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Financial

GLBA

Gramm-Leach-Bliley Act

Federal law requiring financial institutions to protect consumer financial information.

What is GLBA?

The Gramm-Leach-Bliley Act (GLBA), also known as the Financial Services Modernization Act of 1999, requires financial institutions to explain their information-sharing practices and to safeguard sensitive customer data. GLBA applies to companies that offer financial products or services, including banks, securities firms, insurance companies, and other financial service providers.

The GLBA Safeguards Rule, updated in 2023, requires financial institutions to develop, implement, and maintain a comprehensive information security program with specific requirements for risk assessment, access controls, encryption, and incident response.

Who Needs GLBA?

  • Banks and financial institutions
  • Insurance companies
  • Securities firms and broker-dealers
  • Financial advisors
  • Non-bank financial companies (mortgage lenders, payday lenders)

Key Requirements

Core compliance areas for GLBA

1

Privacy Notice

Provide clear notice of information collection and sharing practices.

2

Opt-Out Rights

Allow customers to opt out of information sharing with non-affiliated third parties.

3

Safeguards Rule

Implement comprehensive information security program protecting customer information.

4

Risk Assessment

Conduct periodic risk assessments of customer information handling.

5

Vendor Management

Oversee service providers handling customer information.

Benefits of GLBA Compliance

  • Maintain FTC and regulatory compliance
  • Avoid significant enforcement actions
  • Build customer trust
  • Reduced risk of data breaches
  • Foundation for comprehensive security program
  • Better vendor risk management

How PartnerAlly Helps with GLBA

Streamline your path to GLBA compliance with our AI-powered platform.

Information security program templates
Risk assessment methodology and tools
Vendor management tracking
Privacy notice compliance
Incident response planning
Safeguards Rule compliance documentation