Privacy Policy

WHAT DOES THE KILLEN GROUP INC. DO WITH YOUR PERSONAL INFORMATION?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

• Social Security Number
• Assets
• Retirement Assets
• Transaction History
• Checking Account History
• Purchase History
• Account Balances
• Account Transfers
• Wire Transfer Instructions

When you are no longer our customer, we continue to share your information as described in this notice.

All financial companies need to share 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 The Killen Group, Inc. chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information:	Does The Killen Group, Inc. share?	Can you limit this sharing?
For our everyday business purposes— such as to process your transactions, maintain your account(s), 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	No	We Don’t Share
For joint marketing with other financial companies	No	We Don’t Share
For our affiliates’ everyday business purposes— information about your transactions and experiences	No	We Don’t Share
For our affiliates’ everyday business purposes— information about your creditworthiness	No	We Don’t Share
For non-affiliates to market to you	No	We Don’t Share

Frequently Asked Questions

How does The Killen Group, Inc. 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.

Our service providers are held accountable for adhering to strict policies and procedures to prevent any misuse of your nonpublic personal information.

How does The Killen Group, Inc. collect my personal information?

We collect your personal information, for example, when you:

• Provide account information
• Give us your contact information
• Make deposits or withdrawals from your account
• Make a wire transfer
• Tell us who receives the money
• Show your government-issued ID
• Show your driver’s license

We also collect your personal information from other companies.

Why can’t I limit all sharing?

Federal law gives you the right to limit only:

• sharing for affiliates’ everyday business purposes — information about your creditworthiness
• affiliates from using your information to market to you
• sharing for non-affiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

Affiliates

Companies related by common ownership or control. They can be financial and non-financial companies.

• Berwyn Financial Services could be deemed an affiliate.
• The Berwyn Funds could be deemed an affiliate.

Non-affiliates

Companies not related by common ownership or control. They can be financial and non-financial companies.

• The Killen Group, Inc. does not share with nonaffiliates so they can market to you.

Joint Marketing

A formal agreement between non-affiliated financial companies that together market financial products or services to you.

• The Killen Group, Inc. doesn’t jointly market.

Questions about our Privacy Policy? Call 610-296-7222 or contact us.