A Registered Investment Advisor
PFS PARTNERS, LLC
Pursuant to applicable federal and/or state privacy regulations PFS Partners, LLC (referred to as “PFS”) is a financial institution that has determined to keep confidential nonpublic personal information about each PFS client.
Nonpublic personal information is defined to mean personally identifiable financial information that is provided by a consumer to a financial institution, results from any transaction with the consumer or any service performed for the consumer, or is otherwise obtained by the financial institution.
Personally identifiable financial information means any information: (1) a consumer provides to a financial institution to obtain a financial product or service; (2) about a consumer resulting from any transaction involving a financial product or service between a financial institution and a consumer; or (3) a financial institution otherwise obtains about a consumer in connection with providing a financial product or service to that consumer.
Attached hereto and made a part hereof is a copy of PFS’s Privacy Notice that is to be distributed by PFS: (1) initially: (a) to each existing PFS client; and (b) to each new client prior to or at the time of establishing a “customer relationship” with PFS; and (2) annually thereafter for as long as the client maintains its relationship with PFS.