In Perspectives

Buger-Pic-May-2015This month a group of Legacy Trust employees and myself enjoyed burgers at Logan’s Alley, with a portion of the proceeds going to the Children’s Assessment Center. If you are not aware, the CAC is an excellent organization in our area that provides a vital service to the children in our community. The main purpose of the CAC is to provide safety, support, and counseling to children who have been a victim of sexual abuse. While many of us cannot believe that this happens to children in our society, the truth is that it does happen and it happens more often than we think. Fortunately, groups like the Children’s Assessment Center are readily available to help out and create a safe environment for the child.

As far as the burgers go….
Logan’s Alley proved to be an excellent burger joint and definitely jumped to the top portion of my ever-growing burger list. For those of you who do not know, Logan’s Alley is located on Michigan just east of College. It is a unique, tavern-like building that cannot be missed. Since there was a group of about 10 of us, we were able to collectively try all of the burgers on the menu, ranging from a build your own style to the Logan Burger. My burger of choice was the Gridiron, which came as two patties loaded with haystack onions, Gouda cheese, and BBQ sauce. The burger was delicious and left little to be desired. I would strongly recommend Logan’s Alley to anyone in the neighborhood who is looking for a good spot to eat or drink (as they have over 200 bottled beers on hand).

Legacy Trust and Your Right to Financial Privacy

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:

  • accurately identify you;
  • protect and administer your records, accounts and funds;
  • help us design or improve our products and services;
  • understand your financial needs;
  • save you time when you apply for new products and services; offer you quality products and services; and comply with certain laws and regulations;

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:

  • Information we receive from you to open an account or provide investment advice or other services to you (such as your home address, social security number, telephone, financial information and investment objectives).
  • Information that we generate to service your account or from our transactions with you (such as account statements and other financial information).
  • Information on your transactions with nonaffiliated third parties.

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:

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

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.

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USA PATRIOT Act

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.

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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.

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