A Division of GreatBanc Trust Company


Your Right to Financial Privacy

U.S. Fiduciary Services, Inc., an employee-owned company, and its subsidiary companies, GreatBanc Trust Company and Salem Trust Company, maintain a stringent program of official policies and best practices to safeguard the financial privacy of those who use our services. We believe it is critical to comply with laws and regulations designed to secure your privacy. Your relationship with us is our first priority, so we want you to understand our policies and practices which help protect you against the violation of your privacy.


Who is Covered by our Privacy Policy

Our privacy policy applies to our relationships with individual clients who inquire about or obtain services from us for personal, family and household purposes. Other policies relating to confidentiality of client records provide security for our corporate and institutional clients.

 

Security Standards

Over the years, we have refined the security standards surrounding our operating procedures in order to establish a strictly controlled working environment. We help prevent unauthorized access to client information through physical, electronic and procedural safeguards. All visitors and employees within our offices are monitored and accounted for, while our computer networks employ a progression of anti-intrusion safeguards that are designed to resist all known methods of attack. We monitor our physical and electronic safeguards by soliciting mock intrusions from well-known security experts. We regularly educate our employees about the importance of confidentiality and client privacy. If necessary, we take appropriate disciplinary measures to enforce employee responsibilities regarding client information. Before being hired, all employees are required to pass extensive background checks.


Why We Collect Information

We collect information about you to:

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



Types of Information Collected


The types and categories of information that we collect and maintain about you may include:

  • Information you provide to us to enable us to open an account or provide financial services to you (such as your address, social security number, telephone number, financial information and investment objectives)
  • Information we obtain from servicing your account or from our transactions with you (such as account statements and other financial information)
  • Information we obtain about your transactions with nonaffiliated third parties



Our Selective Sharing of Information

In order for us to provide financial services, we may need to disclose your personal information in very limited instances. Such instances include:

  • Disclosures to nonaffiliated companies as permitted by law, including those who help us service your account (such as brokers and custodians)
  • Other limited disclosures as permitted by law, such as required reports to government entities


 
Marketing

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.Type your paragraph here.

IMPORTANT INFORMATION CONCERNING YOUR PRIVACY