Privacy Policy
Who we are
Our website address is: http://premadvisor.com.
Protecting our clients’ privacy is very important for us. In providing services and products to you, we collect certain nonpublic information about you. We would like you to know that our policy is to keep this information confidential and to use or disclose it only as needed to provide services to you, or as permitted by law.
The nonpublic personal information we have about you includes what you give us in connection with your transactions or communication with us. This could include
- Your name and address
- Social Security Number
- Tax Returns
- Financial position
- Employment
- Account balance and account transactions.
We use information about you to provide our asset management services to you, such as managing your investment account. We may disclose this information to third parties as permitted by law, including the outside broker-dealers, custodians, administrators, transfer agents, accountants or attorneys that we need to use to provide our services to you. From time to time, we must give information about our business to regulatory authorities and to others in situations such as:
- If you request or authorize the disclosure of the information;
- To provide client account services or account maintenance;
- To respond to a subpoena or court order, judicial process, law enforcement or regulatory authorities;
- To perform services for the firm or on its behalf to develop or maintain proprietary trading or other software;
- In connection with a proposed or actual sale, merger, or transfer of all or a portion of our business or an operating unit; and
- To help us prevent fraud.
If, at any time in the future, it is necessary to disclose any of client personal information in a way that is inconsistent with this policy, we will give our clients advance notice of the proposed disclosure so that they will have the opportunity to opt out of such disclosure.
We take steps to safeguard client information. We restrict access to the personal and account information of our clients to our employees and agents for business purposes only. We maintain physical, electronic and procedural safeguards to guard your personal information.
Additionally, we attempt to keep client information as accurate and complete as we can. Please contact us if you believe that any information about you is not accurate.
We reserve the right to change this Statement of Privacy Policy. The examples contained within this Privacy Policy are illustrations and they are not intended to be exclusive. If you have any questions about our Privacy Policy, please contact Advisor.