Privacy Statement

Privacy Statement of The Bar Plan Group of Companies*

In the course of doing business with The Bar Plan Group of Companies, you provide nonpublic personal information to The Bar Plan. This Privacy Statement provides information about the types of information collected and The Bar Plan’s policy with respect to the use of that information. This statement is being provided in compliance with the Gramm-Leach-Bliley Act (Pub. Law 106-102).

Information Collected

We collect only the information necessary to consistently deliver responsive products and services to you. This service may include advising you of other products and services that The Bar Plan offers. The information collected may include:

  • Information we receive from you on applications or other forms;
  • Information about your transactions with us, our affiliates or others;
  • Information about your transactions with nonaffiliated third parties; or
  • Information from a consumer reporting agency.
Affiliated Companies in The Bar Plan
  • The Bar Plan Mutual Insurance Company (Lawyers’ Professional Liability Insurance and Surety Bonds)
  • The Bar Plan Surety and Fidelity Company (Surety Bonds)
  • The Bar Plan Insurance Agency, Inc. (Insurance Agency)
  • TBP Holding Company (A Holding Company)
Use of Information Collected

The Bar Plan does not sell information about current or former customers to third parties. We also do not share such information, except when it is required to complete transactions at your request, or to provide you with information that may be relevant to your insurance needs.We may contract with non-affiliated third parties to perform services for The Bar Plan. When necessary, we will only disclose the information necessary for the third party to carry out its agreed responsibilities. We require these non-affiliated third parties to treat your personal information as confidential.

We will not disclose any information regarding your assets, liabilities, income or information from a consumer reporting agency with any affiliate or nonaffiliated third party unless you tell us to do so, or unless we tell you before-hand and give you a chance to say no.

We do not disclose any nonpublic personal information about our customers or former customers to anyone, except as stated above or as otherwise permitted by law.

Protection of Information Collected

We restrict access to nonpublic personal information about you to those employees who need to know that 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.

*Following is a list of The Bar Plan Group of Companies that this notice applies to, as of January 1, 2005:
The Bar Plan Mutual Insurance Company
The Bar Plan Insurance Agency, Inc.
The Bar Plan Surety and Fidelity Company
TBP Holding Company