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We
at Advanced Risk Management value your business and respect
your right to privacy. We understand that discreet
confidentiality and security of both your account information
as well as any information that personally identifies you are
of the utmost importance. Information that may be collected is
done so to administer customer accounts, provide superior
service, and offer products and services that will be of
benefit to you.
Categories
of Customer Information
When
you apply for or maintain an account with Advanced Risk
Management we collect personal information about you for
business purposes, such as evaluating your financial needs,
processing your requests and informing you about products and
services that may be of interest to you, and providing
customer service. The personal information we collect about
you includes:
- Information
you provide to us on documents and other forms, such as
your name, address, date of birth, social security number,
occupation, assets, and income;
- Information
about your transactions with us and with our affiliates;
How
We Protect Personal Information
We limit access to
your personal information to those employees who need to know
in order to conduct our business, service your account, and
help you accomplish your financial objectives, such as
providing you with our services. Our employees are required to
maintain and protect the confidentiality of your personal
information and must follow established procedures to do so.
We maintain physical, electronic, and procedural safeguards to
protect your personal information. We do not rent or sell your
name or personal information to anyone.
Sharing
Information With Our Affiliates
We may share personal
information described above with our affiliates for business
purposes, such as servicing customer accounts and informing
customers about new services, and as permitted by applicable
law.
The information we share with
affiliates for marketing purposes may include the information
described above, such as name, address and phone number, but
will not include other credit information, such as net worth
and income.
Disclosure
to Non-Affiliated Third Parties
We do not share
any customer information with third party marketers offering
products and services that do not directly relate to the
Futures Industry. Also, we may disclose personal information
with non-affiliated companies and regulatory authorities as
permitted or required by applicable law. For example, we may
disclose personal information to cooperate with regulatory
authorities and law enforcement agencies to comply with
subpoenas or other official requests, and as necessary to
protect our rights or property. Except as described in this
privacy policy, we will not use your personal information for
any other purpose unless we describe how such information will
be used at the time you disclose it to us or we obtain your
permission to do so.
Your
Ability to Exercise a Choice
We are dedicated
to protecting your privacy as well as providing products and
services that we believe will be of benefit to you. If you
wish not to be considered for products and services that may
not be account related and wish to opt-out of any future
communication, simply send us a letter expressing your wishes.
Send
your request to:
Advanced
Risk Management
17130 Dallas Parkway, Suite 265
Dallas, Texas 75248
Attn: Compliance Officer
Include the
following:
Full name
Address
Email Address
In
order for your request to be properly processed, please print
clearly and do not include any other type of correspondence in
the envelope. Remember to include all accounts that you wish
this request to apply to. Please allow approximately 4-6 weeks
for your request to take effect.
Ensuring
your information is accurate
If for any reason you are concerned that the personal or
account information maintained at Advanced Risk Management is
not correct, please call us at 1-877-950-9950, or email: clientservices@optionteam.com
and we will be happy to review and update our records as
appropriate.
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