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Disclaimer


 

Hershey Trust Company has been in the financial services industry since 1905, and was built on the principles of confidentiality and absolute privacy for our clients. We consider it a privilege to serve your financial needs and recognize that we must steadfastly protect your important financial and personal confidences.

It is our hope that each client will freely share financial information with our professional staff, so we may tailor your relationship to meet your unique investment and service needs. The information Hershey Trust Company learns and utilizes comes directly from written or oral communications with each client, or from their other professional advisors with the client’s express permission. This information is used solely to meet your servicing needs. We strive to correct any inaccurate information in a timely manner.

Employee access to client information is permitted only for the purpose of providing client service. The Company maintains strict policies and procedures, written with our clients’ and former clients’ confidentiality in mind, to limit access to all nonpublic information. Hershey Trust Company does not sell client information to outside parties for any purpose.

Hershey Trust Company does employ service companies to assist us in providing quality services to our clients. These companies have access to certain client information for the limited purpose of providing defined services related to the investment or administration of accounts. Each company has been carefully selected and has entered into a written agreement with Hershey Trust Company agreeing to keep all customer information confidential.

Hershey Trust Company does not automatically collect personal information from our clients or others through our website.

A copy of our privacy-related policies is available upon request.


USA Patriot Act

To help the government fight the funding of terrorism and money laundering activities, the USA Patriot Act requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

When you open an account we will ask for your name, address, date of birth, and other information that will allow us to identify you. We will ask you for official documents, such as your drivers license, that will assist us with this process.

Thank you for your assistance and understanding.