PENSCO Trust Company Privacy Notice Information

as of 04/01/2011

FACTS WHAT DOES PENSCO 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. This information can include:
  • Social Security number and information received from your application or other forms
  • Account balances and payment history
  • Assets 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 PENSCO Trust Company chooses to share; and whether you can limit this sharing.
Reasons we can share your personal information Does PENSCO Trust Company share? Can you limit this sharing?
For our everyday business purposes - such as to process your transactions, maintain your account(s), and respond to court orders and legal investigations 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 Yes No
For our affiliates' everyday business purposes – information about your creditworthiness No We don't share
For nonaffiliates to market to you No We don't share

QUESTIONS?

Contact Us

Who we are
Who is providing this notice? PENSCO Trust Company
What we do
How does PENSCO 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 PENSCO Trust Company collect my personal information? We collect your personal information, for example, when you
  • Open an account or deposit money
  • Pay fees or conduct other transactions through your account
  • Direct us to purchase or sell an asset
  • Direct us to use your credit or debit card
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.
  • PENSCO Trust Company has one affiliate, PENSCO, LLC, which provides administrative and operational services for your accounts and prepares your account statements.
Nonaffiliates Companies not related by common ownership or control. They can be financial and nonfinancial companies.
Joint marketing A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
  • PENSCO Trust Company doesn't jointly market.