How and when we use your information.
Scope of Policy
This Policy applies to our relationships with clients who inquire about or obtain services from us for personal, family and household purposes.
While this Policy does not apply to trusts for which we serve as trustee, employee benefit plans for which we provide fiduciary or other services, or business accounts, our trust, employee benefit plan and business clients’ information is also very important to us. We also respect the privacy of our business clients, and will also take steps necessary to protect their information. We will separately follow all of our policies and procedures to assure that we meet all fiduciary obligations with respect to the privacy of our clients’ information entrusted to us.
Strict Security Measures
We will establish security standards and procedures to prevent unauthorized access to client information. We will maintain physical, electronic and procedural safeguards to guard client information.
Limited Employee Access
We will establish procedures to limit employee access to information to only those employees with a business reason for accessing such information. We will educate our employees about the importance of confidentiality and client privacy.
Collection of Information
We collect information about clients to:
Sources of Information
The types and categories of information that we will collect and maintain include:
The Selective Sharing of Information
We may share information with any affiliated party, as well as with unaffiliated third parties external to us only in the limited circumstances that this Policy describes.
In order for us to provide investment management and other services to our clients, we will disclose our clients’ personal information in very limited instances, which will include:
If a client ends his or her relationship with Meridian Trust & Investment Company, we will adhere to the information policies and practices described in this Policy.
109 S. Northshore Drive, Suite 400 I Knoxville, TN, USA 37919
Telephone: (865) 342-4400 I Fax: (865) 546-0026