients or their accounts to third parties. Nor do we share such information, except when needed to complete transactions at your request or to make you aware of related financial products and services that we offer. Here are the details:
In order to complete certain transactions or account
changes that you direct, it may be necessary to provide identifying information
to companies, individuals, or groups that are not affiliated with City
Line. For example, if you ask to transfer assets from another financial
institution to City Line, we will need to provide certain information
about you to that company to complete the transaction.
In certain instances, we may contract with nonaffiliated companies to
perform services for us. Where necessary, we will disclose information
we have about you to these third parties. In all such cases, we provide
the third party with only the information necessary to carry out its assigned
responsibilities and only for that purpose. And, we require these third
parties to treat your private information with the same high degree of
confidentiality that we do.
Finally, we will release information about you if you direct us to do
so, if we are compelled by law to do so, or in other legally limited circumstances
(for example, to protect your account from fraud).
How we protect privacy online
Our concern for the privacy of our shareholders naturally extends to those who use our website, CityLineMortgage.com®.
Our website uses some of the most secure forms of online
communication available, including data encryption, Secure Sockets Layer
(SSL) protocol, and user names and passwords. These technologies provide
a high level of security and privacy when you access your account information,
initiate online transactions, or send secure messages.
CityLineMortgage.com offers customized features that require our use of
“HTTP cookies”—tiny pieces of information that we ask
your browser to store. However, we make very limited use of these cookies.
We don’t use them to pull data from your hard drive, to learn your
e-mail address, or to view data in cookies created by other websites.
We won't share the information in our cookies or give others access to
it—except to help us better serve your investment or mortgage needs.
How we safeguard your personal information
We restrict access to information about you to those City Line Corp. employees who need to know the information to provide products or services to you. We maintain strict physical, electronic, and procedural safeguards to protect your personal information.
What you can do
For your protection, we recommend that you do not provide your account information, user name, or password to anyone. If you become aware of any suspicious activity relating to your account, please contact us immediately.
We'll keep you informed
As required by federal law, we'll notify you of our Privacy Policy annually. We reserve the right to modify this policy at any time, but rest assured that if we do make changes, we'll tell you promptly.
