Privacy Policy

Trust Wisconsin strongly believes in protecting the confidentiality and security of information we collect about you. Protecting your privacy is our most important policy. The following policy is a standard for all Trust Wisconsin employees.

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.