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.