Privacy Policy

World Trend Financial has always considered the confidentiality and privacy of our clients' financial information a high prioirty.  We may collect "nonpublic personal information" about clients from the follow sources: Information we receive from clients on applications or other account forms; Information we receive from clients on insurance applications; Information about client transactions with us, our affiliates, or others.

"Nonpublic personal information" is nonpublic information about clients that we obtain in connection with providing a financial product or service.  We are permitted under law to disclose nonpublic personal information about clients to "nonaffiliated third parties" in certain circumstances.  For example, we may disclose nonpublic personal information about a client to a third party for assistance in servicing the client's account with us, or to government entities in response to subpoenas.  We do not disclose any nonpublic personal information about clients to any other third parties, except as permitted by law.

We restrict access to nonpublic personal informaiton about our clients to employees and service providers involved in administering and servicing client accounts.  We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard our records of the nonpublic personal information of our clients.