Privacy Notice | MPIC

MPIC Privacy Notice

Effective Date: June 12, 2025

Scope of This Notice

This Privacy Notice applies to all Ministry Partners Investment Company, LLC ("MPIC") customers, applicants, and website visitors. It explains how we collect, use, and protect your personal information. Please review it carefully.

How MPIC Handles Your Personal Information

Why?

Financial companies choose how they share your personal information. Federal law gives consumers rights to limit some but not all sharing. It also requires us to tell you how we collect, share, and protect your personal information.

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 and income
  • Account balances and transaction history
  • Assets and investment experience

Even after your relationship with us ends, 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. The table below lists reasons financial companies can share, whether MPIC shares, and whether you can limit it:

Reason for sharing Does MPIC share? Can you limit this sharing?
For our everyday business purposes Yes No
For our marketing purposes Yes No
For joint marketing with other financial companies No We don’t share
For our affiliates’ everyday business purposes Yes No
For our affiliates’ credit-related activities No We don’t share
For our affiliates to market to you No We don’t share
For non-affiliates to market to you No We don’t share

Questions?

Call us at (800) 753-6742 or visit www.ministrypartners.org

Who We Are

Who is providing this notice?
Ministry Partners Investment Company, LLC (“MPIC”)

What We Do

How does MPIC protect my personal information?
We use physical, administrative, and technical safeguards to protect your personal information from unauthorized access, use, or disclosure.

How does MPIC collect my personal information?
We collect your personal information when you:

  • Open an account
  • Provide account or contact information
  • Conduct transactions
We may also collect information from others, such as credit bureaus and service providers.

Why can’t I limit all sharing?
Federal law gives you the right to limit only:

  • Sharing for affiliates’ credit-related activities
  • Affiliates using your information for marketing
  • Sharing for non-affiliates to market to you

Definitions

Affiliates: Companies related by common ownership or control. Our affiliates include Ministry Partners Securities, LLC.

Non-affiliates: Companies not related by ownership or control. We may share limited information with non-affiliated service providers who assist with processing transactions, servicing accounts, or supporting operations. These providers are contractually required to protect your information and use it only for the services we request.

Joint Marketing: A formal agreement between non-affiliated financial companies to jointly market financial products or services to you. MPIC does not participate in joint marketing.

Data Retention and Security

We retain your personal information only as long as necessary to fulfill legal and business purposes, and comply with applicable regulations such as those from the SEC and FINRA. We employ safeguards to protect your information.

SMS Text Messaging

By opting in to receive SMS messages from MPIC, you consent to receive texts for account-related alerts or updates. Message frequency may vary. Message and data rates may apply.

You may opt out at any time by replying STOP. For help, reply HELP or call (800) 753-6742.

MPIC does not share or sell SMS opt-in data with third parties for marketing purposes. All SMS data is used solely for account-related support and regulatory compliance.

Changes to This Privacy Notice

We may update this Privacy Notice periodically. The latest effective date will be posted above. Continued use of our services after changes indicates acceptance of the revised Notice.

Questions?

Call (800) 753-6742 or visit www.ministrypartners.org