PRIVACY POLICY

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Rev. 10/2024

Facts

WHAT DOES
DO WITH YOUR PERSONAL INFORMATION?

Why?

Financial companies choose how they share your nonpublic personal information (“NPI”). Federal law gives consumers the right to limit some but not all sharing of NPI. Federal law also requires us to tell you how we collect, share, and protect your NPI. Your privacy is important to us. We conduct regular assessment reviews and abide by rigorous privacy standards to ensure

NPI we collect, use and share is protected. Please read this notice carefully to understand what we do to protect your NPI.

What?

The type of NPI we collect, and share depends on the product you have with us or service provided by us. This information can include:
■ Social Security numbers
■ Account balances
■ Income and asset information
■ Transaction history and investment experience
We retain your NPI for a period of time as required by laws and regulations and the necessary business purpose. We securely delete NPI as soon as legally permitted.

How?

All financial companies need to share customer NPI to run their business. The Glenview Trust Company works with third-party providers who are contractually obligated to comply with our policies to protect information. In the section below, we list the reasons financial companies can share customer NPI, the reasons The Glenview Trust Company may share NPI, and whether you can limit the sharing of your NPI.
Reasons we can share your nonpublic personal information Does The Glenview Trust Company share nonpublic personal information? Can you limit this sharing?
For our everyday business purposes—
such as processing your transactions, maintaining your account(s), responding to court orders, legal notices/investigations, or report to credit bureaus, as may be necessary
Yes No
For our marketing purposes—
to offer our products and services to you
Yes No
For joint marketing with other financial companies No We do not share
For our affiliates’ everyday business purposes—
information about your transactions and experiences
No We do not share
For our affiliates’ everyday business purposes—
information about your creditworthiness
No We do not share
For non-affiliates to market to you No We do not share
Questions? Call 866-671-7067 or go to https://glenviewtrust.com/privacy-policy.html
Who we are  
Who is providing this notice? The Glenview Trust Company
What we do  
How does The Glenview Trust Company protect my nonpublic personal information? We are committed to transparency about your NPI. To protect NPI from unauthorized access and use, we use security measures that comply with applicable Federal and state laws. These measures may include device safeguards and secured files, building security, employee training, as well as oversight of our third-party providers to ensure personal information remains confidential and secure.

In the event of a data breach, we provide timely notification, in accordance with applicable laws and regulations.
How does The Glenview Trust Company collect my nonpublic personal information? We collect your personal information when you:
■ Open an account or provide NPI to us as part of our services
■ Provide your driver’s license containing your address
■ Provide your email address and telephone numbers for communication purposes and to access your accounts online
■ Make deposits or withdrawals from your account
We may also collect your NPI from other companies.
Why can’t I limit all sharing? Federal law gives you the right to limit only:
■ sharing for affiliates’ everyday business purposes—information about your creditworthiness
■ affiliates from using your NPI to market to you
■ sharing for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.
Definitions  
Affiliates Companies related by common ownership or control. They can be financial and non-financial companies.
■ The Glenview Trust Company has a wholly owned subsidiary entity which holds the real estate for its Louisville office building.
Nonaffiliates Companies not related by common ownership or control. They can be financial and non-financial companies.
■ The Glenview Trust Company does not share your NPI with nonaffiliates for marketing purposes.
Joint marketing A formal agreement between non-affiliated financial companies that together market financial products or services to you.
■ The Glenview Trust Company doesn’t jointly market.
Other important information
SMS texting: Text messaging may be used for client communications. At any time, if you would like to stop any text messages from The Glenview Trust Company you may reply “Stop”, and your preference will be noted and removed from the texting service.

Click here to print the Privacy Policy