Working Together to Coordinate Your Advisor Team
I have found in my life that working together to achieve a common goal provides a much better outcome than trying to figure everything out on my own. This same principle has carried over to my [...]
I have found in my life that working together to achieve a common goal provides a much better outcome than trying to figure everything out on my own. This same principle has carried over to my [...]
If passing your assets to your heirs is important to you, I recommend that you consider reading the book Preparing Heirs: Five Steps to a Successful Transition of Wealth and Values”, by Roy [...]
It has happened a number of times since I began my career in investment management. The topic of investing is brought up in conversation and it is immediately compared to gambling, where the odds [...]
At Legacy Trust, one of our core values is commitment to our community. We would like to recognize three of our board members for their continued leadership not only in their respective careers [...]
My favorite way to pass the time on my daily commute between my home in Lowell and our office downtown is to listen to podcasts as I drive. One of the best that I have found is Planet Money, a [...]
At Legacy Trust we have established policies and practices that respect the financial privacy of all individuals who use our trust company. We believe it is critical to comply with the laws and regulations designed to secure your financial privacy. Your relationship with us as our client is very important to us, and we want you to understand our policies and practices about handling your information.
This Policy applies to you – This Policy applies to our relationships with individual clients who inquire about or obtain products or services from us for personal, family and household purposes.
Strict security measures – We take the security of information very seriously. We have established security standards and procedures to prevent access to client information. We maintain physical, electronic and procedural safeguards to guard client information.
Limited employee access – We have established procedures to limit employee access to information to only those employees with a business reason for accessing such information. We educate our employees about the importance of confidentiality and client privacy. We take appropriate disciplinary measures to enforce employee responsibilities regarding client information.
Why we collect information – We collect information about you to:
We collect information – We collect and maintain your personal information so that we can provide investment management and other services to you. The types and categories of information that we collect and maintain about you include:
We have established procedures so that the financial information we collect is accurate, current and complete. We are committed to work with you to promptly correct any inaccurate information.
Our selective sharing of information – In order for us to provide investment management and other services to you, we do disclose your personal information in very limited instances, which include:
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.
Important Information About Procedures For Opening A New Account
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 driver’s license or other identifying documents.
We apologize for any inconvenience this may cause; however, federal law prohibits us from waiving these requirements.
Legacy Trust makes no representation concerning nor is it responsible for the quality, content, nature, or security of any hyperlinked site. This link is provided as a convenience and does not imply any investigation or endorsement of the site.
Do not send sensitive information over email. If you need to communicate sensitive information, please call us at 616.454.2852
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