Custody Ledger - Privacy Record

Privacy Policy

Effective Date: 1 February 2026. Maintained for the account holders and visitors of ALTA RESGUARDO.

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Sections

  • Overview and Our Commitment
  • About AltaResguardo and This Policy
  • Information We Collect
  • Sources of Personal Data
  • How We Use Your Information
  • Lawful Bases for Processing
  • Cookies and Site Activity
  • Custody Service Record Handling
  • Third Party Service Providers
  • Sharing and Disclosure
  • Retention of Your Data
  • International Data Transfers
  • Security Safeguards
  • Privacy for Children
  • Your Rights and Choices
  • Privacy Preferences and Opt Outs
  • Third Party Links and Systems
  • Changes to This Policy
  • Contacting Us and Complaints

Welcome to ALTA RESGUARDO, LLC, the company that offers private vault compartments, safe deposit boxes, document and deed custody, and digital media and data storage from our facility at 222 S Main St Ste 500, Salt Lake City - 84101-2275, United States (US). This Privacy Policy describes how our trust and custody team, working under the AltaResguardo service name, collects, uses, discloses, and protects personal information when you visit our website, open a custody account, or ask us about our stewardship services.

Protecting what our clients value is at the center of our work, and that commitment extends from vaulted property to the personal data you share with us. We treat your information with the same care we bring to a sealed vault compartment, keeping access limited, records accurate, and every handling step accountable. Please read this policy carefully. By using our website or engaging our services you agree to the practices we describe here.

1.Overview and Our Commitment

ALTA RESGUARDO, LLC is a custodian of valuable things. When people entrust us with property, papers, media, or records, they also often share personal details so that we can identify them, verify their right to access, and maintain a secure and lawful incident record. This policy explains the ordinary and reasonable steps we take whenever information about you passes through our hands, whether through this website, by telephone, by electronic mail, or at the teller counter of our vault facility.

We are deliberate about not collecting more information than we need. We review our data habits on a regular schedule and remove records that no longer serve a clear business, legal, or security purpose. We also limit who inside our organization may see certain categories of data, so that identity papers, access instructions, and audit logs are available only to officers who require them for their exact duties.

This policy is written in plain language so that you can understand what to expect. We avoid legal jargon where possible and explain our reasoning behind each collection choice. Where a legal obligation or a governing authority requires specific language, we include that guidance clearly so there is no surprise about your rights.

2.About AltaResguardo and This Policy

AltaResguardo is the brand and service name under which ALTA RESGUARDO, LLC delivers its custody and vault services. The word AltaResguardo combines a sense of height or excellence with the Spanish word for safekeeping, which we believe captures exactly what we promise to every family, professional, executor, and business that relies on us. Throughout this policy the terms AltaResguardo, ALTA RESGUARDO, the company, our, and we refer to the same legal entity: ALTA RESGUARDO, LLC.

This policy applies to personal information we process when you interact with our website at our official domain, when you correspond with us by electronic mail or telephone, when you visit our premises, and when you enter into an agreement for custody services as a client, a signatory, an authorized representative, a beneficiary, or a visitor. It also covers information we receive about individuals who are named on accounts opened by another person, such as an executor, trustee, or corporate officer.

If you are using our services on behalf of a company, a trust, or an estate, this policy still applies to the personal information of the people who stand behind that account, including directors, officers, trustees, beneficiaries, and any individual whose identity we must verify. We encourage the account holder to share this policy with every person whose information we may receive so they know how it is protected.

Our registered and principal place of business is at 222 S Main St Ste 500, Salt Lake City - 84101-2275, United States (US). We operate under the laws of the jurisdiction where our facility is located and also honour the privacy expectations of clients who live elsewhere by applying strong safeguards across all our locations and systems.

3.Information We Collect

The categories of information we may collect can be grouped into several practical classes. Not every category applies to every person, and we only gather what is genuinely needed for the interaction in question.

Identity and contact information includes your full name, date of birth, citizenship or residency status, home and business address, telephone number, and electronic mail address. We also collect a government-issued photo identification reference number and the identity document type so that we can confirm who we are dealing with, as required for vault access and as our security policy demands.

Account and access details include your custody account identifier, the numbering of any assigned vault compartment or safe deposit box, your chosen access schedule, records of who is authorized to open or view an account, and the identifiers we issue to each person on an account so that activity can be traced. We may also record your preferred method of being reached when there is an important security or account notice.

Transaction and interaction data covers the date and time of each visit to our facility, the identities of personnel present, the compartment accessed, and the nature of the transaction that occurred, such as a deposit, a retrieval, an inspection, or an administrative update. We retain these notes so that a clear chain of custody can be reconstructed at any later moment.

Technical and device information is collected automatically when you browse our website. This includes your internet protocol address, browser type and version, operating system, referral web address, pages you view, the date and time of each request, and standard diagnostics our servers and analytics tools produce. This information helps us keep the site secure and make it more useful.

We generally do not request sensitive categories of data, such as health records, religious beliefs, or political opinions, because they are rarely needed for our services. If you choose to store papers or media that contain such data inside a vault compartment or document custody envelope, we do not examine those contents and do not create separate records about them. Our custody is content neutral, and we protect whatever you place under our care without reading or indexing its substance.

4.Sources of Personal Data

Most of the personal information we hold comes directly from you. When you complete an application for a vault compartment, fill out a reservation inquiry form, call our front desk to check availability, or send us an electronic mail message, you give us the details we need to answer and to prepare an account. We keep what you send us for legitimate reply and account purposes, and we do not repurpose it.

A second source is information you provide through a trusted third party acting on your behalf. An attorney may open a deed custody account for a client, an executor may arrange estate holdings for a family member, or a corporate officer may add an employee as an authorized signatory. When this happens we obtain the same identity and contact details that we would collect from you directly, and we act on the instruction of the person or entity who holds authority over the account.

A third source is information we generate ourselves in the course of operating the facility. Our audit systems record entry events, our cameras capture the secure areas for the limited purpose of loss prevention, and our vault ledger notes who attended and what occurred. We generate this information responsibly, keep it confidential, and rely on it only for security, safety, and the resolution of disputes about custody.

A fourth source is publicly available information in the narrow cases where we must verify an identity or confirm an address, such as a public registry listing or a directory reference. We limit this practice to what the verification requires and we do not build profiles about you from scattered public details.

5.How We Use Your Information

We use personal information for the purposes stated at the time we collect it and for closely related administrative purposes that any reasonable client would expect. The primary uses are simple and can be described plainly.

First, we use your information to provide the services you request. This includes opening a custody account, assigning a vault compartment or safe deposit box, scheduling access, confirming identity at each entry, keeping accurate records of property deposited and returned, and preparing invoices and statements of account. Without accurate identity and contact information we cannot run a lawful custody facility, because we must always know who holds which key and who may lawfully return the contents to an heir or assignee.

Second, we use your information to communicate with you. We may send you service notices about account activity, security alerts affecting your compartment, scheduling confirmations, upcoming renewal reminders, billing updates, or a request to update your contact details. We may also respond to your inquiries and provide support when you contact us with a question or a problem.

Third, we use limited information to maintain the safety and security of our people, our facility, and our clients. Access logs, camera recordings, and verification records help us prevent entry by unauthorized persons, detect attempted tampering, and protect everyone who depends on us. We use these materials carefully and only for protection and accountability.

Fourth, we use technical website data to operate, diagnose, and improve our online presence. This helps us recognize server errors, defend against malicious traffic, understand which pages are useful, and measure the effectiveness of improvements so that the site stays fast and reliable for every visitor.

Fifth, where you have agreed to hear from us about related custody products or protective services, we may use your contact details for such marketing. Every marketing message we send includes a clear and simple way to stop receiving future messages, and we honour those requests promptly. We never sell your information to outside parties for their own advertising purposes.

6.Lawful Bases for Processing

We rely on recognized legal grounds for the processing that we undertake, and we choose the ground that fits each situation best. The most common basis is contract, because most of what we do exists to perform the custody agreement you have entered into. We collect identity, access, record, and contact information because a vault account cannot be administered without those essentials.

We also rely on our legitimate interests as a responsible custodian. This covers the protection of property entrusted to us, the security of our facility and staff, the prevention of fraud, the detection of unauthorized access, the sound administration of client accounts, and the improvement of our website. Where we rely on legitimate interests we always balance them against your interests and fundamental rights, and we step back whenever your privacy concerns outweigh any practical benefit to us.

We rely on legal obligations where the law demands that we keep, report, or disclose information. Banking-style record keeping rules, tax and accounting duties, anti-money-laundering checks, and the response to lawful authority all require us to retain certain records and occasionally to share them. When the law directs, we follow it completely.

Where we process information for marketing or sensitive situations and no other ground applies, we obtain consent first. Consent is freely given, easy to withdraw, and recorded so that we can demonstrate your choice. We never make access to essential custody services conditional on consent that we do not actually require for that service.

7.Cookies and Site Activity

Like most websites, ours uses small files known as cookies and similar tracking technologies to remember limited details about your visit. We treat these tools with restraint and use them only to make the website work smoothly and to understand broad usage patterns, not to build private dossiers on identifiable individuals.

Strictly necessary cookies help the site function, for example to keep a secure session open or to remember a form state while you complete a longer inquiry. These are usually stored only for the time you are active and are not used for marketing.

Performance cookies and analytics help us see how pages are reached, which browsers are common, and where visitors pause or continue. We view this information in aggregate so that we can improve loading speed, layout, and usefulness without tracking any single person across the wider web.

You may control cookies through your browser settings, and most browsers give you the option to block or delete them. If you turn cookies off the website should still work, though some conveniences may be reduced. Our preference is to ask before we place non-essential cookies, and we honor any refusal without disadvantage to your browsing.

We do not connect your website activity to the contents of a vault compartment or to the specific deeds, papers, or media you hold with us. The practical records of your browsing and the protected materials in our vault remain separate and are governed by different protections.

8.Custody Service Record Handling

Custody records get special treatment because they concern both personal data and the protection of physical property. For every vault compartment and safe deposit box we maintain an account ledger that names the holder and any authorized representatives, notes the compartment identifier, and records the events of deposit and retrieval. This ledger is the backbone of our chain of custody and is treated as confidential.

We mark documents and media you place in our care but we do not read their content. Our team records what a custody envelope or inventory lists as its outward description only to the extent you provide it, and we keep that list secure. The privacy of the contents themselves belongs to you, and we consider it a professional violation for any employee to open, view, copy, or discuss your holdings beyond what your signed instructions permit.

When you authorize another person to act on your account, we verify that authorization by checking an instruction in your own voice, signature, or secure instruction before we release anything. We record the event so there is a clear trail of who was permitted to act and when. If you name a beneficiary or successor, we keep those details confidential and act on them only after confirming identity and lawful authority, typically with the guidance of your estate documents.

Should your acquaintance, executor, or lawful representative need information about an account after you are no longer able to instruct us, we work carefully with the required legal documentation to protect both your estate and the interests of those entitled to the holdings. We never hand over control of a compartment without proof of authority and a clear record of the transfer.

9.Third Party Service Providers

We work with a small number of outside providers who help us run our business, and we share only what each provider needs to do its narrow task. These include payment processing companies that handle billing, electronic mail service providers that help us communicate, cloud storage and software services that hold our contact and account records, and firms that maintain our website and its security.

Before we engage a provider we review its privacy commitments and require it to protect personal information at a standard consistent with our own. We ask each provider to use the data only to perform services for us, to keep it confidential, and to help us honor your requests about your information. We do not authorize providers to sell the data they handle on our behalf or to use it for their own unrelated purposes.

Where a provider is located outside your country of residence we confirm appropriate safeguards are in place, as discussed in the international transfers section, so that your information is not weakened simply by crossing a border for processing.

Some providers may process data in jurisdictions with different local rules. We accept this practical arrangement only where a high standard of protection can be assured through contracts and, where applicable, recognized certification. If we cannot assure that standard, we avoid routing your data through that provider.

10.Sharing and Disclosure

We disclose personal information only in the limited situations described here, and we never broadly license out your data. We share within our own responsible officers and staff who need it to serve you. Access is limited to those working on your account, protecting the facility, or maintaining the systems that support you.

We share with the service providers described above on a need to know basis and under written confidentiality duties. We share with your authorized representatives, such as a named signatory, an executor who holds proper documentation, or your lawyer asking with your authority, because acting on their instructions is part of the service you have engaged.

We may share with regulators, auditors, and public authorities where the law compels us to report or where there is a lawful request. This can follow a court order, a subpoena, a lawful regulatory inquiry, or an obligation to prevent crime. We respond to such requests in a measured way, we check the legal basis, and we share only what the request properly demands.

We may disclose information where it is reasonably necessary to protect the safety of any person, to defend against legal claims, to investigate suspected fraud or theft of property in our custody, or to prevent serious harm. This includes cooperating with law enforcement investigating a loss, tampering, or other criminal activity affecting a compartment.

In the unlikely event of a merger, acquisition, or sale of business assets, client records may transfer to the buyer as part of the transferred enterprise. We would require that buyer to honour this policy and to protect the confidentiality of custody accounts, and we would notify affected clients of any material change in control.

11.Retention of Your Data

We keep personal information only as long as it serves a genuine purpose or as the law requires us to keep specific records. When you hold an active custody account we keep the account documentation for at least the life of the agreement plus the periods imposed by record keeping laws, because accurate hindsight is essential if a custody dispute ever arises.

Routine requests and support correspondence are kept for a shorter, practical window so that we can respond to follow up questions, and then removed once they no longer have value. Website activity logs are held briefly, often in the range of months, before being summarized or deleted unless they are needed to investigate an identified security incident.

Camera footage from secure areas and entry records are retained for the length of time needed to be useful for security and then automatically discarded, subject to any legal demand that suspends deletion. We choose conservative limits and we do not build indefinite archives of who entered on a particular Tuesday years ago unless a specific matter justifies it.

Once a retention period ends we delete or anonymize the information in a secure manner. Deletion of digital files is complete and verifiable, and destruction of paper records containing personal data is performed so that the content cannot be recovered. Where a period is prescribed by law we follow that period and remove the record promptly when it expires.

12.International Data Transfers

ALTA RESGUARDO, LLC is based in the United States and operates its facility in Salt Lake City, Utah. When you interact with us from outside the United States your personal information may be processed in the United States or in another country where our service providers are based. We acknowledge that different jurisdictions have different privacy laws, and we try to ensure that your information receives sound protection regardless of where it is handled.

For transfers to countries that offer an adequate level of protection under recognized benchmarks we rely on those adequacy decisions. For transfers to other countries we rely on contractual safeguards that require recipients to protect the data to a standard consistent with this policy, together with any additional protections the nature of the data calls for.

Because the contents of a custody account often involve legal, estate, or business sensitivity, we are especially careful with any cross border handling of account records. We prefer wherever feasible to keep the core custody ledger within our own facility where the strongest physical and technical controls exist, and we use outside processing mainly for administrative conveniences such as billing and communication rather than for the private substance of your holdings.

If you would like to know more about the specific safeguards that apply to a given transfer, you may ask us at the contact details below and we will explain the arrangements while respecting confidentiality.

13.Security Safeguards

Our protection of personal data uses physical, technical, and organizational controls that mirror the layered approach of our vault. Strong measures make sense for a company whose entire business depends on safeguarding the valuable holdings of other people.

On the physical side, our client records are held inside the same secure facility where the vault itself stands, protected by controlled access, identity checks, restricted areas, and limited personnel entry. Paper records that contain identity data are stored in locked cabinets, and access to those cabinets is limited to officers with a defined need. Camera and entry logging cover the spaces where records are kept.

On the technical side, our systems use encryption in transit and at rest, careful access controls based on role, unique credentials for each staff member, regular software updates, and monitoring for unusual activity. We practice least privilege, meaning each person can see only the minimum needed for their job, and we review those rights on a schedule. We back up important records so that data is not lost by accident, and we test that our backups can be restored.

On the organizational side, our people receive clear guidance about confidentiality and privacy, they are bound by strict duties not to disclose client matters, and they are trained to recognise phishing, fraud, and other threats. We conduct reviews of our data practices, we limit paper printing of personal information, and we respond with a defined plan to any suspected breach of confidentiality.

No method of protection is absolute, and we cannot promise that harm from a deliberate attack is impossible. What we can promise is that we apply standards that are appropriate to the sensitivity of the information, that we review them regularly, and that we act promptly and responsibly if we ever see a weakness or an incident that affects your data.

14.Privacy for Children

Our vault and custody services, and this website, are intended for adults and for business and family entities managed by adults. We do not knowingly collect personal information from children under the age of thirteen, and our services are not designed to attract young children as direct account holders.

If you are a parent or guardian and you believe that a child under thirteen has provided personal information to us without your knowledge, please contact us using the details at the end of this policy. We will take reasonable steps to review the matter and to delete any such information promptly if we confirm it was collected from a child without appropriate consent.

In the case where a family holds heirlooms, deeds, or estate items that happen to name or relate to a child, that information is part of a lawful adult-managed custody relationship and is treated under the same strict confidentiality as all other vault contents. It is not processed in any way that seeks out or assembles information about the child.

We ask adults to supervise young visitors and to help us keep browsing safe. Children should not submit identity details through forms on this website, and we encourage families to raise any questions directly so we can address them with the care the situation deserves.

15.Your Rights and Choices

Depending on where you live and the relationship you have with us, you may be able to exercise a range of rights over your personal information. We honour these wherever they apply and we will never penalize you for asking about or exercising them.

The right of access lets you ask for a copy of the personal information we hold about you and for a description of how we use it. The right to rectification lets you ask us to correct anything that is inaccurate or incomplete so that the records we rely on for custody and contact stay correct. The right to erasure lets you ask us to delete your information where we no longer have a lawful reason to keep it, subject to legal retention duties that we cannot set aside.

We also recognize the right to restrict or object to certain processing, the right to data portability where it applies, and the right to withdraw any consent you have given at any time. Withdrawing consent does not undo processing that was lawfully done before your withdrawal, but it stops future processing that depends on that consent.

To exercise any of these rights, please contact us using the details in the contact section below. We will verify your identity with reasonable steps so that we do not hand your data to an impostor, and we will respond within the timeframes the law allows, usually within thirty days. We may need to ask for a little more time or detail in complicated cases, and we will explain why if we do.

We aim to resolve every concern fairly. If you believe we have not answered your question well, you also have the right to lodge a complaint with the relevant privacy or data protection supervisory authority in your jurisdiction without prejudice to your other options.

16.Privacy Preferences and Opt Outs

We are mindful that regulators and browsers have developed signals and preferences around online tracking. Some browsers send a Do Not Track request to websites they visit, and some regional privacy laws give residents the right to ask that we do not sell or share their personal information for cross context advertising.

We do not practice the selling of personal information as a business model, and we have no arrangement in which outside advertisers buy your data from our custody accounts. Because we do not engage in sales of the kind those laws are designed to regulate, there is no such sale for us to stop at your request. We do, however, respect signals received from your browser where our systems can reliably interpret them, and we treat the volume of non essential cookies as part of that respect.

If you would like to limit marketing from us, you can use the unsubscribe link in any marketing electronic mail we send, or ask us directly at the contact details below. We will update your preference promptly and confirm when the change is done.

For self service access to non essential tracking, or to review our cookie choices, you may contact us at any time and a member of our small team will assist you without friction. We would rather make privacy easy to manage than to hide the controls away.

17.Third Party Links and Systems

Our website may from time to time contain links to other websites, such as a payment portal, a public registry, or the site of a service partner. These third party websites operate under their own privacy policies, and we do not control what they do with your information once you leave our site.

When you follow a link away from our website, the privacy policy you are reading no longer covers your activity there. We encourage you to read the policy of any other site before sharing personal data with it, and to notice the address bar so you always know where you are.

We choose any linked services with care and we are not responsible for the content, accuracy, or practices of external websites. A link is an aid to convenience and is not an endorsement of everything that happens on the other page. If you believe a link has led you to unsafe or misleading content, please tell us and we will review it.

Where we offer a form or portal that sends you to a regulated payment provider, that provider receives only the details needed to complete the payment and applies its own secure handling. We do not store your full card details on our own systems.

18.Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our services, the law, or our practices. When we make a material change we will revise the effective date at the top of this page and, where we have your contact details and the change matters to your account, we will give you reasonable notice before the change takes full effect.

We will not reduce your rights under this policy without telling you clearly and obtaining any consent that the law would require for the particular reduction. Changes are binding only after they are published and, where relevant, after the notice period has passed.

We encourage you to review this page occasionally so that you stay informed about how we protect your information. Because our practices rarely shift in a dramatic way, most updates will be modest clarifications or corrections, but we treat each of them as a real commitment to transparency.

If a change affects how we handle personal information that is part of an existing custody account in a way that requires your agreement under our contract, we will treat that change carefully and we will not silently override the terms under which you entrusted us with your holdings.

19.Contacting Us and Complaints

Questions about this Privacy Policy, requests to exercise your rights, or concerns about how we handle personal information are always welcome. Our team is small and we prefer to resolve privacy matters personally and promptly, so you can reach us by electronic mail or by telephone.

For electronic mail inquiries about privacy or data protection please write to us and we will respond as soon as we are able, normally within a small number of business days. For urgent matters, or if you prefer to speak with a person, you may telephone our office during business hours and ask for the privacy officer.

Privacy and Data Protection Contact

ALTA RESGUARDO, LLC, 222 S Main St Ste 500, Salt Lake City - 84101-2275, United States (US)

Electronic mail: talk@altaresguardo.lol

Telephone: +16064317919

If you are not satisfied with any response you receive, you have the right to raise the matter with a competent supervisory authority in the place you live or work or where an alleged infringement occurred. We will cooperate fully with any lawful authority to which you take a genuine privacy concern, and we will always prefer to settle the matter fairly with you first.

This Privacy Policy is part of our commitment to the people who trust us with what they value. Thank you for placing that confidence in the custody and vault services of ALTA RESGUARDO, LLC.

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Privacy Policy · © 2026 ALTA RESGUARDO, LLC · talk@altaresguardo.lol · +16064317919 · 222 S Main St Ste 500, Salt Lake City - 84101-2275, United States (US)