Your Privacy Is Important To Us

This notice sets out the privacy policies of Counsel Trust Group. We are committed to maintaining the confidentiality, integrity, and security of your personal information. When you provide us with personal information, we want you to be aware of our policies to protect the confidentiality of that information.

We collect nonpublic personal information about you from the following sources:

  • Information we receive from you on applications or other forms, such as your name, address, social security number, birth date, assets, and income
  • Information about your transactions with Counsel Trust Group or others, such as your account size, payment history, parties to transactions, and trading frequency
  • Information we receive from consumer reporting agencies, such as your creditworthiness and credit history

The law permits Counsel Trust Group to share certain kinds of information with third parties in certain circumstances. For example, we may disclose nonpublic personal information about you to third parties to assist us in servicing your account. We do not disclose any nonpublic personal information about our customers or former customers to anyone else except as permitted by law.

We restrict access to nonpublic personal information about you to our employees with a legitimate business need for the information. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.