Privacy Policy | Community Capital Management, LLC

FACTS	WHAT DOES COMMUNITY CAPITAL MANAGEMENT, LLC (“CCM”) 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: Social Security number account balances account transactions transaction history wire transfer instructions checking account information 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 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 CCM chooses to share; and whether you can limit this sharing.

FACTS

WHAT DOES COMMUNITY CAPITAL MANAGEMENT, LLC (“CCM”) 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:

Social Security number
account balances
account transactions
transaction history
wire transfer instructions
checking account information

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 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 CCM chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information	Does CCM 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	Yes	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	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

Questions?

Call 201-482-4860 or go to ccminvests.com

Who is providing this notice?

Community Capital Management (“CCM”)

What we do
How does CCM 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 CCM collect my personal information?	We collect your personal information, for example, when you open an account provide account information give us your contact information make a wire transfer tell us where to send the money We also collect your information from others, such as credit bureaus, affiliates, or other companies.
Why can’t I limit all sharing?	Federal law gives you the right to limit only sharing for 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.

What we do

How does CCM 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 CCM collect my personal information?

We collect your personal information, for example, when you

open an account
provide account information
give us your contact information
make a wire transfer
tell us where to send the money

We also collect your information from others, such as credit bureaus, affiliates, or other companies.

Why can’t I limit all sharing?

Federal law gives you the right to limit only

sharing for 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. CCM’s sole affiliates are its managed funds held within the Community Capital Trust and the Quaker Investment Trust.
Nonaffiliates	Companies not related by common ownership or control. They can be financial and nonfinancial companies. CCM doesn’t share with nonaffiliates so they can market to you. CCM may share information with nonaffiliates that perform marketing services on our behalf.
Joint marketing	A formal agreement between nonaffiliated financial companies that together market financial products or services to you. CCM may share your information with other financial institutions with whom we have joint marketing arrangements who may suggest additional services or other investment products which may be of interest to you.

Definitions

Affiliates

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

CCM’s sole affiliates are its managed funds held within the Community Capital Trust and the Quaker Investment Trust.

Nonaffiliates

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

CCM doesn’t share with nonaffiliates so they can market to you. CCM may share information with nonaffiliates that perform marketing services on our behalf.

Joint marketing

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

CCM may share your information with other financial institutions with whom we have joint marketing arrangements who may suggest additional services or other investment products which may be of interest to you.