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Nationwide Private Client Producer Bulletin Private Client Identity Protection Support For: All Agents & Brokers October 24, 2017, Dear Agency Partner, By now, you are most likely aware that Equifax,

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What is private client identity protection?

Private client identity protection is a process to safeguard the personal information of high net worth individuals.

Who is required to file private client identity protection?

High net worth individuals and their representatives are required to file private client identity protection.

How to fill out private client identity protection?

Private client identity protection can be filled out electronically or by submitting paper forms with relevant personal information.

What is the purpose of private client identity protection?

The purpose of private client identity protection is to prevent identity theft and ensure the confidentiality of personal financial information.

What information must be reported on private client identity protection?

Private client identity protection requires the reporting of personal identifying information, financial assets, and income sources.

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