FACTS
WHAT DOES ANCHOR1031, LLC ("ANCHOR1031") DO WITH YOUR PERSONAL FINANCIAL 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 number and bank account information
- Income, net worth, and investment history
- Contact information and investor accreditation status
- Account balances and transaction history
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 Anchor1031 chooses to share; and whether you can limit this sharing.
| Reasons we can share your personal information | Does Anchor1031 share? | Can you limit this 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 don't share |
| For our affiliates' everyday business purposes— information about your transactions and experiences | No | We don't share |
| For our affiliates' everyday business purposes— information about your creditworthiness | No | We don't share |
| For our affiliates to market to you | No | We don't share |
| For nonaffiliates to market to you | No | We don't share |
Questions? Call (502) 556-1031 or go to anchor1031.com
Who we are
| Who is providing this notice? | Anchor1031, LLC |
What we do
| How does Anchor1031 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 Anchor1031 collect my personal information? | We collect your personal information, for example, when you:
We also collect your personal information from others, such as our affiliated broker-dealer. |
| Why can't I limit all sharing? | Federal law gives you the right to limit only:
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. • Anchor1031 does not share with affiliates in a way that would allow you to limit sharing. |
| Nonaffiliates | Companies not related by common ownership or control. They can be financial and nonfinancial companies. • Anchor1031 does 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. • Anchor1031 doesn't jointly market. |