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 can include:
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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 WIF chooses to share; and whether you can limit this sharing. |
Does WIF share? | Can you limit sharing? | |
|---|---|---|
For our everyday business purposes – such as to process your transactions, maintain your investment(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 | We don’t share |
For our affiliates’ everyday business purposes – information about your creditworthiness | No | We don’t share |
For our affiliates to market to you | No | We don’t share |
For nonaffiliates to market to you | No | We don’t share |
How does WIF 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 authorize our employees to get your information only when they need it to do their work, and we require companies that work for us to protect your information. | |
How does WIF collect my personal information? | We collect your personal information, for example, when you
We also collect your personal information from others, such as credit bureaus or other companies. | |
Why can’t I limit all sharing? | Federal law gives you the right to limit only:
State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law. | |
What happens when I limit sharing for an investment I hold jointly with someone else? | Your choices will apply to everyone on your investment. |
Affiliates | Companies related by common ownership or control. They can be financial and non financial companies. |
Nonaffiliates | Companies not related by common ownership or control. They can be financial and non financial companies.
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Joint marketing | A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
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Wesleyan Investment Foundation, Inc.
Call (317) 774-7300 with any questions you may have about this privacy notice.
NV: We are providing you this notice pursuant to Nevada law. If you prefer not to receive marketing calls from us, you may be placed on our Internal Do Not Call List by calling (317) 774-7300, or by writing to us at P.O. 7250, Fishers, IN 46038. For more information, contact us at the address above, or email [email protected], with “Nevada Annual Notice” in the subject line. You may also contact the Nevada Attorney General’s office: Bureau of Consumer Protection, Office of the Nevada Attorney General, 555 E. Washington St., Suite 3900, Las Vegas, NV 89101; telephone number: 1 (702) 486-3132; email [email protected]
CA: Accounts with a California mailing address are automatically treated as if they have limited the sharing with nonaffiliates as described
This website and the material provided in it do not constitute an offer to sell nor a solicitation to buy WIF investments. The offering of WIF investments is made solely through WIF’s Offering Circular and only in states where authorized. The securities are subject to certain risk factors described in the Offering Circular. Investors should carefully read the Offering Circular before investing. WIF is not a bank and the investments are not FDIC or SIPC insured.