At Wealthgate Trust Company (Wealthgate), we believe it is essential that we protect the privacy of client and prospective client information. We place a high priority on ensuring the security and privacy of data pertaining to the individuals with whom we work. Wealthgate is aware that, as clients or prospective clients, you have entrusted us not only with your financial information and accounts, but have also shared personal information.
We do not disclose any non-public personal information about our clients or prospective clients to anyone, except as permitted by law to provide our services to our clients or as otherwise required by law.
We may provide non-public personal information to affiliated or non-affiliated companies that require the information to provide specific services to our client accounts.
We have implemented procedures restricting access to non-public personal information to those employees who need it to carry out their job responsibilities. We maintain physical, electronic and procedural safeguards to guard your non-public personal information.