Privacy Policy
1st April, 2024
Dear Client:
The enclosed privacy policy details Credit Capital Investments, LLC’s handling of the information that we have in our records that is personal and private to you. It reiterates our commitment to keeping that information private.
Please note, you are not required to take any action as a result of receipt of this disclosure. If, however, after reading the enclosed you have any questions or comments, please call me at 973-315-3000.
We thank you for allowing us to manage a portion of your assets and look forward to a long and prosperous relationship.
Sincerely,
Chief Compliance Officer
PRIVACY POLICY OF CREDIT CAPITAL INVESTMENTS, LLC
At CCI we recognize that your relationship with us is based on trust and the expectation that we will always act in your best interests. Because you have entrusted us with the management of a portion of your assets, we take very seriously our obligation to protect and safeguard the privacy of your personal and financial information. What follows below is the current privacy policy for CCI.
Information We Collect
In the course of doing business with you, we collect non-public personal information about you, such as:
- Information we receive from you on applications or other forms, such as social security number, income, occupation and birth date; and
- Information about your transactions with us, or others, such as account balances, assets and past transactions.
Disclosure of Information to Unaffiliated Third Parties
We do not disclose any non-public personal information about our customers or former customers to any unaffiliated third parties, except as permitted by law. In the course of servicing you, we may share some information with our service providers, such as transfer agents, custodians, broker-dealers, accountants and lawyers.
Disclosure of Information to Affiliates
We do not disclose any non-public personal information about our customers or former customers to any of our affiliates, except as permitted by law.
Security Standards
We restrict access to non-public personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your non-public personal information and ensure its integrity and confidentiality.
As emphasized above, it has always been and will always be CCI’s policy never to sell information about current or former customers or their accounts to unaffiliated third parties; nor is it CCI’s policy to share information unless it is required to process the transaction, at the request of our customer or as required by law.