Sunstone is a trust company chartered by the State of California (Certificate of Authority No. 2676). Sunstone is also a member of the Association of Trust Organizations, the Long Beach Area Chamber of Commerce, and the Greater Irvine Chamber.
Sunstone Trust Company (“SUNSTONE”) owns and operates the website located at https://sunstonetrust.com (the “Website”); the content available on the Website (“Website Content”) is owned by SUNSTONE, or its licensors.
Limited License for Use of Website Content. SUNSTONE hereby authorizes you to download, view, copy and print the Website Content subject to the following: (a) the Website Content may be used solely for personal, informational, non-commercial purposes; and (b) the Website Content may not be modified or altered in any way. No other use of the Website Content is authorized and no other license or right to the Website Content is granted. You agree that any copy of the Website Content (and any part thereof) which you make shall retain all copyright and other proprietary notices in the same form and manner as on the original. You may not otherwise use, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, modify, adapt, or distribute any Website Content in whole or in part without the express written authorization of SUNSTONE.
No Advice. The information contained on the Website is given for general information and general interest purposes only. While SUNSTONE tries to keep the information accurate and up to date, SUNSTONE cannot be responsible for any inaccuracies in the information. As a result, you should not rely on this information for making decisions, and we recommend that you take further advice and/or seek further guidance before taking any action based on the information contained on this website.
Forward-Looking Statements; Press Releases. The statements on the Website that relate to future events, our expectations or our future financial or operating performance are forward-looking statements. We have attempted to identify forward-looking statements by using words such as “anticipates,” “believes,” “could,” “estimates,” “expects,” “intends,” “may,” “plans,” “potential,” and “predicts,” or the negative of these words. These statements are only predictions and involve known and unknown risks, uncertainties, and other factors that may cause our or our industry’s actual results and performance to be materially different from those expressed or implied by these statements. These risks include the timely and successful development of products, receipt of necessary regulatory approvals and commercial acceptance of products, the obtaining of proprietary protection for any such products, the impact of competitive products and pricing and reimbursement policies, changing market conditions and other risks. Actual results may differ materially from those projected. These forward-looking statements represent SUNSTONE’s judgment as of the date of posting. SUNSTONE disclaims, however, any intent or obligation to update these forward-looking statements. The information contained within press releases issued by SUNSTONE should not be deemed accurate or current except as of the date the release was posted. We have no intention of updating, and specifically disclaim any duty to update, the information in the press releases. To the extent any information therein is forward-looking, it is subject to material risk as described above.
Disclaimer. EXCEPT WHERE EXPRESSLY PROVIDED OTHERWISE, THE WEBSITE AND THE WEBSITE CONTENT ARE PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS. SUNSTONE EXPRESSLY DISCLAIMS ALL WARRANTIES AND CONDITIONS OF ANY KIND, WHETHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE WARRANTIES OR CONDITIONS OF TITLE, NONINFRINGEMENT, MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT. SUNSTONE MAKES NO WARRANTY THAT: (A) THE WEBSITE WILL MEET YOUR REQUIREMENTS; (B) THE WEBSITE WILL BE AVAILABLE ON AN UNINTERRUPTED, TIMELY, SECURE, OR ERROR-FREE BASIS; OR (C) THE RESULTS THAT MAY BE OBTAINED FROM THE USE OF THE WEBSITE OR WEBSITE CONTENT WILL BE ACCURATE OR RELIABLE.
Limitation of Liability. You acknowledge and agree that your use of this site is at your own risk and that none of the parties involved in creating, producing, or delivering this site is liable for any direct, indirect, incidental, consequential or punitive damages, or any other losses, liabilities, obligations, damages, claims, demands, actions, costs and/or expenses of any kind (including legal fees, expert fees, or other disbursements) which may arise, directly or indirectly, through access to, use of, or browsing of this site or through your downloading of any materials, data, text, images, video or audio from this site, including but not limited to anything caused by any viruses, bugs, human action or inaction or any computer system, phone line, hardware, software, or program malfunctions, or any other errors, failures or delays in computer transmissions or network connections.
Copyright/Trademark Information. Copyright ©2021, SUNSTONE. All rights reserved.
The trademarks, logos and service marks (“Marks”) displayed on the Website are the property of SUNSTONE or other third parties. You are not permitted to use these Marks without the prior written consent of SUNSTONE or such third party which may own the Mark.
|FACTS||WHAT DOES SUNSTONE TRUST COMPANY DO WITH YOUR PERSONAL INFORMATION?|
|Why?||Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share and protect your personal information. Please read this notice carefully to understand what we do.|
|What?||The types of personal information we collect and share depend on the product or service you have with us. This information can include:|
• Social Security number (or tax ID number) and income
• Account balances and assets
• Risk tolerance and retirement assets
When you are no longer our customer, we continue to share your information as described in this notice.
|How?||All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Sunstone chooses to share; and whether you can limit this sharing.|
|Reasons we can share your personal information||Does Sunstone share?||Can you limit this sharing?|
|For our everyday business purposes–|
such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus
|For our marketing purposes–|
to offer our products and services to you
|For joint marketing with other financial companies||Yes||No|
|For our affiliates’ everyday business purposes–|
information about your transactions and experiences
|For our affiliates’ everyday business purposes–|
information about your creditworthiness
|For our affiliates to market to you||Yes||Yes|
|For our nonaffiliates to market to you||Yes||Yes|
|To limit our sharing||• Mail the form below
However, you can contact us at any time to limit our sharing.
|Questions?||Email at firstname.lastname@example.org or go to sunstonetrust.com|
|What we do|
|How does Sunstone protect my personal information?||To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.|
|How does Sunstone collect my personal information?||We collect your personal information, for example, when you
• Open an account
We also collect your personal information from others, such as customer screening databases, affiliates, or other companies.
|Why can’t I limit all sharing?||Federal law gives you the right to limit only
• sharing for affiliates’ everyday business purposes — information about your creditworthiness
State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law.
|What happens when I limit sharing for an account I hold jointly with someone else?||Your choices will apply to everyone on your account — unless you tell us otherwise.|
|Affiliates||Companies related by common ownership or control. They can be financial and nonfinancial companies. We consider companies under common ownership or control with us, such as Partake Collective, a non-financial company, Sunstone Management, Inc., an investment firm and a corporate client of ours, and American Lending Center LLC, a non-bank lender, to be affiliates for purposes of this privacy notice.|
|Nonaffiliates||Companies not related by common ownership or control. They can be financial and nonfinancial companies.
• Nonaffiliates we can share with include your investment advisers, your attorneys and CPAs, custodians of your assets, persons and entities that manage your assets or your philanthropic endeavors, and your insurers and banks.
|Joint marketing||A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
• Sunstone doesn’t jointly market.
|Other important information|
|Special Notices for State Residents
For California Customers. We will not share information we collect about you with nonaffiliated third parties, except as permitted by law, including, for example, with your consent or to service your account. We will limit sharing among our affiliates to the extent required by California law.
For Vermont Customers. We will not disclose information about your creditworthiness to our affiliates and will not disclose your personal information, financial information, credit report, or health information to nonaffiliated third parties to market to you, other than as permitted by Vermont law, unless you authorize us to make those disclosures.
|Download the PDF form here
Mail To: SUNSTONE TRUST COMPANY, 18881 Von Karman Avenue, Suite 1000, Irvine CA 92612