Estate Planning, financial planning, trust administration and highly diversified investment stategies

The Glenview Trust Company Privacy Policy

The Glenview Trust Company values customer privacy. As an organization in the financial services industry, we recognize that privacy is critical. The Glenview Trust Company policy concerning the collection and disclosure of nonpublic personal information regarding our current and future clients is set forth below.

Information Collected

As The Glenview Trust Company works with its clients to achieve their investment and financial goals, those clients share personal and financial information with us. The Company collects such information about its clients from the information furnished in account applications and other forms and from client transactions. For example, the personal and financial information received from a client may include their name, address, e-mail address, assets, income, account balances, banking arrangements and social security numbers. The Company collects this information to provide services and properly handle the client’s account.

Access to Information

It is the policy of The Glenview Trust Company that client information is highly confidential and is used only to service the client’s account or to comply with the company’s reporting and oversight responsibilities. The Glenview Trust Company maintains physical, electronic, and procedural safeguards to guard the client’s nonpublic personal information. All personnel are instructed to comply with confidentiality rules designed to protect your personal and financial information.

Use and Disclosure of Information

The Glenview Trust Company may use a client's personal and financial information in order to provide that client with trust and investment services, improve those services, implement security measures and fight fraud.

The Glenview Trust Company will not sell client information to any outside party. The Company uses custodians, transfer agents, securities brokers, outside auditors and accountants, and other third parties to conduct many aspects of our business: for transactions such as opening an account, receiving assets, processing the purchase or sale of investments and numerous other transactions that a client might request. The Company may disclose any of the personal and financial information that we collect from a client with these other third party businesses. These businesses must agree to only use this information for the services for which the Company hired them and are not permitted to use or share this information for any other purpose.

Occasionally, The Glenview Trust Company may be required to provide information about a client and a client's transactions to governmental agencies, self-regulatory organizations, industry associations and similar bodies in order to fulfill legal and regulatory requirements. In addition, The Glenview Trust Company is subject to laws that may give people involved in lawsuits and other legal proceedings the right to obtain information from us, including a client's personal and financial information. The Glenview Trust Company will comply with these laws to the extent required to do so.