Privacy Policy & Disclosures

Privacy Policy

THIS POLICY IS EFFECTIVE AS OF NOVEMBER 15, 2024

At Premier Trust, Inc., protecting your privacy and the confidentiality of your personal information is important to us. We value your business and the trust you put in us, and to offer you the financial products and services you seek, we collect, maintain and use information about you. To help you better understand how your personal information is protected at Premier Trust, Inc., we are providing you with the following statement describing our practices and policies with respect to the privacy of your customer information. In the event you terminate your customer relationship with us, or become an inactive customer, we will continue to adhere to the policies and practices described in this notice.

Information We Collect About You 
As your trusted financial institution, we collect, retain and use nonpublic personal information about individual current and former customers to provide services to our customers. We may collect the following categories of nonpublic personal information about you:

  • Information we receive from you, through applications for our products or services or other forms.

  • Information about your transactions with us, our affiliates or with nonaffiliated third parties.

  • Information we receive through our Customer Identification Program (CIP).

Information We Disclose About You and To Whom 

We do not disclose any nonpublic personal information about our customers or former customers except as required by law and/or with other parties for your business benefit. Information will only be shared with those with whom we have signed agreements and who will honor the same tenets of this policy. Pursuant to this Privacy Policy, any other parties agree that they shall protect confidential customer information and shall not disclose any confidential information to any third party or use it for any purpose except to perform its business obligations.

Your funds may be deposited into pooled accounts at various depository institutions in a manner designed to provide you with up to $250,000 FDIC insurance per participating institution. Our third party may allocate these deposits among a number of designated institutions to maximize FDIC insurance coverage, which protects you in the event of a bank failure. All participating banks in the program are depository institutions duly chartered under the law of the United States or a State thereof, the deposits of which are insured by the FDIC.

Information We Share 

An affiliate is a company we own or control, a company that owns or controls us, or a company that is owned or controlled by the same company that owns or controls us. Ownership does not mean complete ownership but means owning enough to have control.

A nonaffiliated third party is a person we do not employ or a company that is not an affiliate of ours.

Premier Trust, Inc. does not disclose nonpublic personal information about you to any nonaffiliated third parties, unless required by law or as specifically authorized by our customer. Examples of this might include disclosures necessary to service your account or prevent unauthorized transactions.

Within affiliated companies, circumstances may arise wherein we will share information so that we can work together to serve you. However, trust account information is not shared for marketing purposes without specific consent from our customers.

Please note: Premier Trust, Inc. may continue to contact its individual customers with offers for its own products and services. You may continue to receive marketing messages via your statement, as well as direct marketing solicitations. Premier Trust, Inc. does not sell customer information to third parties nor does it share customer information with outside parties who may wish to market their products to you.

We Protect Your Information 

The protection of your nonpublic personal information is of the utmost importance to us. Premier Trust, Inc. maintains strict practices and procedures to safeguard your privacy in accordance with this privacy policy. We restrict employee access to customer information to only those who have a business reason to know such information, and we educate our employees about the importance of confidentiality and customer privacy.

How to File a Complaint 

Premier Trust, Inc. is chartered under the laws of the State of Nevada and by state law is subject to regulatory oversight by the Financial Institutions Division (FID) of the State of Nevada. Any consumer wishing to file a complaint against Premier Trust, Inc. should contact the FID through one of the means indicated below:

In Person or U.S. Mail:
Nevada Financial Institutions Division
3300 W Sahara Avenue, Suite 250
Las Vegas, Nevada 89102

Telephone Number: (702) 486-4120
Fax Number: (702) 486-4563
Web Site: www.fid.nv.gov

You can download a complaint form from the website provided above and email the completed form back to FIDMaster@fid.state.nv.us

We appreciate the opportunity to serve your financial needs. We pledge to follow the policies, safeguards and guidelines as described in this notice, and to protect the confidentiality of your information. Your relationship is very important to us, and we will take great care to honor these commitments to you. Thank you for choosing Premier Trust, Inc.

This notice applies only to nonpublic personal information about individuals who obtain financial services primarily for personal, family or household purposes.

Premier Trust, Inc. reserves the right to change any of its privacy policies and related procedures at any time, in accordance with applicable federal and state laws. You will receive appropriate notice if our Privacy Policy changes.

Premier Trust, Inc. is a wholly-owned subsidiary of Osaic Holdings, Inc. Other companies affiliated with Premier Trust, Inc. include and are not limited to: Osaic, Inc. and its affiliates — American Portfolios Advisors, Inc., American Portfolios Holdings, Inc., CA Fringe Benefit and Insurance Marketing Corp., Consolidated Educational Services, Inc., HCB, Ltd., HCHC Acquisition, Inc., Highland Capital Brokerage, Inc., Ladenburg Thalmann & Co., Inc., Ladenburg Thalmann Asset Management, LFA Management Corp., LFA, LLC, Osaic Advisory Solutions, LLC, Osaic FA, Inc., Osaic FS, Inc., Osaic Institutions Holdings, Inc., Osaic Institutions, Inc., Osaic RIA, Inc., Osaic Services, Inc., Osaic Wealth, Inc., R.E. Lee (SCIP), Inc., and Vision2020 Wealth Management Corp.

For More Information 

If you have any questions regarding our Personal Information Privacy Protection Policy or would like to receive a copy of this Policy, please call us at (702) 507-0750 or visit our Internet site at http://www.premiertrust.com. 


Last Revised: June 18, 2024 

Disclosures