Privacy Policy

Effective Date: January 1, 2024

Harbour Fort Trust is committed to protecting your privacy and maintaining the confidentiality of your personal information.

1. Information We Collect

We collect information that you provide directly to us, such as when you create an account, request services, or communicate with us. This may include:

  • Personal identification information (name, address, phone number, email address)
  • Financial information (account balances, transaction history, investment preferences)
  • Documentation required for trust administration and compliance purposes
  • Communication preferences and service requests

We may also collect information automatically through your use of our services, including device information, usage patterns, and technical data necessary for system operation and security.

2. How We Use Your Information

We use your personal information for the following purposes:

  • To provide, maintain, and improve our services
  • To process transactions and manage your accounts
  • To comply with legal and regulatory requirements
  • To communicate with you about your accounts and services
  • To protect against fraud and unauthorized transactions
  • To enhance the security and functionality of our website and services

3. Information Sharing and Disclosure

Harbour Fort Trust does not sell or rent your personal information to third parties. We may share your information in the following limited circumstances:

  • With service providers who perform services on our behalf
  • With financial institutions and partners as necessary to provide our services
  • As required by law, regulation, or legal process
  • To protect our rights, privacy, safety, or property
  • In connection with a business transaction such as a merger or acquisition

Any third parties with whom we share your information are contractually obligated to maintain its confidentiality and security.

4. Data Security

We implement appropriate technical and organizational measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. These measures include encryption, access controls, and regular security assessments.

While we strive to protect your information, no security system is impenetrable. We cannot guarantee the absolute security of your data transmitted over the internet.

5. Your Rights and Choices

Depending on your location, you may have certain rights regarding your personal information:

  • Access to your personal information
  • Correction of inaccurate or incomplete information
  • Deletion of your personal information in certain circumstances
  • Restriction of processing of your personal information
  • Data portability to transfer your information to another service
  • Objection to processing for certain purposes

To exercise these rights, please contact us using the information provided at the end of this policy.

6. Contact Information

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us at:

Harbour Fort Trust

1250 Harbor Bay Parkway, Suite 200

Alameda, CA 94502

Email: privacy@harbourforttrust.com

Phone: (510) 555-0123