FACTS

WHAT DOES FIRST NATIONAL REALTY PARTNERS LLC DO WITH YOUR PERSONAL INFORMATION?

Why?
Financial institutions choose how they share your personal information. Federal laws and State laws gives consumers the right to limit some but not all sharing. These laws also require us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What?
During the normal course of business, First National Realty Partners LLC collects certain personally identifiable financial information about its customers to ensure that it offers the highest quality financial services and products. This information can include:
  1. Social Security numbers and information we receive from you on applications or other
    forms
  2. Extensive financial information, including account balances, sources of wealth, assets and transaction history
  3. Employment information including income Investment experience and risk tolerance
  4. Information collected through an internet “cookie” (information collecting device from a web server)
  5. Information we receive from a consumer reporting agency
Even when you are no longer our customer, we will continue to share your information only as described in this notice.
How?
All financial institutions 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 First National Realty Partners LLC chooses to share; and whether you can limit this sharing.
Reasons we can share your personal information.
Does First National Realty Partners LLC 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

No

For our affiliates’ everyday business purposes—
information about your transactions and experiences

Yes

No

For our affiliates’ everyday business purposes—
information about your creditworthiness

No

Yes

For nonaffiliates to market to you

No

Yes

Questions?

Call (800) 605-4966 or go to www.fnrpusa.com

Who we are.

Who is providing this notice?

First National Realty Partners LLC

What we do.

How does First National Realty Partners LLC 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. First National Realty Partners LLC also restricts access to your personal information to those employees who need to know that information to provide services to you.
How does First National Realty Partners LLC protect my personal information?
We collect your personal information, for example, when you
  1. Open an account or give us your income information
  2. Tell us about your assets, investments or net worth
  3. Make deposits or withdrawals from your account
  4. Enter into contracts with us
We also collect your personal information from other companies, such as the custodians that hold your account assets.
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 nonaffiliates to market to you
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.
  1. Our affiliates include, without limitation, the funds and various other entities owned and operated by FNRP to conduct our business operations.
Nonaffiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

  1. We may share collected information with certain nonaffiliated third parties such as attorneys, accountants, auditors, and persons/entities that are assessing our compliance with industry standards; however, First National Realty Partners LLC 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.
  1. First National Realty Partners LLC does not jointly market.