What Does Motley Fool Funds Trust 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 type of personal information we collect and share depend on the product of service you have with us. This information can include:

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

When you are no longer a 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 The Motley Fool Funds Trust chooses to share; and whether you can limit this sharing.

   Reasons we share your personal information Does the Motley Fool Funds share? Can you limit this sharing?

For our everyday business purposes — such as to process your transaction, maintain your account(s), provideyou with necessary information, respond to court orders and legal investigation, or report to credit bureaus

Yes No

   For our marketing purposes — to offer our products and services to you

Yes Yes
    For joint marketing with other financial companies No We don't share

 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 Yes Yes
     For nonaffiliates to market to you No We don't share

To limit our sharing:

Please note:

If you are a new customer, we can begin sharing your information 30 days from the days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice.However, you can contact us at any time to limit our sharing. 

Questions: Call 1-888-863-8803 or go to www.FoolFunds.com 

What we do:

How does The Motley Fool Funds 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 physical, electronic, and procedural safeguards, including encryption, authentication and secured buildings and files.

How does The Motley Fool Funds collect my personal information?

We collect your personal information, for example, when you:

  • open an account or provide account information
  • make deposits or withdrawals from your account
  • make a wire transfer or tell us where to send the money

We also collect your personal information from 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
  • make deposits or withdrawals from your account
  • sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

What happens when I limit sharing for an account I hold jointly with someone else?

Your choices will apply to everyone on your account.

Definitions:

Affiliates Companies related by common ownership or control. They can be financial and nonfinancial companies. Our affiliates include companies with a Motley Fool name; financial companies such as Motley Fool Asset Management, LLC; and nonfinancial companies such as The Motley Fool, LLC and The Motley Fool Holdings, Inc.

Nonaffiliates Companies not related by common ownership or control. They can be financial and nonfinancial companies. The Motley Fool Funds Trust 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. The Motley Fool Funds Trust doesn’t jointly market.