INFORMATION WE COLLECTWe collect certain nonpublic information about you("Customer Information"). The essential purpose forcollecting Customer Information is to allow us to provideadvisory services to you. Customer Information we collectmay include:
SECUIRITY OF YOUR INFORMATIONWe restrict access to your nonpublic personal informationto those employees who need to know that information toservice your account. We maintain physical, electronicand procedural safeguards that comply with applicablefederal or state standards to protect your nonpublicpersonal information.
INFORMATION WE DISCLOSEAs required or permitted by law, we disclose the nonpublicpersonal information we collect about our customers: (i) topersons necessary to effect the transactions and providethe services that our customers authorize, such as brokerdealers,custodians, independent managers etc.; (ii) topersons assessing our compliance with industry standards(e.g., professional licensing authorities, etc.); (iii)our attorneys, accountants, and auditors; or (iv) asotherwise provided by law. We are permitted by lawto disclose the nonpublic personal information about youto governmental agencies and other third parties in certaincircumstances (such as third parties that performadministrative or marketing services on our behalf or forjoint marketing programs). These third parties areprohibited to use or share the information for any otherpurpose.
INFORMATION WE DISCLOSE TO AFFILIATEDTHIRD PARTIESWe disclose certain private client information with ouraffiliate, Insight Insurance Partners, LLC for the purposeof providing insurance products only upon your preapproval.
FORMER CLIENTSIf you decide to close your account(s) or become aninactive customer, we will adhere to our privacy policies,which may be amended from time to time.
QUESTIONSIf you have questions about this privacy notice or aboutthe privacy of your customer information call our mainnumber 913-402-2020 and ask to speak to the ChiefCompliance Officer.
Copyright © 2007, INSIGHT FINANCIAL SERVICES LLC. All Rights Reserved. ADVISORY SERVICES PROVIDED BY IFS ADVISORS, LLC (IFSA), A REGISTERED INVESTMENT ADVISER