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For Your Security

Regulatory, Audit and Security of Customer Information

  • Trust accounting system with annual enhancements and updated processes for regulatory compliance using the largest financial software company in the country
  • Maintain and test disaster recovery/business continuity plans annually
  • Provide SSAE 16 SOC 1 report to reduce client costs associated with plan audits
  • Continually update information security software to protect client information and audit security procedures on a regular basis
  • Review account activity on a daily basis
  • Maintain an internal audit program to ensure accurate account information and compliance with laws and regulations
  • All account documentation imaged with information backed up daily
  • Shredding of all printed documents/reports after task review and completion
  • Local personal level of customer service for all clients
  • No outsourcing of any part of our operation
  • All non-salaried employees are members of OPEIU Local 12
  • Pay all employees a living wage with benefits including health, dental, 401(k), profit sharing, training and education


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©2020 Union Bank & Trust. All Rights Reserved

Products and services offered through the Trust Division of Union Bank & Trust are not insured by FDIC, are not a deposit or other obligation of, or guaranteed by, the depository institution, and are subject to investment risks including possible loss of the principal amount invested.