Privacy Notice

Protecting Your Privacy

40 Miller Street Trust, is committed to protecting the privacy and confidentiality of your personal information. Our Privacy Policy explains what information we collect about you, why we collect it, how we share it, and how we protect it. Our Privacy Policy applies to current and former customers of 40 Miller Street Trust.

How and What Personal Information We Collect

40 Miller Street Trust collects personal information from you during the account opening procedure. This information includes Company name, Company Address, Type of business, Date the business was established, Number of employees, Annual net profit, Business phone, Loan Amount, Desired Loan Term (Months), Repayment Intended Start Date, Repayment Option, Purpose for requested Loan.

We may also receive information from consumer reporting services or government agencies while verifying your identity or from other information, you provided for our services.

Why We Collect Your Personal Information

Federal law requires financial institutions, which include lenders and Registered Investment Advisers, to obtain, verify, and maintain information for each person or entity that seeks our services. 40 Miller Street Trust may not be able to serve you better if we cannot verify your identity.

How We Protect Your Personal Information

To protect your personal information, we have security processes in place to comply with applicable federal standards. This includes physical safeguards (e.g. locked files and secured building) and electronic safeguards (e.g. encrypted computers, strong passwords, and restricted access).

40 Miller Street Trust also trains its employees and representatives on the proper handling of personal information, the confidentiality of personal information, and their duty to take reasonable steps to safeguard it.

Other Important Information

We do not sell your personal information

As a general practice we do not market products to our clients either individually or jointly

If we do market products jointly, the other financial company is also required to protect your personal information

We deliver our Privacy Policy to you on an annual basis as long as you maintain an ongoing relationship with us