Your trusted partner for every financial decision • Serving Montgomery County, PA & Nationwide
This is the federal privacy notice for Fat Cat Financial, LLC. It explains what personal information we collect, whether we share it, and the choices you have. It is written to follow the model form required under federal financial-privacy law, so you can see exactly where we stand on each point.
Rev. July 27, 2026.
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.
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
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 we choose to share; and whether you can limit this sharing.
Here are the reasons financial companies can share your personal information, and where Fat Cat Financial stands on each.
Reasons we can share your personal information
Do we 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
No
NA
For joint marketing with other financial companies
No
NA
For our affiliates’ everyday business purposes — information about your transactions and experiences
No
NA
For our affiliates’ everyday business purposes — information about your creditworthiness
No
NA
For our affiliates to market to you
No
NA
For non-affiliates to market to you
No
NA
For buying, selling, or sharing of client data gathered for text messaging
No
NA
If you are a new customer, we can begin sharing your information from the date you received 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.
Fat Cat Financial, LLC.
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.
We collect your personal information, for example, when you:
Federal law gives you the right to limit only:
State laws and individual companies may give you additional rights to limit sharing.
Your choices will apply to everyone on your account — unless you tell us otherwise.
Companies related by common ownership or control. They can be financial and nonfinancial companies.
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
A formal agreement between non-affiliated financial companies that together market financial products or services to you.
