Privacy Disclosure: Crystal Capital Partners

FACTS

WHAT DOES Crystal Capital Partners 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 tax identification number
  • assets, income and account balances
  • personal information and account and wire transfer information

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 Crystal Capital Partners chooses to share; and whether you can limit this sharing.
REASONS WE CAN SHARE YOUR PERSONAL INFORMATION
DOES CRYSTAL 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 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 nonaffiliates to market to you
No WE DON'T SHARE
For our affiliates' to market to you No WE DON'T SHARE

QUESTIONS?

Call 1-305-868-1500 or go to www.crystalfunds.com
WHO WE ARE
Who is providing this notice? Crystal Capital Partners, LLC and the investment vehicles managed by
Crystal Capital Partners, LLC (collectively, "Crystal Capital Partners")
WHAT WE DO
How does Crystal Capital Partners 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.

Among other things, we also restrict access only to those who need to know such information to perform their duties.

How does Crystal Capital Partners collect my personal information? We collect your personal information, for example when you
  • open an account or make subscriptions or redemptions
  • provide account information or provide your 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.
What happens when I limit sharing for an account I hold jointly with someone else? Your choices will apply to everyone on your account.
DEFINITIONS
Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies.

  • The investment vehicles managed by Crystal Capital Partners, LLC.
Nonaffiliates

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

  • Crystal Capital Partners does not share with nonaffiliates so they can market to you.
Joint Marketing

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

  • Crystal Capital Partners does not jointly market.