Federal law requires financial companies to tell you how we collect, share and protect your personal information. Federal law also allows you to limit some sharing, but not all. In order to conduct daily business we need to collect and share certain personal information. This information can include social security numbers, account transactions, account balances, payment history, investments and assets held. Below is a description of circumstances in which personal information is shared and withheld.
Sunwest Trust can share your personal information for everyday business purposes. This includes processing transactions, maintaining accounts, responding to court orders or legal investigations.
Sunwest Trust may also use your personal information to market our services to you. We do not sell, trade or otherwise share your personal information with any outside companies except as authorized by law or as authorized by the written consent of our clients. Sunwest Trust, Inc. is a privately owned company with no affiliates. We do not release personal information to any non-affiliate companies. If you do receive something from a company claiming to be an affiliate of Sunwest Trust, then please contact us immediately.
In order to protect your personal information from unauthorized use, we use certain security measures that comply with federal law. These measures include computer safeguards, secured files and buildings. Sunwest Trustís employee handbook specifically states that all information is confidential and is not to be released to any party other than our clients, unless we have written consent from a client to release such information to a 3rd party.
Sunwest Trust collects your personal information when you open an account, deposit money, make transfers or rollovers from other financial institutions, provide us with contact information or direct us to purchase or sell assets on behalf of your account.