• About Us
  • Who We Serve
  • Our Team
  • Insights
  • News
  • Login
Answers for Life. Answers for Life.
  • About Us
  • Who We Serve
  • Our Team
  • Insights
  • News
  • Login

Archives

Monthly Archive for: "September, 2014"
Home » Archives for September 2014
By Legacy Trust
In Perspectives
Posted September 25, 2014

The Outsider in the Family

It has been almost 6 months since I joined the Legacy Trust team and I’d like to reflect on that time for my blog post, and how my role in the company is not unlike the role of running a family [...]

0
Read More
By William Walker
In Perspectives
Posted September 17, 2014

Understanding and Managing Investment Risk

In the investment world, risk generally is related to uncertainty. It refers to the possibility that you might lose your investment, or that an investment will yield less than its anticipated [...]

0
Read More
By Legacy Trust
In Perspectives
Posted September 9, 2014

Lessons From Hollywood

I read an article recently about the premier episode of “Celebrity Legacies”, a television show on the Reelz channel that investigates the legacy of a different departed celebrity each week.  I [...]

0
Read More
By Laina Mills
In Perspectives
Posted September 2, 2014

Looking Past the Headlines

The state of the U.S. jobs market has always been watched closely by economists and financial professionals, and the current economic recovery has only served to draw closer scrutiny to the [...]

0
Read More
Recent Posts
  • Legacy Trust Adds Leading Business Executive to its Board of Directors
    June 22, 2022
  • Legacy Trust named one of the Best and Brightest Companies to work for in West Michigan
    May 19, 2022
  • Senior Vice President, Steve Doorn, provides current assessment to WOOD-TV8
    May 10, 2022
  • Secure Act 2.0
    Secure Act 2.0
    April 27, 2022
Privacy Policy | USA PATRIOT Act

LinkedIn
©2022 Legacy Trust
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.

×
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.

×
You are leaving the Legacy Trust website

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.

×
Warning!

Do not send sensitive information over email. If you need to communicate sensitive information, please call us at 616.454.2852

×

The views expressed on Linkedin do not necessarily reflect the views of Legacy Trust

×