Financial companies choose how they share your personal information. Under the Gramm-Leach Bliley Act (“GLBA”) and other federal and state laws and regulations applicable to financial institutions, consumers have the right to limit some, but not all, sharing of their personal information and understand how companies collect, share, and protect their personal information.

Please read this Notice carefully to understand how Perkins Coie Trust Company LLP (‘”PCTC”,” “we,” or “us”) collects, uses, shares. and protects your personal information. We may provide separate or additional notices about our privacy practices for personal information that GLBA does not cover, in which case this Notice does not apply. For example, this Notice does not apply:

• When we collect personal information of PCTC customers that visit our offices or browse PCTC’s websites.
• To certain of our data handling practices for PCTC customers that are also Perkins Coie LLP or PCTC employees.

For more information about how we collect, disclose, and secure information in the above circumstances, please refer to our online Privacy Policy and the Personnel Privacy Notice posted in the Human Resources Connections page.

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

• Identifiers, including contact information, such as full name, email address, mailing address, phone number, government or national identification information such as driver’s license number, passport number, military identification number, or social security number; date of birth, account name, and tax identification numbers, national insurance numbers, and beneficiaries and dependents;
• Financial information, such as banking and account numbers, wire transfer information, information on voided checks, direct deposit forms, salary, tax submissions and filings, information relating to loans, liabilities, and defaults, and credit history and credit reports;
• Characteristics of protected classifications under state and federal law, such as age, gender, racial or ethnic origin, marital status, and disabilities;
• Employment information, such as job/title, position, and office location;
• Information on property ownership, including real estate and other property ownership;
• Information on investments, such as prior and current investments, investment preference, and risk tolerance; and
• Health and health-related information, if disclosed in connection with your accounts and investments, such as medical conditions, health records, and information related to symptoms of, or risk of exposure to, certain illnesses.

The information we share or do not share with other parties as described in this Notice also may apply when you are no longer a client.

• set up, construct, and manage your portfolios, investments, and retirement plan benefits;
• create and administer trusts and estates;
• assess your needs and goals and provide advice and counsel relating to our service;
• process and set up an application and registration for online access to your trust and investment accounts; and
• communicate with you about upcoming events and news about services offered by PCTC and our carefully selected partners.

We also collect your personal information from other companies.

• sharing for affiliates’ everyday business purposes – information about your creditworthiness;
• affiliates from using your information to market to you; and
• sharing for non‐affiliates to market to you.

State laws and individual companies may give you additional rights to limit sharing.

• PCTC does not share with our affiliate information about your creditworthiness or information they may use to market to you.

• PCTC does not share with non‐affiliates so they can market to you.

A formal agreement between non‐affiliated financial companies that together market financial products or services to you.

• PCTC does not jointly market.