Privacy Policy
How and when we use your information.
MERIDIAN TRUST & INVESTMENT COMPANY, LLC PRIVACY POLICY AND NOTICE
As a financial institution, Meridian Trust & Investment Company, LLC (“Meridian”) must collect and share certain personal information from you in order to provide our services. We respect the financial privacy of our clients and maintain high standards to protect each client's private information. Under federal law, you have the right to limit some, but not all, sharing of your personal information. Federal law also requires us to tell you how we collect, share, and protect your personal information. We handle and maintain your information only as described below. Please read this Privacy Policy carefully to understand what we do.
Why we collect your information. Meridian needs to collect and, in limited circumstances, share your personal information in order to run its everyday business of serving you. Specifically, we collect client information in order:
What we collect and share. The types of information we collect and share depends on the service you obtain from us. This information can include:
How we selectively share your information. In the course of providing our everyday services to our clients, we disclose clients' personal information listed above in limited instances, which include:
Limitations on sharing your information. Under federal law, you may limit the way a financial institution shares your information for creditworthiness purposes with affiliates, for its affiliates' marketing purposes, or for marketing purposes with nonaffiliated third parties. Meridian, however, already does not do these things. If we change our practices regarding collecting or sharing your personal information, we will provide you with notice as required by law and the opportunity to opt out. By contracting for and/or continuing to use Meridian’s services, you consent to Meridian’s collection and maintenance of your personal information as described in this Policy.
How 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 measures include technological and procedural safeguards, including secured files and a secured building. We limit employee access to only those employees with a business reason for accessing such information, and we train our employees about the importance of keeping client information private.
Former Clients. If you end your relationship with Meridian, we will adhere to the information policies and practices described in this Policy.
Other important information. While this Policy does not apply to trusts for which we serve as trustee, employee benefit plans for which we provide fiduciary or other services, or business accounts, our trust, employee benefit plan, and business clients' information is also very important to us. We also respect the privacy of our business clients and will also take steps necessary to protect their information. We separately follow all of our policies and procedures to meet our fiduciary obligations to our clients. For more information, please call 865-342-4400 or go to our website at Trustmeridian.com
SERVICES
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CONTACT
For more detailed information about Meridian Trust, contact Ashley Thomas at 865.342.4447 or athomas@trustmeridian.com.
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