Rev. 07/2024

 

 

 

FACTS

WHAT DOES Cirrus Capital, 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 depends on the product or service you have with us. This information can include:

         Tax Identification Number, Date of Birth, Telephone Number and Address

         Annual Income, Tax Bracket, Account Balances and Transaction History

         Net Worth, Assets and Employment History

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 clients' personal information to run their everyday business. In the section below, we list the reasons companies can share their clients' personal information; the reasons Cirrus Capital, LLC chooses to share; and whether you can limit this sharing.

 

Reasons we can share your personal information?

Does Cirrus Capital, LLC Share?

Can you limit this sharing?

For our everyday business purposes - Such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

 

 

Yes

 

 

 

No

For our marketing purposes - To offer our products and services to you

 

Yes

 

No

For Joint Marketing with other financial companies

No

We don't share.

For our affiliates' everyday business purposes -

Information about your transactions and experiences

 

Yes

 

No

For our affiliates' everyday business purposes-

Information about your creditworthiness

 

No

 

We don't share.

For non-affiliates to market to you

No

We don't share

 

Questions?

Call: (313) 334-6540

 

 

Who we are

Who is providing this notice?

Cirrus Capital, LLC

 

What we do

How does Cirrus Capital, LLC Protect my 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 does Cirrus Capital, LLC collect my personal information?

We collect your personal information, for example, when you

Provide your personal information

Seek Investment Advice

Complete an Application

We also collect your personal information from others, such as credit bureaus, affiliates, or other companies.

 

Text Messaging: We collect your phone number through our contact information form, and with your consent we will send you text messages on a weekly basis if you've opted in. Reply STOP at anytime to unsubscribe from text messages. We will never share your customer data with third parties or affiliates for marketing or promotional purposes.

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 non-affiliates to market to you

State laws 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 nonfinancial companies.

Cirrus Capital, LLC does not share with affiliates so they can market to you.

Non-affiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

Cirrus Capital, LLC does not share with non-affiliates so they can market to you.  

Joint Marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

Cirrus Capital, LLC does not jointly market.