Privacy Policy Notice

FACTS	WHAT DOES CARDINAL POINT ATHLETE ADVISORS DO WITH YOUR FINANCIAL 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 depends on the product or service you have with us. This information can include: ▪ Social Security number and income ▪ Account balances and assets ▪ Transaction history and investment experience
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 Cardinal Point chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information	Does Cardinal Point 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	Yes	No
For joint marketing with other financial companies	No	Not Applicable
For our affiliates’ everyday business purposes information about your transactions and experiences	Yes	No
For our everyday business purposes 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	Yes
For our affiliates to market to you	Yes	Yes
For non-affiliates to market to you	No	Not Applicable

Questions?

Call 647.598.3951 or go to www.cardinalpointathleteadvisors.com