Privacy notice & Terms of service
What does Allie Family Office LLC do with your personal information?
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:
- Date of birth, Social Security number, and other government-issued identification number
- Assets, income, investment objectives, and financial goals
- Account numbers, account balances, and transaction information
When you are no longer our customer, we continue to share your information as described in this notice.
HOW?
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 ALLIE FAMILY OFFICE LLC (“Allié”) chooses to share; and whether you can limit this sharing.
| Reasons we can share your personal information | Does Allié Share? | Can you limit sharing? |
|---|---|---|
| For our everyday business purposes—such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus | Yes | No |
| For our marketing purposes—to offer our products and services to you | Yes | No |
| For joint marketing with other financial companies | No | We do not share |
| For our affiliates’ everyday business purposes—information about your transactions and experiences | Yes | No |
| For our affiliates’ everyday business purposes—information about your creditworthiness | No | We do not share |
| For our affiliates to market to you | No | We do not share |
| For nonaffiliates to market to you | No | We do not share |
| Who we are | |
|---|---|
| Who is providing this notice? | Allié Family Office LLC |
| What we do | |
|---|---|
| How does Allié protect my personal information? | 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 buildings. |
| How does Allié collect my personal information? | We collect your personal information, for example, when you: ▪ Tell us about your financial profile ▪ Tell us about an investment or retirement portfolio ▪ Open an account or perform transactions ▪ Make a wire transfer or tell us where to send money |
| Why can’t I limit all sharing? | Federal law gives you the right to limit only: ▪ Sharing for affiliates’ everyday business purposes—information about your creditworthiness ▪ Affiliates from using your information to market to you ▪ Sharing for nonaffiliates to market to you State laws and individual companies may give you additional rights to limit sharing. |
| Definitions | |
|---|---|
| Affiliates | Companies related by common ownership or control. They can be financial and nonfinancial companies. ▪ LFO S.R.L. (based in Peru) |
| Nonaffiliates | Companies not related by common ownership or control. They can be financial and nonfinancial companies. ▪ We do not share with nonaffiliates so they can market to you |
| Joint marketing | A formal agreement between nonaffiliated financial companies that together market financial products or services to you. ▪ We do not have any joint marketing arrangements |
