Facts: What does Advocacy Wealth Management 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:
• Social Security number
• Tax ID number
• Income
• Account balances
• Assets and Investment experience
When you are no longer our customer, we may 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 reasons Advocacy Wealth Management chooses to share; and whether you can limit this sharing.
| Reasons we can share your personal information | Does Advocacy 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 | Yes |
| FOR OUR MARKETING PURPOSES — to offer our products and services to you |
Yes | Yes |
| FOR JOINT MARKETING WITH OTHER FINANCIAL COMPANIES | Yes | Yes |
| FOR OUR AFFILIATES’ EVERYDAY BUSINESS PURPOSES — information about your transactions and experiences |
Yes | Yes |
| FOR OUR AFFILIATES’ EVERYDAY BUSINESS PURPOSES — information about your creditworthiness |
Yes | Yes |
| FOR OUR AFFILIATES TO MARKET WITH YOU | Yes | No |
| FOR NONAFFILIATES TO MARKET TO YOU | No | We don't share |
Questions?
Call toll-free 1-800-633-2967
To limit our sharing, call 1-800-633-2967
Please note: If you are a new customer, we can begin sharing your information (30) days from the date we sent this notice. When you are no longer our customer, we may continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.
| WHO WE ARE | |
|---|---|
| Who is providing this notice? | Advocacy Wealth Management or “Advocacy” means Advocacy Wealth Management LLC located at 3350 Riverwood PKWY, Ste GL-28, Atlanta, GA 30339. |
| WHAT WE DO | |
|---|---|
| How does Advocacy Wealth Management 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 also maintain other physical, electronic and procedural safeguards to protect this information and we limit access to information to those employees for whom access is appropriate. |
| How does Advocacy Wealth Management collect my personal information? | We collect your personal information, for example, when you
|
| Why can't I limit all sharing? | Federal law gives you the right to limit only
|
| What happens when I limit sharing for an account I hold jointly with someone else? | Your choices will apply to everyone on your account(s). |
| DEFINITIONS | |
|---|---|
| Affiliates | Companies related by common ownership or control. They can be financial and non-financial companies. Our affiliates include:
|
| Non-affiliates | Companies not related by common ownership or control. They can be financial and non-financial companies.
|
| Joint Marketing | A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
|
