Information Trust Wisconsin
Collects: We collect and maintain nonpublic personal information about you,
which may include
- Name and Address
- Social Security or Tax Identification Number
- Assets
- Income
- Employment status
- Account Balances and Activity
- Transactions with other
Organizations in order to accurately monitor your account funds for the best possible return. In the course of serving you,
we collect this information about you from various sources (account documentation, forms and correspondence).
Do We Disclose Any Information?
We do not disclose any nonpublic information about you to anyone except as
permitted by law. Disclosure of nonpublic personal information about you may occur to third parties in order to assist us
in servicing your accounts and to those with whom you have authorized us to share information with.
Our Security Policies Consist Of:
- requiring
employees to safeguard our client’s confidentiality;
- limiting employee access of client information
to those who have a business reason to know;
- applying procedural protection of our client’s information
which meet or exceed federal standards;
- maintaining policies that provide the appropriate physical security
of workplaces and records; and
- implementing technology (such as backing up files, virus detection, firewalls, and
other computer software and hardware) to protect against unauthorized access to our client’s data.
Privacy Notice and Disclosure Click here to read National Independent Trust Company's
Privacy Notice and Disclosure form.
Further Information: For additional information regarding our privacy policy, please contact us. 
