At Institutional Advisory Services Group, Inc. (“IASG”), we are committed to protecting our clients’ privacy. We make the following pledge to our clients:
1. We will limit the collection and use of personal information to the minimum we require to administer our business and provide superior service to you. This information includes the data we receive from you on customer applications, forms completed on our website or other forms, such as your name, address, social security number, assets, income, investment objectives and experience and information about your transactions conducted through our firm, such as your account balance and net profit or loss. In accordance with Commodity Futures Trading Commission (“CFTC”) Rule 160.13, we may disclose all of the information we collect, as described above, to companies that perform marketing services on our behalf or to other financial institutions with which we have joint marketing agreements.
2. We may disclose nonpublic personal information about our clients and former clients as permitted under CFTC Rules 160.14 and 160.15. The law permits us to share this information with companies that perform services for your account, such as brokers who execute your futures transactions. The law also permits us to share this information with third parties acting on behalf of you, such as your IRA custodian or trustee.
3. We restrict access to nonpublic personal information about you to those employees, agents and service providers who need to know that information to provide services to you. We maintain physical, electronic and procedural safeguards that comply with federal standards to safeguard your nonpublic personal information.
4. The IASG web site uses "cookies" to help you personalize your online experience. A cookie is a text file that is placed on your hard drive by a web page server. Cookies cannot be used to run programs or deliver viruses to your computer. Cookies are uniquely assigned to you, and can only be read by a web server in the domain that issues the cookies to you.
One primary purpose for using cookies is to save you time on the IASG website. A cookie's purpose is to communicate to the web server that you have come back to a certain page. One example would be if you customize IASG pages, or register with the web site, a cookie will assist IASG in recalling your specific information on future visits. This simplifies the process of recording your personal information or preferences. When you return to the IASG web site, the information you previously provided can be retrieved, so you can easily use the IASG features you personalized.
You have the ability to accept or decline cookies. Most modern web browsers accept cookies automatically, but you can usually modify your browser's settings to decline cookies if you choose. If you elect to decline cookies, you may not be able to fully experience the interactive features of the IASG web site.
This website utilizes Google Analytics to get aggregate metrics on website usage. Please refer to the following policies on Google's website for more information:
In addition, we may advertise on the Google content network using Google's remarketing technology. In doing so, Google will place or read a unique ad-serving cookie on your computer and will use non-personal information about your browser and your activity at this site to serve ads on their content network. The ad-serving cookie is a persistent cookie. You can visit this site to learn more about remarketing or to opt-out of the Google remarketing cookie.
We use third-party web services to help analyze your usage of our website and features. We share a few bits of information with Zoho CRM like the date you signed up and your email when you use our website.
Lead Zeppelin helps us improve our services for you by giving some insight to how and when you use them. Occasionally we may also use Zoho CRM to send out emails based on your interests or activity on our website.
Part of our service agreements with Zoho CRM include collecting publicly available information such as email address, job title, company and social network handles to improve your experience on our website and our services. For more information on Zoho’s privacy policies, please see https://www.zoho.com/privacy.html.
Last updated September 3, 2019
Should you have any questions regarding this policy, please contact us.