Privacy Policy

Bridgeford Trust Company, LLC and its affiliated companies (“Bridgeford,” “we,” “our,” or “us”) is committed to your privacy. This Privacy Policy outlines Bridgeford’s practices regarding the collection, use, and protection of personal and protected information provided by our clients and
prospective clients (collectively, “clients,” “you,” and “your”).

Information Collected

Please note our website does not collect information or data from users unless a user submits a request on the “Contact Us” page, in which case, the only information collected is that which is proactively provided by the client and is limited to name, email, and open-field message content. Bridgeford may use the “Contact Us” information to contact you about your interest in Bridgeford’s services.

In an actual or potential service relationship, Bridgeford only requests and collects information provided by clients as necessary for us to provide services for which the client is interested in engaging Bridgeford.

The information we do collect through a service relationship with a client may include a client’s name, date of birth, social security number, financial information, contact information, and other relevant information.

Information Sharing

We do not share, sell, lease, or exchange any personal information with third parties, except those required by legal or regulatory requirements or with the explicit consent of the client. We use closed artificial intelligence (AI) systems for routine data processing and communication drafting, meaning your data stays within our AI system and is not released to the public.

Privacy and Security Measures

We take privacy and security seriously. We have therefore implemented and maintain physical, electronic, and procedural safeguards to prevent unauthorized access, use, or disclosure of personal information.

Further Agreements

Depending on the services a client selects Bridgeford to perform, Bridgeford may provide clients with additional security and privacy protections, including through our terms and conditions.

Please review those agreements carefully.