Privacy

FACTS

WHAT DOES FTJ FUNDCHOICE, LLC (“FTJFC”) 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

 

   Income

 

   Assets

 

   Risk tolerance

 

   Transaction history

 

   Checking Account Information

 

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 FTJFC chooses to share; and whether you can limit this sharing.

 

 

Does FTJFC Share?

Can you limit this sharing?

 

Reasons we can share your personal information

 

 

 

For our everyday business purposes - such as to process your transactions, maintain your accounts(s) or respond to court orders and legal investigations. 

YES

NO

 

For our marketing purposes - to offer our products and services to you

NO

We don’t share

 

For joint marketing with other financial companies

NO

We don’t share

 
 

For our affiliates' everyday business purposes - information about your transactions and experiences

NO

We don’t share

 

For our affiliates' everyday business purposes – information about your creditworthiness

NO

We don’t share

 
 

For our affiliates to market to you

NO

We don’t share

 

For non-affiliates to market to you

NO

We don’t share

 

How does FTJFC 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.  

 

How does FTJFC collect my personal information?

We collect your personal information, for example, when you

 

   Enter into an investment advisory contract

 

   Seek financial advice

 

   Make deposits or withdrawals from your   account

 

   Tell us about your investment or retirement portfolio

 

   Give us your employment history

 

Why can't I limit all sharing?

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 non-affiliates to market to you

 

State laws and individual companies may give you additional rights to limit sharing.

 

Definitions

 
 

Affiliates

 

Companies related by common ownership or control. They can be financial and nonfinancial companies.

 

   FTJFC does not share with our affiliates

 

Non-affiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

 

   FTJFC does not share with non-affiliates so they can market to you.

 

Joint Marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

 

   FTJFC does not jointly market.