Privacy Policy
Rev. 9/18/2023
WHAT DOES CAPINSIGHTS PARTNERS, LLC (“CIP”) 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 numberIncomeAssetsRisk ToleranceAccount balancesRetirement assets |
| How? | 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 CIP chooses to share; and whether you can limit this sharing. |
| Reasons we can share your personal information | Does CIP 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 | No | We don’t share |
| 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 | Yes |
| For our affiliates’ everyday business purposes— information about your creditworthiness | No | We don’t share |
| For our affiliates to market to you | No | We don’t share |
| For non-affiliates to market to you | No | We don’t share |
| To limit our sharing | Email us: [email protected] Contact us online: https://capinsights.partners/ Please note: If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing. |
| Questions? | Email [email protected] or go to https://capinsights.partners/ |
| Who we are | |
| Who is providing this notice? | CapInsights Partners, LLC |
| What we do | |
| How does CIP 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 CIP collect my personal information? | We collect your personal information, for example, when you Enter into an investment advisory contractSeek financial adviceMake deposits or withdrawals from your accountTell us about your investment or retirement portfolioGive us your employment history |
| 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 creditworthinessaffiliates from using your information to market to yousharing 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. CIP shares common ownership Blueprint Investment Partners, LLC |
| Nonaffiliates | Companies not related by common ownership or control. They can be financial and nonfinancial companies. CIP does NOT share with non-affiliates. |
| Joint marketing | A formal agreement between nonaffiliated financial companies that together market financial products or services to you. CIP does NOT jointly market with non-affiliates. |
| Other important information | |