WHAT DOES TAHOE TRUST COMPANY, LLC DO WITH YOUR PERSONAL INFORMATION?
Why?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some, but not all, sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What?
The types of personal information we collect and share depend on the product or service you have with us.
This information can include:
- Social Security number and income-related information
- Asset-related information, including retirement assets
- Risk tolerance and investment experience information
When you are no longer our customer, we continue to share your information as described in this notice.
How?
All financial companies need to share clients’ personal information at times to run their everyday business. In the section below, we list the reasons financial companies can share their clients’ personal information; the reasons Tahoe Trust Company, LLC chooses to share; and whether you can limit this sharing.
| Reasons we can share your personal information | Does Tahoe Trust Company, LLC share? | Can you limit this sharing? |
|---|---|---|
| For our everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus | Yes | No |
| For our marketing purposes – to offer our products and services to you | No | We do not share |
| For joint marketing with other financial companies | No | We do not share |
| For our affiliates’ everyday business purposes – information about your transactions and experiences | Yes | No |
| For our affiliates’ everyday business purpose – information about your creditworthiness | No | We do not share |
| For nonaffiliates to market to you | No | We do not share |
Questions?
Please call 715-301-1621 or go to www.tahoetrust.com.
Who we are
Who is providing this notice?
Tahoe Trust Company, LLC, a Nevada licensed Retail Trust Company
What we do
How does Tahoe Trust Company, LLC protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include broad computer safeguards and secured files and buildings.
How does Tahoe Trust Company, LLC collect my personal information?
We collect your personal information, for example, when you
- Open an account or give us your income information
- Deposit money or seek financial planning/investment advice
- Tell us about your investments, including retirement assets
We also collect your personal information from others, such as credit bureaus or 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 information to market to you
- sharing for non-affiliates 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 nonfinancial companies.
- Our affiliates include WoodTrust Bank, a Wisconsin state-chartered banking institution
Nonaffiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
- Tahoe Trust Company, LLC does not share with non-affiliates so they can market to you.
Joint marketing
A formal agreement between non-affiliated financial companies that together market financial products or services to you.
- Tahoe Trust Company, LLC does not jointly market.