More Than Money Trust Company

Your Right to Financial Privacy

At More Than Money Trust Company, Inc. (MTMTC), we have established policies and practices that respect the financial privacy of all individuals who use our trust company.  We believe it is critical to comply with the laws and regulations designed to secure your financial privacy.  Your relationship with us is very important, and we want you to understand our policies and practices with respect to handling your information. 


This policy applies to you 
This policy applies to our relationships with individual clients who inquire about or obtain products or services from us for personal, family and household purposes. 


Strict security measures 
We take the security of information very seriously.  We have established security standards and procedures to prevent unauthorized access to client information.  We maintain physical, electronic and procedural safeguards 
to guard client information.  We educate our employees about the importance of confidentiality and client privacy.  We take appropriate disciplinary measures to enforce employee responsibilities regarding client information. 


Why we collect information 
We collect information about you to: 

  • accurately identify you;
  • protect and administer your records, accounts and funds;
  • help us design or improve our products and services;
  • understand your financial needs;
  • save you time when you apply for new products and services;
  • offer you quality products and services; and
  •  comply with certain laws and regulations.

We collect information from 
We collect and maintain your personal information so that we can provide investment management and other services to you. The types and categories of information that we collect and maintain about you include: 

  • Information we receive from you to open an account or provide investment advice or other services to you (such as your home address, telephone number, social security number, financial information and investment objectives).
  • Information that we generate to service your account or from our transactions with you (such as account statements and other financial information).
  • Information on your transactions with nonaffiliated third parties.

We have established procedures so that the information we collect is accurate, current and complete.  We are committed to work with you to promptly correct any inaccurate information. 

Our selective sharing of information 
In order for us to provide investment management and other services to you, we do disclose your personal information in very limited instances, which include: 

  • Disclosures to nonaffiliated companies as permitted by law, including those who help us service your account (such as providing account information to brokers and custodians).
  • Other limited disclosures as permitted by law, for example, required reports to government entities.

We do not share your information with third parties for marketing purposes.  We do not sell your information. 

Former clients 
If you end your relationship with us, we will continue to adhere to the privacy policies and practices described in this notice.