Why? Financial companies choose how they share your personal information. Applicable US and Canadian law gives consumers the right to limit some but not all sharing. These also require us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What? The types of personal information we collect and share depend on the product or service you have with us. The information can include:
  • Social Security/ Social Insurance number and account balance
  • Transaction history
  • Assets and Income
  • Investment experience
  • Checking account information and wire transfer instructions
How? All financial companies need to share customers’ 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 abrdn choose to share; and whether you can limit this sharing. We do not disclose nonpublic personal information about our clients or former clients to third parties other than as described below. Where abrdn does share personal information with a trusted third party, it does so under strict terms that require the information to be used only for the purpose for which it was disclosed, kept confidential and protected by appropriate security safeguards.
Reasons we can share your personal information Does abrdn share? Can you limit this sharing?
For our everyday business purposes—
Such as to process your transactions, maintain your account(s) and account records, 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
Yes Yes
For joint marketing with our financial companies No We don't share
For our affiliate’s everyday business purposes—
Information about your transactions and experiences
Yes No
For our affiliate’s everyday business purposes—
Information about your creditworthiness
No We don't share
For our affiliates to market to you No We don't share
For our nonaffiliates to market to you No We don't share
To limit our sharing
  • Call 215-405-5700
Please note:
If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.
Who we are
Who is providing this notice? abrdn U.S. Registered Investment Advisers (collectively referred to as "abrdn")
What we do
How does abrdn 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.
How does abrdn collect my personal information? We collect your personal information through various means for example, when you:
  • Open an account or give us your contact information
  • Seek advice about your investments or make deposits or withdrawals from your account
  • Enter into an investment advisory contract
  • Buy securities or interests in a fund from us
  • Tell us where to send money
We also collect your personal information from others, such as credit bureaus, affiliates, or other companies.
Why can’t I limit all sharing? US Federal Law gives you the right to limit only:
  • Sharing for abrdn and 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 or Provincial laws and individual companies may give you additional rights to limit sharing. In order to provide you with the services for which you have engaged abrdn, the company relies on a number of third parties to provide support services, including profession, legal, accounting and technical support.
What happens when I limit sharing for an account I hold jointly with someone else? Your choices will apply to everyone on your account.
Affiliates Companies related by common ownership or control. They can be financial and nonfinancial companies.
  • Our affiliates include wholly-owned subsidiaries of {SLAName} plc, a global financial services company.
Nonaffiliates Companies not related by common ownership and control. They can be financial and nonfinancial companies.
  • abrdn does not share personal information 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.
    Other important information
    This Privacy Notice is being provided by abrdn, namely Aberdeen Standard Investments Inc, Aberdeen Asset Managers Limited, Standard Life Investments (Corporate Funds) Limited, Aberdeen Standard Investments Australia Limited, Aberdeen Standard Investments (Asia) Limited, Aberdeen Standard Investments ETFs Advisors LLC, Aberdeen Capital Management LLC, and SL Capital Partners LLC.