Privacy Policy

Facts

What do CION Investments and its affiliates (collectively, CION) 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: Your name, address, phone number, e-mail address, social security number and your transactions with us. When you are no longer our customer, we may continue to share your information as described in this notice.

How?

All financial companies need to share personal information to run their everyday business. In the section below, we list the reasons financial companies can share their personal information; the reasons we choose to share; and whether you can limit this sharing.

Reasons we can share your personal information

Does CION
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 NO
For joint marketing with other financial companies NO NO
For our affiliates’ everyday business purposes — information about your transactions and experiences NO NO
For our affiliates’ everyday business purposes — information about your creditworthiness NO NO
For non-affiliates to market to you NO NO

Who We Are

Who is providing this notice?

CION Investments and its affiliates (collectively, CION)


What We Do

How does CION 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. We also maintain physical, electronic and procedural protections in accordance with applicable standards. We restrict access to employees and others for lawful business purposes to assist in providing products or services to you. Employees who violate our privacy policy are subject to disciplinary action. In the unlikely event that any unauthorized person gains access to your personal information, we will contact you as soon as possible, consistent with the needs of law enforcement.

How does CION collect my personal information?

We collect your personal information, for example, when you establish your investment or give us contact information.

Why can’t I limit all sharing?

Federal law gives you the right to limit only
(1) sharing for affiliates’ everyday business purposes — information about your creditworthiness
(2) affiliates from using your information to market to you
(3) sharing for non-affiliates to market to you

CION does not share your personal information.

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.

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


For Other Important Information

For helpful information about identity theft, visit the Federal Trade Commission’s (FTC) consumer website.

Questions?

Call 800.343.3736

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