General Privacy Policy

Our Privacy Policy

You have chosen to do business with the Custodian and the Administrator (collectively referred to as “Midland”). As our client, the privacy of your personal non-public information is very important. We value our customer relationships and we want you to understand the protections we provide in regard to your accounts with us.

Information We May Collect

We collect nonpublic personal information about you from the following sources to conduct business with you:

  • Information we receive from you on applications or other forms; and
  • Information about your transactions with us, or others.

Non-public personal information is non-public information about you that we may obtain in connection with providing financial products or services to you. This could include information you give us from account applications, account balances, and account history.

Information We May Share

We do not sell or disclose any nonpublic information about you to anyone, except as permitted by law, or as necessary to facilitate your investment transactions, or as specifically authorized by you. Federal law allows us to share information with providers that process and service your accounts. All providers of services in connection with Midland have agreed to Midland’s confidentiality and security policies. If you decide to close your account or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.

Confidentiality and Security

We restrict access to nonpublic personal information to those employees who need to know that information to provide products and services to you. We maintain physical, electronic, and procedural guidelines that comply with federal standards to guard your nonpublic personal information. Midland reserves the right to revise this notice and will notify you of any changes in advance. If you have any questions regarding this policy, please contact us.

CONTACTING US. If you have questions about this Privacy Policy, you may contact us at [email protected] or by mail at Midland Trust, 1520 Royal Palm Square Boulevard, Suite 320, Fort Myers, FL 33919.