FACTS
WHAT DOES CRYSTAL CAPITAL PARTNERS, LLC 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 and Date of birth
- Income and Account transactions
- Assets and Investment experience
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 personal information to run their everyday business. In the section below, we list the reasons financial companies can share their personal information; the reasons Crystal Capital Partners, LLC chooses to share; and whether you can limit this sharing.
Reasons we can share your personal information
| Do we share? | Can you limit this sharing? | |
|
For our everyday business purposes- |
Yes | No |
|
For our marketing purposes- |
Yes | No |
|
For joint marketing with other financial companies |
No | We don’t share |
|
For our affiliates’ everyday business purposes- |
Yes | No |
|
For our affiliates’ everyday business purposes- |
No | We don't share |
|
For nonaffiliates to market to you |
No | We don’t share |
Who is providing this notice?
Crystal Capital Partners, LLC
How do we protect your 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 do we collect your personal information?
We collect your personal information, for example, when you
- Open an account or Make subscriptions or redemptions
- Provide account information or Provide contact information
- Make a wire transfer
We also collect your personal information from others, such as credit bureaus, 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
- affiliates from using your information to market to you
- sharing for nonaffiliates to market to you
State law and individual companies may give you additional rights to limit sharing.
Definitions
Affiliates
Companies related by common ownership or control. They can be financial and nonfi nancial companies.
Nonaffiliates
Companies not related by common ownership or control. They can be financial and nonfi nancial companies.
Joint marketing
A formal agreement between nonaffi liated financial companies that together market financial products or services to you.