Privacy Policy

As a state-chartered financial institution, San Pasqual Trust is responsible for protecting your privacy and for choosing how we share your personal information. Federal law gives consumers the right to limit some but not all sharing of their personal information. Federal law also requires us to tell you how we collect, share, and protect your personal information.

What Personal Information Do We Collect? If you contact us through our website, we collect the following information about you: a) name; b) email address; c) phone number; and d) company and occupation.

What Personal Information Do We Share? San Pasqual Trust never shares your personal information for any marketing purposes.

However, in order to complete business transactions for you, all financial companies need to share your personal information for activities such as a) maintaining your account; b) distributing funds to you; and c) providing tax documents to you.

Can I Limit the Information that You Share? Because we don’t share your information except to transact business on your behalf, you cannot limit the sharing.

How Do We Protect Your Personal Information? To protect your personal information from unauthorized access and use, we use security measures that comply with Federal law. These include computer safeguards, and locked and secured offices and file cabinets.

Important Information About Procedures for Opening a New Account:

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies that identifies each person who opens an account.

What this means for you:  when you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you.  We may also ask to see your driver’s license or other identifying documents.