We, CIP Real Estate (“CIP”), recognize the importance of keeping information about you secure and confidential, and are committed to protecting the nonpublic personal and financial information of our customers and consumers who obtain or seek to obtain financial products or services primarily for personal, family or household purposes. We do not sell or share your nonpublic personal and financial information with marketers or others outside our affiliated group of companies. We fulfill our commitment by establishing and implementing policies and systems to protect the security and confidentiality of this information.

In our offices, we limit access to nonpublic personal and financial information about you to those CIP personnel who need to know the information in order to provide products or services to you. We maintain physical, electronic and procedural safeguards to protect your nonpublic personal and financial information.

We may collect the following types of nonpublic personal and financial information about you: (1) your name, address and identifying numbers, and other personal and financial information, from you and from identification cards and papers you submit to us, on applications, subscription agreements or other forms or communications; (2) information about your account balances and financial investments and other personal and financial information, from consumer credit reporting agencies or other non-affiliated third parties, to verify information received from you or others, if needed.

We may disclose your name, address and account and other identifying numbers, as well as information about your pending or past transactions and other personal financial information, to non-affiliated third parties, for our everyday business purposes such as necessary to administer and service your account and commingled investment vehicles in which you are invested, to market our products and services through joint marketing arrangements or to respond to court orders and legal investigations.

We may disclose nonpublic personal and financial information concerning you to law enforcement agencies, federal regulatory agencies, self-regulatory organizations or other non-affiliated third parties, if required or requested to do so by a court order, judicial subpoena or regulatory inquiry.

We do not otherwise disclose your nonpublic personal and financial information to non-affiliated third parties, except where we believe in good faith that disclosure is required or permitted by law.We do not disclose nonpublic personal and financial information about former customers to non-affiliated third parties unless required or requested to do so by a court order, judicial subpoena or regulatory inquiry, or otherwise where we believe in good faith that disclosure is required or permitted by law. When you are no longer our customer, we continue to disclose your information as described above.

Financial products offered by CIP:

  • Are not guaranteed by a bank;
  • Are not obligations of CIP;
  • Are not insured by the Federal Deposit Insurance Corporation;
  • Are subject to investment risks, including possible loss of the principal amount committed or invested, and earnings thereon.