Privacy Policy

 

Bright Path Trust (“we,” “us,” or “our”) is committed to protecting the privacy of visitors to brightpathtrust.com (the “Site”) and clients who use our services. This Privacy Policy explains how we collect, use, disclose, and safeguard your information.

1. Information We Collect

1.1 Information You Provide to Us

  • Contact information (name, email address, phone number, mailing address)
  • Account credentials, if you register for a client portal
  • Financial and estate planning information you share with us for trust, fiduciary, or advisory services
  • Identity verification information (e.g., date of birth, government ID) as required by law or regulation
  • Communications you send us, including inquiries, forms, and support requests

1.2 Information Collected Automatically

  • IP address, browser type, and device information
  • Pages viewed, time spent on the Site, and referring/exit pages
  • Cookies and similar tracking technologies (see Section 6)

1.3 Information from Third Parties

  • Information from financial institutions, custodians, or partners involved in administering your trust or account
  • Publicly available information used for identity verification or compliance purposes

2. How We Use Your Information

We use the information we collect to:

 

  • Provide, administer, and manage trust, fiduciary, and financial services
  • Verify identity and comply with legal, regulatory, and anti-money-laundering obligations
  • Communicate with you about your account, services, or inquiries
  • Improve and maintain the Site’s functionality and security
  • Send administrative or marketing communications (where permitted, and with an opt-out option)
  • Detect, prevent, and address fraud or security issues

3. How We Share Your Information

We do not sell your personal information. We may share information with:

 

  • Service providers who perform functions on our behalf (e.g., custodians, IT providers, auditors)
  • Regulators and government authorities as required by law
  • Professional advisors such as attorneys, accountants, or auditors involved in trust administration
  • Successors in the event of a merger, acquisition, or sale of assets
  • Other parties with your consent or as required to fulfill fiduciary duties

4. Data Security

We implement administrative, technical, and physical safeguards designed to protect your information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

5. Data Retention

We retain personal information for as long as necessary to provide our services, comply with legal and regulatory obligations (including recordkeeping requirements applicable to trust and fiduciary services), resolve disputes, and enforce our agreements.

6. Cookies and Tracking Technologies

We use cookies and similar technologies to operate the Site, remember preferences, and analyze usage. You can control cookies through your browser settings; disabling cookies may affect Site functionality.

7. Your Privacy Rights

Depending on your location, you may have the right to:

 

  • Access, correct, or delete your personal information
  • Object to or restrict certain processing
  • Withdraw consent where processing is based on consent
  • Request a copy of your data in a portable format

 

To exercise these rights, contact us using the details in Section 11. Some rights may be limited by our fiduciary, legal, or regulatory obligations.

8. Children’s Privacy

The Site is not directed at individuals under 18, and we do not knowingly collect personal information from children.

9. International Data Transfers

If you access the Site from outside [Insert Country], your information may be transferred to and processed in a country with different data protection laws.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Material changes will be posted on this page with a revised “Last Updated” date. Continued use of the Site after changes constitutes acceptance of the updated policy.

11. Contact Us

If you have questions or requests regarding this Privacy Policy or your personal information, please contact:support@brightpathtrust.com

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