San Pasqual Trust – Preserving Your Privacy
We understand that your financial affairs are private. That is why San Pasqual Trust does not sell client lists or any other information to outside companies.
Securing Your Information
To keep your information confidential and safe, we have policies that limit personal and financial information to only those employees who require it in order to perform their jobs and provide the very best service to you. San Pasqual Trust also employs procedural and physical safeguards that comply with regulatory standards to protect your information. In addition, we use a series of electronic guards to protect against inappropriate access of client records.
Your permission is required for us to begin collecting important information that will help us service your account. Our employees will use a combination of forms and interviews to gain insight into your individual situation. Any information, whether collected directly from you or through a third party, is protected.
Only with your permission and/or when you request that we share specific information will we expose any information to an outside company, firm, attorney, entity, or individual unless required to do so by law, statute or regulation. In the case of third-party investment management firms and/or custodians, we will share the investment and account information necessary to perform trust administrative functions.
Your Privacy Preferences
If you have any unique concerns regarding the privacy of certain assets, business interests, transactions or property, or in the course of planning your affairs you have any specific concerns, we would be happy to discuss these special needs. San Pasqual Trust respects your right to restrict the information provided to us as part of our normal operational duties. Since we are private and do not operate other businesses, our sole focus is meeting the needs of our trust, clients and their beneficiaries. If you have questions regarding this policy, please:
- Call us at (213) 452-8500, Monday through Friday, 8 a.m. to 5 p.m. Pacific Time
- Write to us at San Pasqual Trust, 550 South Hope Street, Suite 550, Los Angeles, CA 90071
- Or stop in and visit our office
Keeping You Informed
If our information-sharing practices change, we will post a revised notice. Please feel free to return to this page to view the most current privacy notice.