PRIVACY POLICY

Distillate Capital Partners LLC

Privacy Policy - June 27, 2018

 
FACTS

FACTS WHAT DOES DISTILLATE 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
  • Income, net worth and tax bracket
  • Account balances

When you are no longer our client, we no longer share such information without thr (former) client’s permission.

How?

All financial companies need to share client’s personal information to run their everyday business. In the section below, we list the reasons financial companies can share their client’s personal information; the reasons Distillate Capital Partners, LLC chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information Does Distillate Capital Partners, 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 to report to credit bureaus.

YES

NO

For our marketing purposes – to offer our products and services to you.

NO

N/A

For joint marketing with other financial companies

NO

N/A

For our marketing purposes – to offer our products and services to you.

NO

N/A

For our affiliates’ everyday business purposes –Information about your transactions and experiences

NO

N/A

For our affiliates to market to you

NO

N/A

For nonaffiliates to market to you

NO

N/A

Questions?

Call (312) 933-4293

Who we are

Who is providing this notice?

Distillate Capital Partners, LLC

What we do

How does Distillate Capital Partners, 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 Distillate Capital Partners, LLC collect my personal information?

We collect your personal information, for example, when you

  • Open an account or deposit money

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.

Non-affiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.These include broker/dealers, mutual fund companies, insurance companies and other financial institutions.

Joint marketing

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

Distillate Capital Partners LLC does not do joint marketing.