Ethics & Compliance

Report a Concern

American Estate & Trust is committed to operating with integrity. If you have observed unethical behavior, a compliance issue, or any other concern, please report it using the confidential form below. Reports may be submitted anonymously.

Who can use this form

This reporting channel is available to AET employees, customers, business partners, vendors, and any other third party who has a concern related to AET's conduct or operations. You may submit a report anonymously. Reports are reviewed by AET compliance and leadership.

What to report

• Suspected violations of law, regulation, or AET policy
• Fraud, theft, or misuse of assets
• Conflicts of interest or breaches of fiduciary duty
• Discrimination, harassment, or other workplace conduct issues
• Data privacy or information security concerns
• Any other behavior that appears unethical or improper

Submit a report

You may complete the form without providing your name or contact information. If you would like AET to follow up with you, please include a way to reach you.

For urgent matters or if you prefer to speak with someone directly, you may also contact us at [email protected].