Privacy Policy

Protecting Your Privacy

Peak Trust Company cares about you and your right to privacy. Earning and keeping your trust have always been guiding principles at the heart of our business. We are committed to protecting the personal and financial information that you have entrusted to us. Throughout this notice the word “information” refers to ALL personal information about you, both public and private. In accordance with privacy regulations, we wish to share with you the policies and practices we follow to ensure that your information is safeguarded.

Our Pledge to You

We consider it a great privilege to serve your financial needs and we appreciate the confidence and trust you have placed in us. As we serve your financial relationship, we pledge to:

  • Respect the confidential nature of the information provided us;
  • Limit the collection and use of customer and advisor information to that which is necessary to service your accounts, administer our business, or inform you of our products and services;
  • Educate our employees to reinforce the importance of customer privacy; and
  • Maintain appropriate security standards, procedures and policies to protect information about you.

The Information We Collect

Peak Trust Company collects both public and nonpublic personal information about you from the following sources:

  • Information we receive from you on our application or other forms;
  • Information about your transactions with us; and
  • Information about your transactions with nonaffiliated third parties; and
  • Information that you submit to login areas of our website (i.e., your email address) to access sample forms, newsletters for clients, or proprietary marketing information.

Keeping Information Safe

To ensure the security of your information, Peak Trust Company does NOT disclose any nonpublic personal information about you to anyone, except as permitted or required by law. In addition, our internal Code of Ethics is strictly enforced. Access to your personal and account information is restricted to only those Peak Trust Company employees whose job responsibilities require it in order to provide you with products and services. Peak Trust Company does NOT sell clients or advisors information about you such as name and address. We do NOT disclose demographic information such as age, income, or household size. Peak Trust Company does NOT disclose product usage information such as the length of client relationship, product type & mix, or any usage data from our systems. Furthermore, we maintain sophisticated technology and security measures to protect your information.

Promotional Offers & Marketing

From time to time Peak Trust Company will distribute client or advisor newsletters and informational literature about our services. We may elect to utilize the services of a 3rd party communication company. We may distribute information both electronically and in paper based format. In all cases, we only work with approved vendors who meet our security and privacy concerns, and who agree to hold ALL information we interchange in strictest confidence. If you wish to no longer receive marketing communications from Peak Trust Company, please contact us.

Ongoing Commitment To Privacy

If, in the event that you decide to close your account(s) or become an inactive customer, Peak Trust Company will continue to adhere to the privacy policies and practices as described in this notice. In addition, our employees attend periodic training specifically focused on best practices related to information security and customer privacy.

Thank you for the opportunity to serve you! Your relationship and trust are very important to us. Please be assured that we will abide by our policies and procedures to protect your information. If we can be of further service to you, please contact us at (907) 278-6775.

**Security Notice**

Peak Trust Company will never request your account number, password or other personal information by unsolicited email. If you receive such an email, which appears to have come from Peak Trust Company, do not attempt to respond to it. Instead, please contact us immediately, before disposing of the email.