Privacy Disclosure Policy

Protecting your privacy is important to Heritage Trust Company and our employees. We want you to understand what information we collect. The following policy serves as a standard of all Heritage Trust Company employees for collection, use, retention, and security of nonpublic personal information.

Categories of Information We May Collect:
We collect nonpublic personal information about you from the following sources:

  • Information we may receive from you relating to your trust account, tax returns, financial statements, or other sources
  • Information about your transactions with us
  • Information received from other service providers to you per your prior authorization, such as attorneys, banks, brokers, employees or other agents

Categories of Information We May Disclose:
We do not disclose this information to anyone or any agency outside of our company without your approval at any time, except as required by law or to assist us in the servicing of your account with us. We do not disclose nonpublic information to third parties for marketing purposes.

Confidentiality and Security:
We restrict access to nonpublic personal information about you to “those employees who need to know that information to provide our services to you.” We maintain physical, electronic and procedural safeguards that comply with federal regulations of the Federal Trade Commission as required by the 1999 Gramm-Leach-Bliley Act.