IFSA Privacy Policy

IFSA Privacy Policy

 

IFS ADVISORS, LLC
D/B/A INSIGHT FINANCIAL SERVICES
Insight Financial Services has adopted this privacy policy
with recognition that protecting the privacy and security of
the personal information we obtain about our customers is
an important responsibility. We also know that you expect
us to service you in an accurate and efficient manner. To
do so, we must collect and maintain certain personal
information about you. We want you to know what
information we collect and how we use and safeguard that
information.

INFORMATION WE COLLECT
We collect certain nonpublic information about you
("Customer Information"). The essential purpose for
collecting Customer Information is to allow us to provide
advisory services to you. Customer Information we collect
may include:

  • Information that you provide on applications or
    other forms. This Customer Information may
    include personal and household information such
    as income, spending habits, investment
    objectives, financial goals, statements of account,
    and other records concerning your financial
    condition and assets, together with information
    concerning employee benefits and retirement plan
    interests, wills, trusts, mortgages and tax returns.
  • Identifying information such as your name, age,
    address, social security number, etc.
  • Information about your transactions with us, or
    others (e.g., broker-dealers, clearing firms, or
    other chosen investment sponsors).
  • Information we receive from consumer reporting
    agencies (e.g., credit bureaus), as well as other
    various materials we may use to provide an
    appropriate recommendation or to fill a service
    request.

SECUIRITY OF YOUR INFORMATION
We restrict access to your nonpublic personal information
to those employees who need to know that information to
service your account. We maintain physical, electronic
and procedural safeguards that comply with applicable
federal or state standards to protect your nonpublic
personal information.

INFORMATION WE DISCLOSE
As required or permitted by law, we disclose the nonpublic
personal information we collect about our customers: (i) to
persons necessary to effect the transactions and provide
the services that our customers authorize, such as brokerdealers,
custodians, independent managers etc.; (ii) to
persons assessing our compliance with industry standards
(e.g., professional licensing authorities, etc.); (iii)
our attorneys, accountants, and auditors; or (iv) as
otherwise provided by law. We are permitted by law
to disclose the nonpublic personal information about you
to governmental agencies and other third parties in certain
circumstances (such as third parties that perform
administrative or marketing services on our behalf or for
joint marketing programs). These third parties are
prohibited to use or share the information for any other
purpose.

INFORMATION WE DISCLOSE TO AFFILIATED
THIRD PARTIES
We disclose certain private client information with our
affiliate, Insight Insurance Partners, LLC for the purpose
of providing insurance products only upon your preapproval.

 

FORMER CLIENTS
If you decide to close your account(s) or become an
inactive customer, we will adhere to our privacy policies,
which may be amended from time to time.

CHANGES TO OUR PRIVACY POLICY
In the unlikely event there were to be a change in this
fundamental policy that would permit or require additional
disclosures of your confidential information, we will
provide written notice to you, and you will be given an
opportunity to direct us as to whether such disclosure is
acceptable.

QUESTIONS
If you have questions about this privacy notice or about
the privacy of your customer information call our main
number 913-402-2020 and ask to speak to the Chief
Compliance Officer.


Copyright © 2007, INSIGHT FINANCIAL SERVICES LLC. All Rights Reserved. ADVISORY SERVICES PROVIDED BY IFS ADVISORS, LLC (IFSA), A REGISTERED INVESTMENT ADVISER