Privacy Policy

WHAT DOES AIS 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 requiresus 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 productor service you have with us. This information can include:
• Social Security number or taxpayer identification number
• Home address or email address
• Assets, income and financial information

When you are no longer our customer,we continue to share your information as described in this memorandum.
    

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 chooses to share; and whether you can limit this sharing.
REASONS WE CAN SHARE YOUR PERSONAL INFORMATION DOES AIS SHARE?

CAN YOU LIMIT THIS SHARE?

For our every day 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

Yes

For our marketing purposes— to offer our products and services to you

Yes

Yes

For joint marketing with other financial companies

No

We don’t share

For our affiliates everyday business purposes— information about your transactions and experiences

No

We don’t share

For non-affiliates to market to you

No

We don’t share
WHO WE ARE
Who is providing this notice?
Advisory Investor Services, LLC
2501 Eagle Run Dr.
Weston, FL 33327

WHAT WE DO
How does AIS 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.
   
We collect your personal information, for example, when you:
• open an account or
• invest or deposit or withdraw money

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

• sharing for affiliates everyday business purposes information about your credit worthiness
• affiliates from using your information to market to you
• sharing for non-affiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

DEFINITIONS
Affiliates
Companies related by common owners hiporcontrol. They can be financial and non-financial companies.

Non-affiliates
Companies not related by common owners hiporcontrol. They can be financial and non-financial companies.

Joint marketing
A formal agreement between non-affiliated financial companies that together market financial products or services to you.

 
 
OTHER IMPORTANT INFORMATION
Our relationship with you is one of our most vital assets. We recognize that you have entrusted us with your private financial information, and we will do our utmost to maintain this trust.  From time to time, we may amend our privacy policy. You will receive appropriate notice when our privacy policy changes.
 
Questions?
Call (786) 556-1572