Privacy Policy

As required by Federal law, we will provide you with a copy of our Privacy Policy each year. If you have previously notified us about your privacy preferences, as described in our “opt out” section, then it is not necessary to do so again unless you have changed your preferences.

Information about our Policy:

• We will describe in plain English what personal information we collect, how we protect it and what we may do with it.
• We will inform our current clients of our Privacy Policy annually and whenever it changes.
• We will maintain physical, electronic and procedural safeguards to protect personal information we obtain about our clients.
• We will not share personal information with outside companies or consumer report information with companies (except as permitted by law), unless we have provided you with an opportunity to opt out of such sharing. That is, you may opt out by directing us not to share this information.
• We will honor an “opt out” request at any time, and we will remind current clients annually of this choice.
• We will maintain a file of Privacy Policies from other companies to whom we disclose personal information in order to service your account.

Information that we may collect:

• We may obtain information to provide you investment management services you have requested, to service your account.
• We may collect identification and contact information, as well as transaction information from applications, transactions with others, and from outside companies.

Information we may disclose and to whom we may disclose information:
We may disclose all the personal information we collect. We may share personal information in some types of situations

Disclosure to Marketing Firms:
We will not disclose any personal information for marketing purposes.

Disclosures to Affiliates:
Indiana Trust & Investment Management Company is an independent company with an affiliate office in Mishawaka, Indiana, and shares information solely with them as an affiliate only to service your account or fulfill your request.

Disclosures to Interested Parties:
Indiana Trust & Investment Management Company will not disclose account or personal information to parties not listed as an authorized signer on your account without prior written or verbal approval from the account owner.

Disclosures to Outside Companies:
We may disclose your personal information we collect to outside companies for related purposes, unless you have opted out, as described below. Outside companies are non-Indiana Trust & Investment Management Companies who may offer services to you or your account such as: Financial service organizations and Accountants.

Disclosure of Health Information:
We will not disclose any personal health related information for instance to determine coverage, unless authorized by you or otherwise permitted or required by law.

Disclosures Permitted By Law:
We may disclose all information we collect as permitted or required by law. For example, we may disclose information to law enforcement agencies.

When We Will Notify You:
If you are a current client, we will send you an annual Privacy Policy notice to you. If you no longer maintain a client relationship with us, we will continue to follow our Privacy Policy and practices, but you will not receive future notices from us.

Change in Privacy Policy:
We reserve the right to modify or supplement this Privacy Policy at any time. If we make material changes, we will provide current clients with a revised notice that describes our new practices and will give them a reasonable opportunity to opt out of the disclosure of information under the revised Privacy Policy.

Our Security Procedures:
We maintain procedures and technology designed to prevent unauthorized access to personal information. We maintain physical, electronic, and procedures protections in accordance with applicable standards to protect personal information. We restrict access to personal information to employees and services providers for legitimate business purposes to assist in providing services to you and your accounts. Employees who violate our Privacy Policy are subject to disciplinary action.

On-line Privacy:
In addition to the Privacy Policy outlined above, the following on-line policy principles apply when you visit us on the World Wide Web.

1. On-line information and collection: You can visit us on the World Wide Web our web site is www.indtrust.com without telling us who you are or revealing any information about yourself, including your-email address. In this case, our web servers collect the name of the domain you used to access the Internet, such as aol.com or NBCi.com, and the Web site you came from and visit next.

2. This information is used by us to measure the number of visits, average time spent, pages viewed, and other statistics about visitors to our Web site in general. We may monitor the data on site performance and to make the site easier and more convenient to use.

3. Cookies: Cookies are small pieces of data stored by your Internet browser on your computer’s hard drive. We, along with thousands of other Web sites, use cookies to enhance your Web viewing experience and measure your Web site usage.

4. Web Server Log Files: Web server log files list all requests for individual files made by web site visitors. These files include the HTML files and their imbedded graphic images and any other associated files that are transmitted to web site visitors. These files can be analyzed and summarized by another program.

Any information gathered through the use of web server log files is viewed by us in the aggregate for overall patterns and does not describe or identify any individual user. We do not combine information collected through cookies or web server log files with other personal information to derive any information about you.

5. Electronic Mail and Customer Service Web Forms: Transmission of e-mail sent to us through our site using our customer service web forms is secure. E-mail otherwise sent to us or to another of our addresses may not be secure. Please be aware that when you receive a receipt acknowledging your e-mail, it means that the message has been transmitted, but not that the message has actually been received by us.

6. Children: Protecting children’s identities and information online is important; Indiana Trust & Investment Management Company does not knowingly solicit data from children online, nor do we market services to children.

7. Questions: You may contact us at Indiana Trust & Investment Management Company by telephone (765) 254-3500 or by e-mail indtrust@indtrust.com.

“Opting Out” – Client Selections Regarding Information Sharing
We are committed to protecting personal information, and to using or sharing it in ways that will improve or expand upon the services we provide to you. We also want you to know that as a respected client you may request through an opt out response that we not share certain information.

Instruction on How to Notify Us:
If you wish to opt out of the sharing of information as described above, you may use one of the methods below to identify what type of sharing you would like to limit: By calling us at toll free 1-888-339-0222 or (765) 254-3500.

You will be asked for your name, social security number and account numbers. Or by requesting and returning by mail the opt out form to Indiana Trust & Investment Management Company, 3930 Edison Lakes Parkway, Suite 250, Mishawaka, IN 46545.

If there are joint owners, any owner can opt out on behalf on the other joint owners. The practices and policies contained in this Privacy Policy replace all previous notices or statements with respect to the same subject. This Privacy Policy is for the sole use of Indiana Trust & Investment Management Company and will not apply to your relationship with other financial service providers, such as banks, or investment brokers that are not part of Indiana Trust & Investment Management Company. Their privacy policies will govern how they collect, use and disclose personal information that you allow them to access.

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