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 Electronic Services Agreement

You can read our Electronic Services Agreement by selecting the button on the left or this link.

 

Our Privacy Pledge
At Eustis Investing Strategies,  we understand that you have entrusted us with your private financial information, and we do everything we can to maintain that trust.
  • We do not sell your personal information to anyone.
  • You are already opted out from sharing personal information with third parties, as we explain in #2 below.
  • We protect the security and confidentiality of your personal information.

Details of our approach to privacy and how your personal information is collected and used are set forth in our Privacy Policy that follows.

The Eustis Investing Strategies Privacy Policy

The Eustis Investing Strategies (EIS) privacy policy applies to consumers who are current or former customers and who registered for our services.

Throughout the policy, we refer to information that personally identifies you or your accounts as "personal information."

1. We do not sell your personal information to anyone.
2. The law allows you to "opt out" of only certain kinds of information sharing with third parties. EIS does not share personal information about you with any third parties that triggers this opt out right. This means YOU ARE ALREADY OPTED OUT. EIS only shares personal information with third parties in the following limited circumstances:
 
  • We may disclose or report personal information in limited circumstances where we believe in good faith that disclosure is required or permitted under law. For example, we may be required to disclose personal information to cooperate with regulators or law enforcement authorities, resolve consumer disputes, perform credit/authentication checks, or for institutional risk control.
3. We collect personal information in the normal course of business in order to administer your accounts and serve you better.
 
  • Application and registration information. We collect information that you provide to us when you open an account or register for one of our services.  The information we collect may include name, address, phone number, email address, and information about your interests, investments, and investment experience.
  • Web site usage. We collect some information on our Web sites through the use of "cookies." For example, we may identify the pages on our Web sites that your browser requests or visits. This information is only personally identifiable if you have chosen to identify yourself by registering on our website.
  • We use third parties to process your subscription payments.  The information you provide to those services is governed by their privacy policies.  EIS makes no guarantees or warranties for the practices of our payment processors.
4. We protect the confidentiality and security of your personal information.
 
  • Companies we hire to provide support services are not allowed to use your personal information for their own purposes and are contractually obligated to maintain strict confidentiality. We limit their use of your personal information to the performance of the specific service we have requested.
  • We restrict access to personal information to our employees and agents for business purposes only. All employees are trained and required to safeguard such information.
  • We maintain physical, electronic, and procedural safeguards to guard your personal information.
5. We continue to evaluate our efforts to protect personal information and make every effort to keep your personal information accurate and up to date.
 
  • If you identify any inaccuracy in your personal information, or you need to make a change to that information, please contact us so that we may promptly update our records.
6. We will provide notice of changes in our information-sharing practices.

If, at any time in the future, it is necessary to disclose any of your personal information in a way that is inconsistent with this policy, we will give you advance notice of the proposed change so that you will have the opportunity to opt-out of such disclosure.

 

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Eustis Investing Strategies (EIS) does not guarantee the accuracy or completeness of this information, nor do we assume any liability for any loss that may result from its use.  EIS personnel may own shares in the funds recommended on this website.

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