Privacy Policy and Disclosures
Privacy Policy
| FACTS | What does Southeast Trust Company do with your personal information? |
| Why? | Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do. |
| What? | The types of personal information we collect and share depend on the product or service you have with us. The information can include: • Social Security number and account balances • risk tolerance and retirement assets • income and investment experience When you are no longer our customer, we continue to share your information as described in this notice. |
| How? | All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Southeast Trust Company chooses to share; and whether you can limit this sharing. |
| Reasons we can share your personal information | Does Southeast Trust Company share? | Can you limit this sharing? |
| For our everyday business purposes - such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus | Yes | No |
| For our marketing purposes - to offer our products and services to you | Yes | No |
| For joint marketing with other financial companies | No | We don't share |
| For our affiliates’ everyday business purposes - information about your transactions and experiences | No | We don't share |
| For our affiliates’ everyday business purposes – information about your creditworthiness | No | We don't share |
| For affiliates to market to you | No | We don't share |
| For nonaffiliates to market to you | No | We don't share |
| Questions? | Call (352) 291-5999 or go to www.southeasttrust.com |
| What we do | |
| How does Southeast Trust Company protect my personal information? | To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. |
| How does Southeast Trust Company collect my personal information? | We collect your personal information, for example, when you • open an account or enter into an investment advisory contract • tell us about your investment or retirement earnings or seek advice about your investments • tell us about your investment or retirement portfolio We also collect your personal information from other companies. |
| Why can’t I limit all sharing? | Federal law gives you the right to limit only • sharing for affiliates’ everyday business purposes – information about your creditworthiness • affiliates from using your information to market to you • sharing for nonaffiliates to market to you State laws and individual companies may give you additional rights to limit sharing. |
| Definitions | |
| Affiliates | Companies related by common ownership or control. They can be financial and nonfinancial companies. • Southeast Trust Company does not share with our affiliates. |
| Nonaffiliates | Companies not related by common ownership or control. They can be financial and nonfinancial companies. • Southeast Trust Company does not share with nonaffiliates so they can market to you. |
| Joint Marketing | A formal agreement between nonaffiliated financial companies that together market financial products or services to you. • Southeast Trust Company doesn’t jointly market. |
Disclosures
Southeast Trust Company, LLC non-deposit investment products referenced in this site or any page hereof are not credit union or bank deposits or obligations of, or guaranteed or endorsed or otherwise supported by, Southeast Trust Company, LLC, any credit union or any affiliate, are not federally insured or guaranteed by the United States Government, National Credit Union Administration, Federal Deposit Insurance Corporation, Federal Reserve Board or any other governmental agency, and are subject to investment risks, including possible loss of the principal amount invested.