- The Trust Company is committed to protecting the confidentiality and security of the information it collects, and will handle personal client information only in accordance with OCC Regulation 9 and any other applicable laws, rules and regulations. The Trust Company will ensure a) the security and confidentiality of client records and information; b) that client records and information are protected from any anticipated threats and hazards; and c) that client records and information are protected from unauthorized access or use. We will ensure your privacy through employee education, strict policies and procedures governing employee behavior, and placing certain restrictions on employee access to nonpublic personal information.
- The Trust Company conducts its business through its board of directors, officers, other employees, and certain third party vendors that provide services pursuant to agreements with the Trust Company. Only these parties will have access to account information and to certain nonpublic personal information, which they may be required to access and use, but only within the normal and expected scope of their respective duties in either managing the Trust Company, properly servicing your account, or in the case of vendors, fulfilling their contractual duties to the Trust Company.
- The Trust Company shall not share client information with its affiliates, unless it receives prior written direction from the client to do so.
- The Trust Company shall not share client information with unaffiliated third parties, other than third party vendors that provide services pursuant to agreements with the Trust Company, unless it receives prior written direction from a client to do so.