In Perspectives

Looking back to this time last year, we were in the office preparing for in-person meetings, events and presentations. Little did we know what was ahead for us in 2020. What a year! The last 12 months have been full of surprises and opportunities. Through the trials, sadness and loss, we’ve also been able to slow down, focus and put a spotlight on the power of coming together. And because of that, we’re ready for a strong and resilient 2021.

At Legacy Trust, we are proud of the work we did this past year. Together, we were able to cope and assist our clients and employees through an unprecedented pandemic. While the way we serviced our clients looked a bit different in 2020, for us, it was business as usual. Financial wellness is a critically important factor in the overall health and well-being of individuals. As we each faced the fears of COVID-19, individual health became the primary concern for people across the country. In our business, we worked hard to ensure our clients were prepared for financial success and wellness through these volatile times. Our hope is the planning we invested with clients allowed them to stay focused – and hopeful – during a year that constantly challenged us.

I am happy to share that 2020 was a great year for Legacy Trust and our clients. Thank you to our customers, colleagues and suppliers for your loyalty and support over the past twelve months. I recognize we would not be where we are without the contributions made by each and every one of you, and I am very appreciative of this… thank you.

Goodbye 2020, and welcome 2021! Wishing you all a happy, healthy, and prosperous new year!

Tracey Hornbeck
Legacy Trust – President & CEO

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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