Client Privacy Policy


At Trustee Services Group we believe that it is essential to protect the privacy of client information. The nature and importance of our client relationships require the highest standards of confidentiality and discretion. Below is a summary of the non-public personal information that we may collect and maintain during the course of our relationship, our policy regarding the use of that information, and the measures we take to safeguard that information. We do not sell non-public personal information to anyone and only share it with others as described below.

Information We Collect

In the course of our business relationship, we obtain non-public personal information about clients, including:

  • Information we receive from you on applications, surveys, or other forms (such as your name, address, and social security number and information about your employment, income, assets, beneficiaries and investment objectives).
  • Information about your transactions with us, our affiliates or others (such as account activity, loan history, and transaction information from other banks and financial advisers with whom you work).
  • Information we might receive from outside agencies or other advisers or investment managers with whom you work.

Disclosure Policy

We do not disclose any non-public personal information about our clients or former clients to anyone, except as permitted by law to facilitate our services to our clients or as otherwise required by law. As allowed by law, we share information about current and former clients among our affiliates as necessary to help us service your account with us. We also provide non-public personal information to non-affiliated companies that require the information to provide specific services to client accounts.

Information Security

We have implemented procedures designed to restrict access to your non-public personal information to those employees who need it to perform their job responsibilities. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your non-public personal information. This information is being provided in accordance with the provisions of Section V of the Gramm-Leach-Bliley Act and the regulations of the federal banking regulators issued thereunder.

For Residents of the United Kingdom or European Union

Clients and other parties residing in the United Kingdom (“UK”) or European Union (“EU”) (collectively “UK or EU Residents”) are entitled to certain rights and protections with respect to their “Personal Data” under the EU General Data Protection Regulation (“GDPR”). In addition to the protections described above, any UK or EU Residents can request:

  • To see the Personal Data we hold (if any), including learning why we are holding it and to whom it might be disclosed;
  • To change or correct their Personal Data;
  • To delete their Personal Data (after the applicable retention period);
  • To stop or restrict the processing of their Personal Data; and
  • To the extent that client consent is required and given related to any processing of their Personal Data, to withdraw any such consent.

Any UK or EU Resident wishing to make such a request can do so by emailing or calling 719-358-8478.


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Our website uses Session and Persistent Cookies to permit us and our website service partners to:

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