OUR PRIVACY STATEMENT

Protecting Your Privacy
Protecting your privacy is important to The Trust Company of Virginia (TCVA) and our employees. We want you to understand what information we collect and how we use it. In order to provide the highest quality investment management and fiduciary services to individuals, endowments and foundations as effectively and conveniently as possible, we use technology to manage and maintain client information. The following policy serves as a standard for all TCVA staff for collection, use, retention and security of nonpublic personal information.

What Information We Collect About You
You typically provide the following “nonpublic personal information” when establishing an account with the TCVA.

• Name and address.

• Social security or taxpayer identification number.

• Assets.

• Income.

• Account balance.

• Investment activity.

• Accounts at other institutions.

“Nonpublic personal information” is nonpublic information about you that we obtain in connection with providing a financial service to you.

How TCVA Will Handle your Personal Information
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law. We are permitted to disclose nonpublic information about you to other third parties in certain circumstances when needed to complete transactions.

We Safeguard Your Personal Information
We restrict access to your personal and account information to those employees who need to know that information to provide products or services to you. We maintain strict physical, electronic, and procedural safeguards to protect your personal information.

We’ll Keep You Informed
As required by federal law, we will notify you of our privacy policy annually. We reserve the right to modify this policy at any time, but if we do change it, we will tell you promptly.

CLIENT NOTICE ON USA PATRIOT ACT INFORMATION IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW ACCOUNT
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.
What this means for you: When you open an account, we will ask for your name, address, date of birth (in the case of the individual) taxpayer identification number, and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying document in order to verify the information that you have provided us. We are required by law to attempt to match the information provided by you against lists issued by various governmental agencies to confirm that you are not a known or suspected terrorist or in any way affiliated with a known or suspected terrorist group.
If you have any questions about this process, please discuss them with your account officer or our internal anti-money laundering program coordinator. Thank you for your cooperation and understanding with this process.