PRIVACY POLICY

Facts

What does Avestar Capital, LLC and affiliates 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 Number
Date of Birth
Address
Occupation and Employment Status
Financial Goals
Assets, Income and Account Balances
Investment Experience and Risk Tolerance
Information received from credit bureaus including credit history
Information from your wills, trusts, and other estate planning documents
Information about your holdings or transactions with us, our affiliates or others
Mortgage rates & payments
Wire transfer instructions

How?

All financial companies need to share Clients’ personal information to run their everyday business. In the section below, we list reasons financial companies can share their Clients’ personal information; the reasons Avestar Capital, LLC and its affiliates choose to share; and whether you can limit sharing.

Reasons we can share your personal information

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

Does Avestar Share?

Can you limit this sharing?

For our marketing purposes –

to offer our products and services to you

For joint marketing with other financial companies

We don’t share

For our affiliates’ everyday business purposes –

information about your transactions and experiences

Yes

For our affiliates’ everyday business purposes –

information about your creditworthiness

We don’t share

For our affiliates to market to you

We don’t share

For non-affiliates to market to you

We don’t share

Questions/Complaints

Please direct all questions or complaints to: Stacey Gillespie Chief Compliance Officer, Avestar Capital LLC , 400 Madison Avenue Suite 10 B, New York, NY 10028 Email : Stacey.gillespie@acaglobal.com

Who we are

Who is providing this notice?

Avestar Capital, LLC and its affiliates (as defined below; collectively, “Avestar Capital” or “we”).

How does Avestar 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. We have policies and procedures designed to reasonably ensure the proper handling of customer information by employees and to require third parties to adhere to appropriate security and confidentiality standards.

How does Avestar Capital collect my personal information?

We collect your personal information, for example, when you:

Seek advice about your investments or make deposits or withdrawals from your account

Give us your income information or contact information

Open an account

Fill out subscription documents for investment funds or vehicles

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 credit worthiness

Affiliates from using your information to market to you

Sharing for non-affiliates to market to you

State laws and individual companies may give you additional rights to limit sharing [See below for more on your rights under state law.]

Atash Holdings and its affiliates

Nonaffiliates we share with can include:

Broker-Dealers or Banks
Payment processors
Vendors to the respective client, including attorneys, accountants, etc.
Claims processors

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

Avestar doesn’t jointly market.

Other Important Information

California Residents: Except as permitted by law, we do not share nonpublic personal information we collect about California residents with non-affiliates. We restrict sharing with affiliates to comply with applicable California privacy laws.

Nevada Residents: We are providing you this notice under state law. At your election, you may be placed on our Do Not Call list by calling us at 415-967-7763. You may obtain more information concerning Nevada Protection by contacting the following: Bureau of Consumer Protection, Office of the Nevada Attorney General, 555 E. Washington St., Suite 3900, Las Vegas, NV 89101; Phone number- 702-486-3132; email: BCPINFO@ag.state.nv.us.

Vermont Residents: Under Vermont law, we will not share information we collect about Vermont residents with companies who are not affiliates, except as permitted by law, such as with your consent or to service your accounts. We will not share information about your creditworthiness with our affiliates without your authorization or consent, but we may share information about our transactions or experiences with you with our affiliates without your consent.

PRIVACY POLICY

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