WHAT DOES ABUNDANT CAPITAL STRATEGIES 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: Social Security numberDriver’s license numberDate of birthAccount numbersFinancial statusTax status
How?
All financial companies need to share clients’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their clients’ personal information; the reasons ACS chooses to share; and whether you can limit this sharing.
Reasons we can share your personal information
Does ACS share?
Can you limit this sharing?
For our everyday business purposes— such as to process your transactions, maintain your account(s), or respond to regulatory examinations or court orders.
Yes
No
For our marketing purposes— to offer our products and services to you
No
N/A
For joint marketing with other financial companies
No
N/A
For our affiliates’ everyday business purposes— information about your transactions and experiences
No
N/A
For our affiliates’ everyday business purposes— information about your creditworthiness
No
N/A
For nonaffiliates to market to you
No
N/A
Questions?
Call (303) 744-6479
Who we are
Who is providing this notice?
Abundant Capital Strategies, LLC (“ACS”)
What we do
How does ACS 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 ACS collect my personal information?
We collect your personal information, for example, when you Open an accountWhen we meet to update your investor profileWhen changes in your financial situation cause changes in how we manage your assets.
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 creditworthinessAffiliates from using your information to market to youSharing for nonaffiliates to market to you State laws and individual companies may give you additional rights to limit sharing.
What happens when I limit sharing for an account I hold jointly with someone else?
This does not apply, because we do not share your information for any purposes that limitations could apply (see item immediately above).
Definitions
Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies. ACS does not have any affiliates
Nonaffiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies. ACS does not share with nonaffiliates
Joint marketing
A formal agreement between nonaffiliated financial companies that together market financial products or services to you. ACS has no such agreements