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Beacon Trust
Beacon Trust

PRIVACY NOTICE

FACTS WHAT DOES BEACON TRUST AND ITS AFFILIATES 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 employment information
  • assets and income
  • account balances and transaction history
HOW? All financial companies need to share clients’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their clients’ personal information; the reasons Beacon Trust chooses to share; and whether you can limit this sharing.

 

Reasons we can share your personal information Does Beacon Trust 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		 Yes No
For our affiliates' everyday business purposes -
information about your creditworthiness		 No We don’t share
For our affiliates to market to you Yes Yes
For nonaffiliates to market to you No We don't share

 

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To limit our sharing Call 866.377.8090 - Talk to your assigned representative (e.g., wealth advisor, trust officer)
Please note:
If you are a new client, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our client, we continue to share your information as described in this notice.

However, you can contact us at any time to limit our sharing.
Questions? Call 866.377.8090 If we serve you through another financial institution, please contact them directly. Their address and telephone number is listed on your account statement.

Who we are

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Who is providing this notice? Beacon Trust Company, Beacon Investment Advisory Services, Inc., Acertus Capital Management, LLC (“Beacon Trust”).

What we do

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How does Beacon Trust 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 Beacon Trust collect my personal information? We collect your personal information, for example, when you
  • open an account or perform transactions
  • give us your contact information or pay your bills
  • seek advice about your investments
  • enter into an investment advisory contract
  • provide employment information

We also collect personal information from others, such as affiliates, or 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.
What happens when I limit sharing for an account I hold jointly with someone else? Your choice will apply to everyone on your account..

Definitions

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Affiliates Companies related by common ownership and control. They can be financial and nonfinancial companies.
  • The Provident Bank
Nonaffiliates Companies not related by common ownership and control. They can be financial or nonfinancial companies.
  • Beacon Trust 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 service to you.
  • Beacon Trust does not jointly market.

Other important information

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This Privacy Policy Notice applies to products and services used primarily for personal, family or household purposes (non-business purposes). We reserve the right to exchange this Privacy Policy Notice and any of the practices described within this policy at any time. The examples provided in this Privacy Policy Notice are not intended to be all-inclusive. Hearing-impaired customers, please call (TDD) 1.800.448.2823 to limit the sharing of your information.