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.
- Information Collected
- Information Disclosed
- Projection of your Information
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 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.
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.