Privacy Policy
Advance Capital may obtain certain nonpublic personal financial information in order to prepare investment or retirement recommendations. This information is provided to employees on a need to know basis in order to service your account. This information includes data received on applications and other forms, as well as transactional information, including the following: Name, Address, Social Security Number, Assets, Account Balance(s), Investment Activity and Other Accounts. This information is kept strictly confidential.
- Advance Capital restricts access to personal and financial information to those employees who need to know such information in order to provide products and services.
- Employees share this information outside the company only as authorized by clients or as required by law.
- Advance Capital does not sell or give information to any unaffiliated third party. Information is shared only as part of normal business operations among affiliates.
- Physical, electronic and procedural safeguards are in place to protect confidential information.