What does McNamara Capital Investment Group, 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 and income
  • Account balances and payment history

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 we choose to share; and whether you can limit this sharing.

Reasons we can share your personal information:

We share your information 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. You cannot limit this form of sharing.

We share your information for our marketing purposes—to offer our products and services to you. However, you are able to limit the amount of information we share.

We will never share your information for joint marketing with other financial companies.

We share your information for our affiliates’ everyday business purposes – information about your transactions and experience. However, you are able to limit the amount of information share.

We will never share your information for our affiliates’ everyday business purposes regarding information about your creditworthiness.

We share your information for our affiliates to market to you. However, you are able to limit the amount to information we share.

We will never share your information for non-affiliates to market to you.

To limit our sharing

  • Mail the form below

Please note: If you are a new customer, we can begin sharing your information from the date you received 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?

Call 708-361-4100

Who we are

Who is providing this notice?

McNamara Capital Investment Group, LLC

What we do

How do we 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 do we 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

  • 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.

What happens when I limit sharing for an account I hold jointly?

Your choices will apply to everyone on your account—unless you tell us otherwise.

 

Definitions

Affiliates

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

Non-affiliates

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

Joint marketing

A formal agreement between non-affiliated financial companies that together market financial products or services to you.

Mail-in Form

If you have a joint account, your choice(s) will apply to everyone on your account unless you mark below.

  • Apply only to me

Mark any you want to limit:

  • Do not allow your affiliates to use my personal information to market to me.
  • Do not share my personal information with non-affiliates to market their products and services to me.

Name
Address
City, State, Zip
Account #

Mail to:
McNamara Capital Investment Group, LLC
7350 West College Drive, Suite 101
Palos Heights, IL 60463