Privacy Policy

Personal and financial information provided to Covenant Trust is confidential. Information about clients will not be shared with other organizations, their employees, or any third party unless:

  1. The client authorizes disclosure in writing;
  2. The request for information is made by a party whose beneficial interest entitles him/her to such information under the law;
  3. The request for information is made by a properly issued court order or subpoena;
  4. The request for information is made by federal or state trust authorities, or internal or external auditors having an official interest in examination and supervision of Covenant Trust;
  5. The request for information is made by an agent acting pursuant to an operative power of attorney on behalf of an incapacitated party whose beneficial interest entitles him/her to such information under the law.

Covenant Trust may contract with non-affiliated companies or individuals to perform certain services that require information about clients or accounts, e.g., vendors of tax preparation software. All contractors receive only the minimum information required and are required to adhere to a non-disclosure policy with respect to all information received from Covenant Trust.

Covenant Trust shall not engage in ‘cold-call’ telemarketing. Covenant Trust shall not sell, share, or make public client or contact lists of any kind.