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Rev. [November 2023]
FACTS | WHAT DOES GATEWAY |
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 depends on the product or service you have with us. |
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 Gateway Wealth Partners, LLC chooses to |
Reasons we can share | Does Gateway | 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 | ÂÂÂYes | ÂÂÂNo |
For our marketing purposes – to offer our products and services to you |  Yes |  No |
For joint marketing with other financial companies | Â No | Â Not Applicable |
For our affiliates’ everyday business purposes – information about your transactions and experiences |    No |    Not Applicable |
For our affiliates’ everyday business purposes – information about your creditworthiness |   No |   Not Applicable |
For our affiliates to market to you | No | Not Applicable |
For nonaffiliates to market to you | No | Not Applicable |
Questions? | Call (920) 731-9293 or go to www.mygfpartner.com |
Who we are | |
Who is providing this notice? | Gateway Wealth Partners, LLC |
What we do | |
How does Gateway Wealth Partners, LLC protect my personal information? | To protect your personal information from |
How does Gateway Wealth Partners, LLC collect my personal information? | We collect your personal information, for example, when you: §  Open an account §  Deposit money §  Seek advice §  Enter into §  Tell us about your We also collect your personal information from other companies. |
Definitions | |
Affiliates | Companies related by common ownership and control. They can be financial and §  We do not share with our affiliates. |
Nonaffiliates | Companies not related by common ownership and control. They can be financial or nonfinancial companies. §  We do not share with nonaffiliates so that they can market to you. |
Joint marketing | A formal agreement between nonaffiliated financial companies that together market financial products or service to you. §  We do not jointly market. |