Who is providing this notice? XY Investment Solutions, LLC
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 building.
We collect your personal information, for example, when you:
We also collect your personal information from other companies.
Companies related by common ownership and control. They can be financial and nonfinancial companies.
Companies not related by common ownership and control. They can be financial or nonfinancial companies.
A formal agreement between non-affiliated financial companies that together market financial products or services to you.
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. It also requires us to explain 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:
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 XY Investment Solutions, LLC chooses to share; and whether you can limit this sharing.
Everyday business purposes: Yes — No Includes processing transactions, maintaining accounts, court orders, or credit reports.
Marketing purposes: Yes — No To offer our products and services.
Joint marketing: No — Not Applicable
Affiliates' everyday purposes: No — Not Applicable
Non-affiliated contractors (under confidentiality agreements): Yes — No
Affiliates marketing to you: No — Not Applicable
Non-affiliates marketing to you: No — Not Applicable
