Privacy Notice

January 1, 2025

What does Country Club Financial Services, Inc. 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 product or service you have with us. This information can include:

  • Income
  • Birthdate
  • Social security number

When you are no longer our 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 reason Country Club Financial Services, Inc. chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information Does Country Club Financial Services, Inc. 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 No NA
For our affiliates' to market to you No NA
For our nonaffiliates' to market to you No NA
What We Do  
How does Country Club Financial Services, Inc. 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.
How does Country Club Financial Services, Inc. collect my personal information? We collect your personal information, for example, when you
  • Apply for a life insurance policy
  • Purchase an annuity
  • Request a quote for insurance
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.
Definitions  
Affiliates Companies related by common ownership or control. They can be financial and non-financial companies.
  • Our affiliates include companies with the common corporate identity of Country Club Financial Services, Inc.: CCB Financial Corporation, Country Club Bank and Asset Management Group.
Nonaffiliates Companies not related by common ownership or control. They can be financial and non-financial companies.
  • Country Club Financial Services, Inc. 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.
  • Country Club Financial Services, Inc. does share for joint marketing.

Country Club Financial Services, Inc. dba The Capital Corporation is a subsidiary of Country Club Bank, Kansas City, MO.

2001 Shawnee Mission Pkwy Ste 105, Mission Woods, KS 66205 | 913-498-8188

Not FDIC insured. No bank guarantee. May lose value. Member FINRA, SIPC. Check the background of this firm and investment professionals on FINRA's BrokerCheck.

Country Club Bank is an Equal Opportunity Employer