Consumer Privacy Notice
What does ECP do with your personal information?
Why?
Financial companies choose how they share your personal information. 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 Account Balances
Transaction History and Wire Transfer Instructions
Account Transactions and Assets
When you are no longer our customer, we continue to share your information as described in this notice.
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 DEI chooses to share, and whether you can limit this sharing.
Reasons we can share your personal information
Can you limit this sharing?
Does ECP share?
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
No
Yes
For our affiliates’ everyday business purposes - information about your creditworthiness
No
We don’t share
For non-affiliates to market to you
No
We don’t share
Who we are
Who is providing this notice?
This notice is being provided on behalf of ECP Private Trust Company an the subsidiaries listed in the “Other important information” section.
What we do
How does ECP 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.
Our employees may access personal information only when there is an appropriate reason to do so, such as to administer or offer out products and services.
How does ECP collect my personal information?
We collect your personal information, for example, when you:
open an account or make deposits or withdrawals
make a wire transfer or provide account information
give us your contact information
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 laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law.
Definitions
Affiliates: Companies related by common ownership or control. They can be financial and nonfinancial companies.
Our affiliates include companies with an Equilus name; financial companies such as a brokerdealer, investment advisor, and federal savings association; and nonfinancial companies such as a general purpose corporation.
Nonaffiliates: Companies not related by common ownership or control. They can be financial and nonfinancial companies.
ECP 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.
ECP does not jointly market.
Other Important Information
The information practices we have described above comply with federal law. California and Vermont laws place additional limits on sharing information about their residents. If you are a Vermont or California resident, we will automatically limit the disclosure on your information to affiliated and nonaffiliated third parties as permitted or required by applicable law or regulation.
This notice is being provided on behalf of ECP Trust Company, and the following subsidiaries: Equilus Group Inc. (EGI), ECP Capital Partners, LLC (ECP), ECP Trust Company, and ECP Private Trust Company, collectively “ECP”.