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Privacy Policy Ollie Grant Famil office, LLC

A LEGAL DISCLAIMER

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:

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  • Social Security number

  • Income

  • Assets, including balances

  • Risk tolerance

  • Transaction history

  • Investment experience

HOW

All financial companies need to share customers' personal information to run their everyday business. Below are the reasons financial companies can share their customers' personal information, the reasons Ollie Grant chooses to share, and whether you can limit that sharing.

Reasons we can share your personal information:

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

Does Ollie Grant share? Yes
Can you limit this sharing? No

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For our marketing purposes, to offer our products and services to you.
Does Ollie Grant share? [CONFIRM: Yes / No]
Can you limit this sharing? [CONFIRM]

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For joint marketing with other financial companies.
Does Ollie Grant share? [CONFIRM: Yes / No]
Can you limit this sharing? [CONFIRM]

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

Does Ollie Grant share? [CONFIRM: Yes / No]
Can you limit this sharing? [CONFIRM]

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For our affiliates' everyday business purposes, information about your creditworthiness.
Does Ollie Grant share? No
Can you limit this sharing? We don't share

For nonaffiliates to market to you.
Does Ollie Grant share? No
Can you limit this sharing? We don't share

ELECTRONIC MESSAGING

We use email and SMS messaging to communicate with clients and prospective clients. All electronic messages are captured and retained for recordkeeping and compliance purposes. Personal information such as your email address, phone number, and message history is collected to deliver and improve the messaging service. No information is shared with third parties or affiliates for marketing or promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information is not shared with third parties. By providing an email address and telephone number to us, you consent to be contacted by electronic messaging. Message and data rates may apply. Reply STOP to opt out of further messaging.

QUESTIONS?

Call [Contact Name] at [Phone Number]

WHO WE ARE

Who is providing this notice?

Ollie Grant [Legal Entity Name], LLC

WHAT WE DO

Ollie Grant [Legal Entity Name], LLC

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