FACTS
WHAT DOES MONBERG CAPITAL PARTNERS DO WITH YOUR PERSONAL INFORMATION?
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.
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 Credit Score
- Account Balances and Payment History
- Income and Employment Information
When you are no longer our customer, we continue to share your information as described in this notice.
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Monberg Capital Partners chooses to share; and whether you can limit this sharing.
| Reasons we can share your personal information | Does Monberg Capital Partners 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 | NOT SHARED |
| For our affiliates’ everyday business purposes - information about your transactions and experiences | NO | NOT SHARED |
| For our affiliates’ everyday business purposes - information about your creditworthiness | NO | NOT SHARED |
| For our affiliates to market to you | NO | NOT SHARED |
| For nonaffiliates to market to you | NO | NOT SHARED |
| Reasons we can share your personal information | Does Monberg Capital Partners 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 | NOT SHARED |
| For our affiliates’ everyday business purposes - information about your transactions and experiences | NO | NOT SHARED |
| For our affiliates’ everyday business purposes - information about your creditworthiness | NO | NOT SHARED |
| For our affiliates to market to you | NO | NOT SHARED |
| For nonaffiliates to market to you | NO | NOT SHARED |
Questions? Call (917) 541-5163 or go to www.monbergcapital.com or email [email protected]
Who we are
Who is providing this notice?
Monberg Capital Partners
What we do
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.
We collect your personal information, for example, when you:
- Apply for a loan or provide account information.
- Provide contact information.
- Provide your income, employment and/or asset information.
OR
We also collect your personal information from others, such as credit bureaus, affiliates, or other companies.
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 laws and individual companies may give you additional rights to limit sharing.