Privacy Policy

What does WIF 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 can include: name, date of birth and social security number address and other contact information investment balances and transaction history
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 Chase chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information

	Does WIF share?	Can you limit sharing?
For our everyday business purposes – such as to process your transactions, maintain your investment(s), or respond to court orders and legal investigations	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

What we do


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 open an investment make changes to an existing investment
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. 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.

Definitions


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. We do not share with nonaffiliates to allow them to market to you.
Joint marketing	A formal agreement between nonaffiliated financial companies that together market financial products or services to you. We have no joint marketing partners.

Who we are

Wesleyan Investment Foundation, Inc.

Call (317) 774-7300 with any questions you may have about this privacy notice.

Other important info

California and Vermont Residents: We will not share information we collect about you with nonaffiliates, except as permitted by law, including, for example, with your consent or to provide financial services you have requested.