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Privacy Statement
Privacy
Pledge
WHEREAS,
The Trust Company of the South recognizes its clients’
expectations of financial privacy; and
WHEREAS,
preserving our clients’ trust is one of the core values
of our institution;
NOW
THEREFORE, we resolve to abide by the following
guidelines for the responsible use and protection of our
clients’ information:
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We
always will value the trust of our clients and the
importance of keeping their personal financial
information confidential.
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We will
disclose to our clients our policy regarding use of
their personal financial information, and we will
always use a client's non-public personal
information in a responsible manner, so as best to
protect it.
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We will
hold our employees to the highest standard of
conduct in ensuring the confidentiality of client
information.
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We will
use client information in order to provide our
clients with significant benefits, including
improved products and services, and to comply with
laws.
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We will
establish procedures to maintain accurate
information and respond in a timely manner to our
clients’ requests to change or correct information.
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We will
use a combination of safeguards to protect our
clients against the criminal use of their
information and to prevent unauthorized access to
it.
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We will
require the companies we do business with to abide
by our privacy policy and to maintain the
confidentiality of our clients’ information.
The Board of
Directors of The Trust Company of the South
The Trust
Company of the South Privacy Notice
Protecting
your privacy is important to The Trust Company of the
South and our employees. We want you to understand what
information we collect and how we use it. In order to
provide our clients with a broad range of financial
services as effectively and conveniently as possible, we
use technology to manage and maintain client
information. The following policy serves as a standard
for all The Trust Company of the South employees for
collection, use, retention, and security of nonpublic
personal information.
What Information We
Collect
In the process of serving you, we may collect “nonpublic
personal information” about you from the following
sources:
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Information we receive from you on financial
planning, estate planning, and retirement planning
questionnaires
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Information about your transactions with us or
other; and
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Information
we receive from third parties such as brokers,
insurance agents, or other financial service
providers.
“Nonpublic
personal information” is nonpublic information about you
that we obtain in connection with providing a financial
service to you. For example, nonpublic personal
information includes information regarding your assets,
estate plan, and beneficiary designations.
What Information We
Disclose
We are permitted under law to disclose nonpublic
personal information about you to third parties in
certain circumstances. For example, as a manager of
managers, we may disclose nonpublic personal information
about you to portfolio managers selected to advise us on
your account. Such disclosure would be to ensure that
the manager fully understands the scope and objective of
your account. We take steps to ensure that any such
information disclosed to a manager is kept
confidential. In addition, we may have to disclose
information to government entities in response to
subpoenas. We do not disclose any nonpublic information
about you to anyone, except as permitted by law.
If you
decide to close your account(s) or become an inactive
client, we will continue to adhere to the privacy
policies and practices described in this notice.
Our Security Procedures
We take significant steps to safeguard client
information. We restrict access to your personal and
account information to those employees who need to know
that information in order to provide services to you.
We maintain physical, electronic, and procedural
safeguards to guard your nonpublic personal information.
The
Trust Company of the South considers privacy a
fundamental right of clients and takes seriously the
obligation to safeguard client information. For
questions regarding this policy, please contact your
account administrator.
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