Survey privacy notice

Intended use of survey data

Information collected through the survey may be used to:

• Evaluate potential-member interest and support.
• Estimate expected opening deposits and monthly deposits.
• Estimate potential savings and checking balances.
• Evaluate borrowing needs and potential loan demand.
• Identify financial-service priorities.
• Analyze the geographic distribution of potential members.
• Support feasibility analysis and development of the business plan.
• Support the federal charter application and related regulatory review.

Personal information

The survey may collect information necessary to identify and evaluate potential members, including:

• Name
• Email address
• Phone number
• Affiliated organization
• County and state of residence
• Financial-service interests
• Estimated deposit and borrowing needs

Access to survey information

Access to personally identifiable survey information should be limited to authorized individuals involved in the organization and chartering of Ubuntu Federal Credit Union.

This may include authorized members of the organizing committee, professional advisers, service providers supporting the chartering process, and regulatory authorities when appropriate.

Organization affiliation

Respondents are asked to identify the participating organization with which they are affiliated.

This information helps the organizing committee evaluate participation within the proposed field of membership and prepare information that may be required during the chartering process.

Data security

Survey information is submitted to the Ubuntu organizing system and stored for use in the proposed credit union's organizing and chartering activities.

Reasonable administrative and technical safeguards should be maintained to protect survey information from unauthorized access, disclosure, alteration, or loss.

Aggregated information

Survey responses may also be analyzed in aggregate to understand overall community financial needs.

Aggregated reporting may include participation levels, expected deposits, potential balances, loan demand, geographic distribution, and demand for proposed financial services.