Uniplan Investment Company, Inc.

Privacy Policy

Rev 03/2018

WHAT DOES UNIPLAN INVESTMENT COUNSEL, INC. DO WITH YOUR PERSONAL 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 depend on the product or service you have with us. This information can include:
– Information on your account application or other forms, including your name, address, Social Security number, marital status, assets, and income.

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 clients’ personal information to run everyday business. In the section below, we list the reasons financial companies share their clients’ personal information; the reasons Uniplan Investment Counsel, Inc., chooses to share; and whether you can limit this sharing.

 

Reasons we can share your personal information

Does Uniplan Investment
Counsel, Inc. 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
NO N/A
For joint marketing with other financial companies NO N/A
For our affiliates’ everyday business purposes –
Information about your transactions and experiences
NO N/A

For our affiliates’ everyday business purposes –
Iformation about your creditworthiness

NO N/A
For nonaffiliates to market to you NO N/A

 QUESTIONS?

Call (262) 534-3000 or e-mail: mjacobson@Uniplanic.com

Who we are

Who is providing this notice?

Uniplan Investment Counsel, Inc.

Uniplan Real Estate Advisors, Inc.

 

 

What we do

 

How does Uniplan Investment Counsel, Inc., 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.

 

How does Uniplan Investment Counsel, Inc., collect my personal information?

 

We collect your personal information, for example when you:

 

  • Open an account

 

Why can’t I limit all sharing?

 

Federal law gives you the right to limit only

 

  • sharing of 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.

 

 

Definitions

 

Affiliates

 

Companies related by common ownership or control.  They can be financial and nonfinancial companies.

 

  • Uniplan Investment Counsel, Inc., does not share your information with Affiliates

 

Nonaffiliates

 

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

 

  • Uniplan Investment Counsel, Inc., only shares your information with Nonaffiliates that provide services in connection with your investments and other transactions.

 

Joint marketing

 

A formal agreement between nonaffiliated financial companies that together market financial product or services to you.

 

  • Uniplan Investment Counsel, Inc., does not share your information for Joint marketing.

Other important information