Privacy Policy, Business Continuity Plan Available

The Utah Educational Savings Plan (UESP) has received requests from financial advisors to provide UESP’s privacy policy and its business continuity and disaster recovery plan for their records, as well as to support their choice of Utah’s official 529 plan for clients who save for higher education.

For these reasons, UESP has prepared information sheets that summarize the privacy policy and the business continuity and disaster recovery plan.

The privacy policy makes clear what personal information is collected from account owners who visit uesp.org and beta.advisor.my529.org or submit personal information by mail or email. The policy also explains how UESP guards that personal information.

The business continuity and disaster recovery plan describes UESP protocols for responding to business interruptions. The protocols address business continuity planning, data recovery, and business continuity testing.

To request copies of the summaries, please send us an email at advisorinfo@uesp.org.