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This Promotion may include statements concerning our operations, prospects, strategies, financial condition, future economic performance and demand for our products or services, as well as our intentions, plans and objectives (particularly with respect to product and service offerings), that are forward-looking statements. These statements are based upon a number of assumptions and estimates which are subject to significant uncertainties, many of which are beyond our control. When used on our Promotion, words like "anticipates," "expects," "believes," "estimates," "seeks," "plans," "intends," "will" and similar expressions are intended to identify forward-looking statements designed to fall within securities law safe harbors for forward-looking statements. The Promotion and the information contained herein does not constitute an offer or a solicitation of an offer for sale of any securities. None of the information contained herein is intended to be, and shall not be deemed to be, incorporated into any of our securities-related filings or documents.
The Promotion contains links to other web sites and their products. We are not responsible for the content, accuracy or opinions express in such web sites and their products, and such web sites and products are not investigated, monitored or checked for accuracy or completeness by us. Inclusion of any linked web site in our Promotion does not imply approval or endorsement of that linked website by us. If you decide to leave our website and access these third-party websites, you do so at your own risk.
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WHAT DOES SMI ADVISORY SERVICES, LLC DO WITH YOUR PERSONAL INFORMATION?
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.
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
When you are no longer our customer, we continue to share your information as described in this notice.
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 SMI Advisory Services, LLC ("SMI Advisory") chooses to share; and whether you can limit this sharing.
Here are the reasons we can share your personal information
Can I limit sharing?
Federal law gives you the right to limit only
State laws and individual companies may give you additional rights to limit sharing.
How does SMI Advisory Services, LLC 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 SMI Advisory Services, LLC collect my personal information?
We collect your personal information, for example, when you:
We also collect your personal information from others, such as credit bureaus, affiliates, or other companies.
Affiliates: Companies related by common ownership or control. They can be financial and nonfinancial companies. Our affiliates include companies with a common corporate identity of the SMI name:
Nonaffiliates: Companies not related by common ownership or control. They can be financial and nonfinancial companies.
Joint Marketing: A formal agreement between nonaffiliated financial companies that together market financial products or services to you.