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Home > Privacy Notice

PRIVACY NOTICE  

StateTrust’s primary client goal is to protect your privacy. We consider it our privilege to serve your financial needs and we value the trust you have place in us.

To conduct regular business, we collect nonpublic personal information to open your account(s), process your transactions and help us provide a better level of service. We collect this information from sources such as, Information reported by you on applications or other forms you provide to us. The information we collect is based on the services we may provide to you.

However, StateTrust does not share or disclose any nonpublic personal information about its current or former customers, except as permitted by law. All information will remain confidential.

Information Safeguarding

StateTrust will internally safeguard your nonpublic personal information by restricting access to only those employees who provide products or services to you or those who need access to your information to service your account. In addition, we will maintain physical, electronic and procedural safeguards that meet federal and/or state standards to guard your nonpublic personal information.

You can help to maintain your privacy by taking such precautions as protecting your account and PIN numbers and not disclosing confidential information to unknown callers. We strive to keep your customers and financial information accurate. If you believe that our records are incorrect or out of date, please notify us as soon as possible. Privacy is a partnership. Because privacy matters, we pledge to work together with you to protect and control the security of your confidential financial information.

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your identifying documents.



Copyright © 2009 STATETRUST CAPITAL, LLC | Disclaimer | Privacy Notice | Business Continuity Disclosure | Mutual Funds Breakpoints | CIP Notice
“Securities offered through StateTrust Investments, Inc. SIPC protection offered only on accounts held at
StateTrust Investments, Inc. See link on top of the page for more details.”