Privacy Policy

Effective Date: Oct 21, 2020

IconTrust LLC ("IconTrust," "we," "our," or "us") respects your privacy and is committed to protecting the confidentiality and security of personal information entrusted to us. This Privacy Policy applies solely to information collected through this website and describes how we collect, use, disclose, and protect personal information obtained through our website and communications with prospective clients, clients, advisors, and other third parties.

Information We Collect

Through this website, we may collect information that you voluntarily provide to us, including:

  • Name;
  • Email address;
  • Telephone number;
  • Company or organization name, if applicable; and
  • The contents of any message, inquiry, or other information you choose to provide to us.

In connection with the provision of fiduciary and trust services, IconTrust may subsequently collect additional personal and financial information through email, secure portals, account opening documents, trust instruments, and other communications as necessary to comply with legal and regulatory requirements and administer client relationships.

How We Use Information

We may use personal information to:

  • Respond to inquiries and requests for information;
  • Evaluate and administer fiduciary and trust services;
  • Conduct client onboarding, due diligence, and account administration;
  • Verify identities and comply with Know Your Customer ("KYC"), Anti-Money Laundering ("AML"), and other legal and regulatory requirements;
  • Prevent fraud and unauthorized activity;
  • Communicate with clients, beneficiaries, advisors, and service providers; and
  • Comply with applicable laws, regulations, court orders, and governmental requests.

Sharing of Information

IconTrust does not sell or rent personal information.

We may disclose personal information as necessary to provide our services and conduct our business, including to:

  • Banks and custodians;
  • Investment advisors;
  • Attorneys and accountants;
  • Technology and service providers;
  • Auditors and consultants;
  • Governmental agencies and regulators; and
  • Other parties as required or permitted by law or as necessary to administer a trust relationship.

All such disclosures are made only as necessary to provide services, comply with legal obligations, or protect the rights and interests of our clients and the Company.

Privacy Rights and Choices

You may contact us to:

  • Request information regarding the personal information we maintain about you, if applicable;
  • Request correction of inaccurate information; or
  • Request deletion of certain personal information.

Please note that IconTrust may be required by applicable laws and regulatory record retention requirements to retain certain information and may be unable to delete records that we are legally obligated to maintain.

Information Security

IconTrust takes reasonable administrative, technical, and physical safeguards to protect personal information against unauthorized access, use, disclosure, alteration, or destruction.

Information transmitted through our website is protected using commercially reasonable security measures, including encryption technologies where appropriate. Access to personal information is limited to employees and service providers who require such information to perform their job responsibilities and who are subject to confidentiality obligations.

Record Retention

IconTrust retains records and personal information in accordance with applicable legal, regulatory, and business requirements. Information may be retained for periods necessary to satisfy our fiduciary, contractual, and regulatory obligations.

Website Use and Consent

By contacting IconTrust through this website, submitting information through a website form, sending us an email, or otherwise communicating with us through this website, you acknowledge and consent to the collection, use, storage, and disclosure of your information as described in this Privacy Policy.

Changes to This Privacy Policy

IconTrust may amend this Privacy Policy from time to time. Any updates will be posted on this page and will become effective upon posting unless otherwise indicated.

Contact Us

IconTrust LLC
3625 S. Town Center Drive, Suite 100
Las Vegas, Nevada 89135
Phone: (702) 998-3700
Email: info@IconTrustNV.com

 

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    © 2020 ICONTRUST, LLC | ALL RIGHTS RESERVED | PRIVACY POLICY
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