Privacy & Disclosures

Affinity Investment Services, LLC Privacy Policy

Affinity Investment Services, LLC will not sell your personal information to anyone. You may opt-out of any of the following by checking any of the boxes below and sending to:

Compliance Officer
Affinity Investment Services, LLC
P.O. Box 619
73 Mountain View Blvd.
Basking Ridge, NJ 07920

Information that We Collect

We collect non-public, personal information about you from the following sources:

• Information from applications or other forms
• Information about your transaction with us, our affiliates or others
• Information from a consumer reporting agency

Information that We Disclose

• We may disclose the above-stated information to companies that perform marketing services on our behalf or to other financial institutions with which we have joint marketing agreements.
• Other than for performance of marketing services as stated above, we do not disclose any non-public, personal information about our customers or former customers to anyone, except as permitted by law

Categories of Parties to Whom We Disclose

We may disclose non-public, personal information about you to the following types of third parties:

• Financial service providers, such as security broker-dealers, insurance agents and credit union affiliates
• Non-financial companies such as software vendors that provide financial planning or aggregation tools
• Others such as government agencies, courts, parties to lawsuits or regulators

Security

We restrict access to non-public, personal information about you to those employees who need to know that information to provide products and services to you.

We maintain physical, electronic, and procedural safeguards that comply with federal standard to guard your non-public, personal information.

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