Privacy Policy

At Legacy Private Trust Company we have established policies and practices that respect the financial privacy of all individuals who use our trust company. We believe it is critical to comply with the laws and regulations designed to secure your financial privacy. Your relationship is very important to us, and we want you to understand our policies and practices about handling your information.

This Policy Applies to You. This Policy applies to our relationships with individual clients who inquire about or obtain products or services from us for personal, family and household purposes.

Strict Security Measures.  We take the security of information very seriously. We have established security standards and procedures to prevent access to client information. We maintain physical, electronic and procedural safeguards to guard client information.

Limited Employee Access. We have established procedures to limit employee access to information to only those employees with a business reason for accessing such information. We educate our employees about the importance of confidentiality and client privacy. We take appropriate disciplinary measures to enforce employee responsibilities regarding client information.

We collect information about you to:

  • Accurately identify you;
  • Protect and administer your records, accounts and funds;
  • Help us design or improve our products and services;
  • Understand your financial needs;
  • Save you time when you apply for new products and services;
  • Offer you quality products and services; and
  • Comply with certain laws and regulations.

What We Collect.  We collect the following types and categories of information:

  • Information we receive from you to open an account or provide investment advice or other services to you (such as your home address, social security number, telephone, financial information and investment objectives);
  • Information that we generate to service your account or from our transactions with you (such as account statements and other financial information);
  • Information on your transactions with nonaffiliated third parties.

We have established procedures so that the financial information we collect is accurate, current and complete. We will work with you to promptly correct any inaccurate information.

Our Selective Sharing of Information.  In order for us to provide investment management and other services to you, we do disclose your personal information in very limited instances, such as:

  • Disclosures to nonaffiliated companies as permitted by law, including those who help us service your account (such as brokers, custodians, accountants, computer software providers and consultants).
  • Other limited disclosures as permitted by law, for example, required reports to government entities.

We do not share your information with third parties for marketing purposes. We do not sell your information.

Former Clients. If you end your relationship with us, we will continue to adhere to the privacy policies and practices described in this notice.

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