Privacy Policy

The Kings Counsel & Trust (KCT) Family Office (KCTFO) and its KCT Family Members are committed to protecting the confidentiality and security of information we collect about our existing and prospective KCT Family Members.  We will not share nonpublic information about you ("Information") with third parties outside of KCTFO without your consent, except for the specific purposes described below.  This notice describes the Information we may gather and the circumstances under which we may share it.

Why We Collect and How We Use Information

We limit the collection and use of Information to the minimum we require to deliver superior service to you but also for your protection.  Such service includes processing various requests by you, assessing qualifications and capabilities, inventory and due diligence analysis, providing advice to you and administering our services.  

How We Gather Information

We get most Information directly from you, when you apply for, access and use products, services and/or research offered through the KCTFO Exchange - whether in person, by telephone or electronically.  We may verify this information or get additional information from consumer reporting agencies or public sources.  This Information may relate to your finances, employment, avocations or other personal characteristics, as well as transactions and interactions with KCT Family Members, or others.

How We Protect Information

The KCTFO and its KCT Family Members are required to protect the confidentiality of Information and to comply with our established policies.  They may access Information only when there is an appropriate reason to do so, such as to administer various services and/or distribute resources.  We also maintain physical, electronic and procedural safeguards to protect Information.  Those that violate our Privacy Policy are subject to disciplinary process and/or termination according to our KCTFO Conflict Resolution Policy.

Disclosure of Information

We do not disclose any nonpublic information about our KCT Family Members or former KCT Family Members to anyone unaffiliated with KCTFO and/or without cause.  We may disclose any Information to or as directed by a KCT Family Member or when we believe it necessary for the conduct of our KCT Family affairs, or where disclosure is required or permitted by law.  Information may be disclosed for audit or research purposes, to attorneys or other professionals, or to law enforcement and regulatory agencies, for example, to help us prevent fraud.  In addition, we may disclose Information to affiliated and non-affiliated third party service providers (i) to enable them to provide business services for us, such as performing computer related or data maintenance or processing services, (ii) to facilitate the processing of transactions requested by you, (iii), to assist us in offering products and services to you or to assist our Family Members in offering products and services to you, or (iv) for credit review and reporting purposes.  Except in those specific, limited situations, without your consent, we will not make any disclosures of Information to any unaffiliated companies who may want to sell their products or services to you.  For example, we do not sell client lists and we will not sell your name to a catalogue company.  It is KCTFO policy to require all third parties, including our KCT Family Members that are to receive any Information acknowledge this KCTFO Privacy Policy and related written policies and supervisory procedures of our KCTFO Administrative Protocol.

Important Note: KCTFO has one agreement and a series of voluntary supplements for all prospective KCT Family Members without partiality (i.e. house rules): they are non-negotiable and available for review upon receiving KCT Family Member Status.  Please reference, KCTFO Policy - Why we say ‘No’ to Legalism … and you should too, as we do not ordinarily acknowledge third party confidentiality agreements and similar documents.

Former Relationships

Even if you are no longer affiliated with KCTFO, our Privacy Policy will continue to apply to you according to the covenants of your former relationship with KCTFO.

To Whom This Policy Applies

This KCTFO Privacy Policy applies to products or services provided by KCT Family Members through the KCTFO Social Exchange.

Access to and Correction of Information

If you desire to review any file we may maintain of your personal Information, please contact us.  If you notify us with any Information that is incorrect, we will review it.  If we agree, we will correct our records.  If we do not agree, you may submit a short statement of dispute, which we will include in future disclosures of the disputed Information.  Information collected in connection with, or in anticipation of, any conflict resolution proceeding will not be made available.

Further Information

We reserve the right to change this KCTFO Privacy Policy.  The examples contained within this KCTFO Privacy Policy are illustrations and they are not intended to be exclusive.  This privacy notice does NOT comply with enacted federal law and SEC regulations regarding privacy (i.e. KCTFO will not disclose your personal Information to any government, or agency thereof) as this would cause KCTFO to breach its own covenants with you.  You may have additional rights under other foreign or domestic laws that may apply to you.

S.D.G. Kings Counsel & Trust. All rights reserved.