Privacy Policy

At WATC, one of our main priorities is the privacy of our visitors.

PRIVACY POLICIES

Wealth Advisors Trust Company values the importance of protecting the privacy of our visitors and clients visiting our website. Protecting your privacy is fundamental to the way we conduct business, whether over the Internet, over the telephone, or in our offices. We do our best to provide website safeguards by  maintaining physical, electronic, and procedural safeguards.

From time to time, we will direct you to other sites on the Internet. Whenever you leave the Wealth Advisors Trust Company site, it is strongly suggested that the websites privacy policy is reviewed.

  • Information Collected
  • Information Disclosed
  • Projection of your Information
  • Privacy Policy or Client/Beneficiary of Trust(s) Changes

 

Information Collected

In order for us to fulfill the duties our clients have hired us to do, we need to collect certain personal identifying information (e.g. name, address, social security number, etc.) from information provided by either you and/or an advisor that you have approved to provide us with that information.  This information could be communicated by various means (electronic, telephone, written or in person). Information also collected about a trust’s tax return, custodial statements/transactions, trust/Will document etc.

Information Disclosed

Information on any client/beneficiary of a trust(s) is  not disclosed from what we have collected on anyone, willingly,  except: (i) making our services better the client/beneficiary of a trust(s) and then only to those person(s) or entity(s) required to  provide the services that they authorize (such as broker-dealers, custodians, independent managers etc.); (ii) to person()s assessing our compliance with industry standards (e.g., regulators, etc.); (iii) attorneys, accountants, and auditors that we work with; or (iv) as mandated by the law.

The law permits us to provide your information to local/county/state/federal agencies and other third parties in certain circumstances (such as third parties that perform administrative or marketing services on our behalf or for joint marketing programs). These third parties are prohibited to use or share the information for any other purpose. If you feel our services are no longer required or your account becomes inactive, we will still follow our privacy policy rules.

Protection of your Information

We restrict access to your personal information to those employees who need to know that information to service your account. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards.

Privacy Policy or Client/Beneficiary of Trust(s) – Changes

From time to time, as situations dictate, we will change our privacy policy about we collect and disclose information on a Client/Beneficiary(s) of Trusts. These changes will be noted on our website under the Privacy Policy link

Questions

Contact us and discuss any questions on our privacy policy with your Trust Officer.