Privacy Notice

Protecting Your Privacy

SENTINEL TRUST COMPANY, LBA CLIENT PRIVACY NOTICE

At Sentinel Trust Company (“Sentinel Trust”) maintaining its clients’ trust and confidence is of paramount importance. We are committed to safeguarding your personal information and providing you with facts about how this information may be shared. Please read this notice to learn more about our privacy policy. We will provide you with annual reminders of Sentinel Trust’s policy and with revised policies if there are any changes in how we handle your personal information.

Information That We Collect. “Nonpublic personal information” is nonpublic information about you that we obtain in connection with providing a financial service to you. As part of providing you with our services, we obtain nonpublic personal information about you which may include the following:

  • Information we receive from you to open an account or provide trust or financial services such as address, social security number, assets and income.
  • Information Sentinel generates to service your account such as investment commitments, capital calls, distributions and quarterly performance reports; and
  • Information that we may receive from third parties with respect to client accounts such as trade confirmations from brokerage firms and call and distribution notices from private equity partnerships.

Information That We Disclose. We use or share nonpublic personal information in a limited and carefully controlled manner. Sentinel generally does not disclose any nonpublic information about its customers or former customers to anyone, except as permitted by law, unless authorized by you. We may disclose the nonpublic personal information we collect, as described above, to persons or companies that perform services on your behalf, at our instruction, or on behalf of Sentinel Trust, and to other financial institutions with which we have a custodial or co-fiduciary relationship. Instances in which we may be required to share your information include:

  • Disclosure to companies that provide services necessary to effect a transaction that you request or to service your account such as brokers, accountants, attorneys, or investment fund administrators.
  • Disclosure to government agencies, courts, parties to lawsuits, or regulators in response to subpoenas. In such cases, we will share only the information we are required or authorized to share.

Confidentiality and Security. The security of your account information is important to us. Only those employees who need your information to perform their job have access to it. In addition, we maintain physical, electronic and procedural safeguards to protect your nonpublic personal information. All employees are instructed to protect the confidentiality of your personal information as described in this policy, which is strictly enforced. Sentinel Trust does not disclose nonpublic personal information about former clients with inactive accounts, except in accordance with this privacy policy.