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Fidelity Addepar Pershing

Premia Global Advisors, LLC

Premia Global Advisors, LLC (“Premia”) is an investment advisor located in Coral Gables, Florida.
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Premia Global Advisors, LLC (“Premia”) is an investment advisor located in Coral Gables, Florida.
(786) 646-9140
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Privacy Policy

Premia is committed to safeguarding the use of  our client’s personal information.  Premia is committed to protecting the security and confidentiality of the personal information we obtain from our clients.  We have implemented policies and controls to ensure that such information is used for proper business purposes in connection with the management or servicing of our relationship with our clients. 

Premia does not sell your non-public personal information to anyone. We do not provide our client’s information to others except for discrete and reasonable business purposes in connection with the servicing and management of our client’s accounts, as discussed below.

Federal and State laws require Premia to disclose how we collect, share, and protect your personal information and give you the right to limit some of the information share. 

Details of our approach to privacy and how our client’s personal non-public information is collected and used are set forth below

Information we collect from you

Government Issued ID such as Driver’s license or passport number.Date of birth
Social security or taxpayer identification numberAssets and liabilities
Name, address and telephone number(s)Income and expenses
E-mail address(es)Investment activity
Account information (including other institutions)Investment experience and goals

Information we collect from other sources

Custody, brokerage and advisory agreementsAccount applications and forms
Other advisory agreements and legal documentsInvestment questionnaires and suitability documents
Transactional information with us or othersOther information needed to service your account

How we protect your information

To safeguard our client’s personal information from unauthorized access and use, we maintain physical, procedural and electronic security measures.  These include such safeguards as secure passwords, encrypted file storage and a secure office environment. Our technology vendors provide security and access control over personal information and have policies over the transmission of data.  Our associates are trained on their responsibilities to protect client’s personal information. We require third parties service providers to protect the personal information they receive from us. 

How we share your information

We   share client personal information to effectively administer our  services.  In the section below, we list some reasons we may share your personal information.

Basis For SharingDo we share?Can you limit?
Servicing our Clients
We may share non-public personal information with non-affiliated third parties (such as administrators, brokers, custodians, consultants, regulators, credit agencies, other financial institutions) as necessary for us to provide agreed upon services to you, consistent with applicable law, including but not limited to: processing transactions; general account maintenance; responding to regulators or legal investigations; and credit reporting.		YesNo
Marketing Purposes
Premia does not disclose, and does not intend to disclose, personal information with non-affiliated third parties to offer you services. Certain laws may give us the right to share your personal information with financial institutions where you are a customer and where Premia or the client has a formal agreement with the financial institution. We will only share information for purposes of servicing your accounts, not for marketing purposes.		NoNot Shared
Authorized Users
Your non-public personal information may be disclosed to you and persons that we believe to be your authorized agent(s) or representative(s).		YesYes
Information About Former Clients
Premia does not disclose and does not intend to disclose, non-public personal information to non-affiliated third parties with respect to persons who are no longer our Clients.		NoNot Shared

Changes to our Privacy Policy

Periodically we may revise our Privacy Policy and will provide our clients with an update or summary of any changes  that materially alter the previous Privacy Policy. We will not, however, revise our Privacy Policy to permit the sharing of non-public personal information, other than as described in this notice, unless we first notify you and provide you with an opportunity to prevent the information sharing.

Questions

You may ask questions or voice any concerns, as well as obtain a copy of our current Privacy Policy by contacting us.