How we collect, share, and protect your personal information.
WHAT DOES VICTRIX INVESTMENT ADVISORS LLC (“VIA”) DO WITH YOUR 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.
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 and account balances
▪ Income and transaction history
▪ Account information and wire transfer instructions
▪ Employment information
When you are no longer our customer, we continue to share your information as described in this notice.
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 VIA chooses to share; and whether you can limit this sharing.
Call VIA at (772) 320-9658 or
email us at Will@VictrixInvestmentAdvisors.com
Victrix Investment Advisors LLC (“VIA”)
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 collect your personal information, for example, when you
▪ open an account or enter into an investment advisory contract
▪ provide account information or give us your contact information
▪ make a wire transfer
Federal law gives you the right to limit only
▪ sharing for affiliates’ everyday business purposes – information about your creditworthiness
▪ affiliates from using your information to market to you
▪ sharing for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
▪ Nonaffiliates with whom we may share information (except to permit them to market to you) can include financial companies, such as custodians, transfer agents, registered representatives and financial advisors, and nonfinancial companies, such as fulfillment, proxy voting service providers.
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
▪ VIA does not jointly market.
