Non-personal client information sharing within the Sumitomo Mitsui Trust Group

The Sumitomo Mitsui Trust Group is a comprehensive financial services group consisting of numerous financial institutions including a trust bank, an asset management company, etc. By properly leveraging the expertise and specialist knowledge of each of our group companies and by working together, it is our firm belief that we can provide more value added financial products and services to our clients. We would like to share certain information of our clients (excluding information which is subject to a confidentiality obligation under the agreement) within the Sumitomo Mitsui Trust Group and only to the extent that we believe to be necessary or required for this purpose. Any client information shared within the Sumitomo Mitsui Trust Group will be used and treated with the utmost care to avoid any inappropriate disclosure. If you do not wish to have your information shared within our group, please contact us at the e-mail or telephone number provided below. Thank you.

(1) Type of Client Information shared within the Sumitomo Mitsui Trust Group
・Client (company) name, client (company) address, client (company) telephone number, generic e-mail addresses (i.e. not containing personal data such as individual names), transaction records and information, public information and content of communications with clients.
・Product(s) sold and services rendered, transaction dates, balance of accounts, maturity of products, and general client transaction information.]

(2) Common usage
Client information will only be shared amongst Sumitomo Mitsui Trust Holdings, Inc., Sumitomo Mitsui Trust Asset Management Co., Ltd., Sumitomo Mitsui Trust Bank, Ltd. and its subsidiaries.

(3) Purpose
Research and development of various financial products

(4) Contact
If you would like any further information about how information is shared within the Sumitomo Mitsui Trust Group please feel free to get in touch via the information available here.