Rev. July 2014
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.
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 income, Account balances and transaction history Investment experience and assets
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 Physika Investments LLC chooses to share; and whether you can limit this sharing.
To limit our sharing Call 844-749-7452 within the U.S. or 312-754-9900 from outside the U.S.— our menu will prompt you through your choices.
If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing. Questions? Call 844-754-9900 or 312-754-9900.
Who is providing this notice? Physika Investments LLC (also "Physika") and its affiliates. See list of affiliates below.
How does Physika 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. To learn more about security at Physika, please visit www.PhysikaInvestments.com.
How does Physika collect my personal information? We collect your personal information, for example, when you open an account or give us your income information, seek advice about your investments, tell us about your investment , retirement portfolio or
make deposits or withdrawals from your account .We also collect your personal information from others, such as credit bureaus, affiliates, or other companies.
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. See below for more on your rights under state law.
What happens when I limit sharing for an account I hold jointly with someone else? Your choices will apply to everyone on your account.
Affiliates Companies related by common ownership or control. They can be financial and non-financial companies.
Our affiliates include companies with a Physika name.
Non-affiliates Companies not related by common ownership or control. They can be financial and non-financial companies. Physika Investments LLC does not share with non-affiliates so they can market to you.
Joint marketing A formal agreement between non-affiliated financial companies that together market financial products or services to you. Physika Investments LLC doesn't jointly market.
If you are a Vermont resident, we will automatically limit sharing of your information. Nevada law requires us to disclose that you may request to be placed on Physika's internal "do not call" list at any time by calling 844-754-9900, and that we are providing this notice to you pursuant to state law, and that you may obtain further information by contacting the Nevada Attorney General, 555 E. Washington Ave., Suite 3900, Las Vegas, NV 89101; phone 702-486-3132; email BCPINFO@ag.state.nv.us.
To learn more about our online privacy practices (e.g. "tracking"), please go to www.PhysikaInvestments.com/onlineprivacy.
Because the most valuable asset is peace of mind.
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