FACTS	What does Coterie Finance LLC 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 products or services you have  with us. This information can include: n Social Security number and employment information n Account balances and payment history n Assets and investment experience.
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 Coterie Finance LLC chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information	Does Coterie Finance LLC  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	Yes	Yes
For our affiliates to market to you	Yes	Yes
For nonaffiliates to market to you	No	We don’t share

To limit our sharing

n Visit us online: thecoterie.me/privacy or n Mail the form below to Coterie Finance LLC, 530 Lytton Avenue, 201ResCo-work01, 2nd Floor, Palo Alto, CA 94301 If you are a new customer, we can begin sharing your information 30 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?

Email privacy@thecoterie.me or go to thecoterie.me/privacy

#

Mail-in Form
If you have a joint account, your choice(s) will apply to everyone on your account unless you mark below q Apply my choices only to me	Mark any/all you want to limit: q Do not share information about my creditworthiness with you affiliates for their everyday business purposes q Do not allow your affiliates to use my personal information to market to me.
	Name	Mail to: Coterie Finance LLC 530 Lytton Avenue 201ResCo-work01 2nd Floor Palo Alto, CA 94301
	Address
	City, State, Zip
	Account #

Who we are
Who is providing this notice?	Coterie Finance LLC is providing this notice on behalf of Coterie Finance LLC, and its affiliates, including Coterie Master Fund I, LLC, The Coterie.Me, Inc., and The Coterie GP, LLC.

What we do
How does Coterie Finance LLC 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 systems, policies and procedures designed to protect your personal information physically, electronically and procedurally from being accessed by unauthorized persons.
How does Coterie Finance LLC collect my personal information?	We collect your personal information, for example, when you n Apply for a loan or give us your contact information n Pay your bills or tell us about your investment or retirement portfolio n Provide employment information We also collect your personal 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 n sharing for affiliates’ everyday business purposes—information about your creditworthiness n affiliates from using your information to market to you n 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 account I hold jointly with someone else?	Your choices will apply to everyone on your account - unless you tell us otherwise.

Definitions
Affiliates	Companies related by common ownership or control. They can be financial and nonfinancial companies. n Coterie Finance LLC’s affiliates include Coterie Master Fund I, LLC, The Coterie.me, Inc., and The Coterie GP, LLC
Nonaffiliates	Companies not related by common ownership or control. They can be financial and nonfinancial companies. n Nonaffiliates we share with can include financial services companies and nonfinancial companies.
Joint marketing	A formal agreement between nonaffiliated financial companies that together market financial products or services to you. n Our joint marketing partners include financial services companies.

Other important information

n For California Customers: Under California law, we will not share information we collect about you to nonaffiliates, unless the law allows. For example, we may share information with your consent, to service your accounts, or to as necessary to prevent fraud, or as otherwise authorized by California law. We will limit sharing among our affiliates to the extent required by California law.  For additional choices, please refer to Important Privacy Choices for Consumers on the following page.

IMPORTANT PRIVACY CHOICES FOR CONSUMERS

As a California consumer, you have the right to control whether we share some of your personal information. Please read the following information carefully before you make your choices below.

Your Rights

You have the following rights to restrict the sharing of personal and financial information with our affiliates (companies we own or control) and outside companies that we do business with. Nothing in this form prohibits the sharing of information necessary for us to follow the law, as permitted by law, or to give you the best service on your accounts with us. This includes sending you information about some other products or services.

Your Choices

Restrict Information Sharing With Companies We Own or Control (Affiliates): Unless you say “No,” we may share personal and financial information about you with our affiliated companies.

  NO, please do not share personal and financial information with your affiliated companies.

Restrict Information Sharing With Other Companies We Do Business With To Provide Financial Products And Services: Unless you say “No,” we may share personal and financial information about you with outside companies we contract with to provide financial products and services to you.

  NO, please do not share personal and financial. Information with outside companies you contract with to provide financial products and services.

--------------------------------------------------------------------------------------------------------------------------------------------

Time Sensitive Reply

You may make your privacy choice(s) at any time. Your choice(s) marked here will remain unless you state otherwise. However, if we do not hear from you we may share some of your information with affiliated companies and other companies with whom we have contracts to provide products and services.

Name: ___________________________________________________________

Account or Policy Number(s): _________________________________________

Signature: ________________________________________________________

To exercise your choices do one of the following:

(1) Fill out, sign and send back this form to us using the envelope provided (you may want to make a copy for your records);

(2) Reply electronically by contacting us through the following Internet option: thecoterie.me/privacy