Privacy Notice

Facts: What does Advocacy Wealth Management 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

• Tax ID number

• Income

• Account balances

• Assets and Investment experience

When you are no longer our customer, we may continue to share your information as described in this notice.

How?

All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Advocacy Wealth Management chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information	Does Advocacy Share?	Can you limit this sharing?
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	Yes	Yes
FOR OUR MARKETING PURPOSES — to offer our products and services to you	Yes	Yes
FOR JOINT MARKETING WITH OTHER FINANCIAL COMPANIES	Yes	Yes
FOR OUR AFFILIATES’ EVERYDAY BUSINESS PURPOSES — information about your transactions and experiences	Yes	Yes
FOR OUR AFFILIATES’ EVERYDAY BUSINESS PURPOSES — information about your creditworthiness	Yes	Yes
FOR OUR AFFILIATES TO MARKET WITH YOU	Yes	No
FOR NONAFFILIATES TO MARKET TO YOU	No	We don't share

Questions?

Call toll-free 1-800-633-2967

To limit our sharing, call 1-800-633-2967

Please note: If you are a new customer, we can begin sharing your information (30) days from the date we sent this notice. When you are no longer our customer, we may continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.

WHO WE ARE
Who is providing this notice?	Advocacy Wealth Management or “Advocacy” means Advocacy Wealth Management LLC located at 3350 Riverwood PKWY, Ste GL-28, Atlanta, GA 30339.

WHAT WE DO
How does Advocacy Wealth Management 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 also maintain other physical, electronic and procedural safeguards to protect this information and we limit access to information to those employees for whom access is appropriate.
How does Advocacy Wealth Management collect my personal information?	We collect your personal information, for example, when you Open an account Seek advice about your investments We also collect your personal information from others, such as credit bureaus, affiliates, or other companies.
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 creditworthiness 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.
What happens when I limit sharing for an account I hold jointly with someone else?	Your choices will apply to everyone on your account(s).

DEFINITIONS
Affiliates	Companies related by common ownership or control. They can be financial and non-financial companies. Our affiliates include: Forge Consulting, LLC, Advocacy Trust, and Advocacy, Inc.
Non-affiliates	Companies not related by common ownership or control. They can be financial and non-financial companies. Advocacy Wealth Management does not share with non-affiliates so they can market to you.
Joint Marketing	A formal agreement between nonaffiliated financial companies that together market financial products or services to you. Advocacy Wealth Management may recommend a reallocation of your assets to other financial companies’ products.

DISCLAIMER | TERMS OF USE | PRIVACY POLICY | ACCESSIBILITY | CAREERS

THE FORGE COMPANIES

This communication should not be regarded as an offer or solicitation to buy or sell any securities or investment products, an official confirmation of any transaction, an official statement, or as any other official statement of Forge Consulting, LLC or its affiliates, which include but are not limited to Advocacy Trust LLC, Advocacy Inc., Advocacy Wealth Management, Forge Capital, LLC, Forge Capital Services, LLC, and Full Circle Coverage (altogether referred to as “Forge”). Forge does not provide tax, accounting, or legal advice to its clients, and all clients are advised to consult with professionals who can provide tax, accounting, and legal advice regarding any potential investment.

Securities and insurance products are NOT insured by the FDIC, nor by any other Federal or state government agency, are NOT a deposit of and are NOT Guaranteed by a bank or any bank affiliate, and MAY lose value.

FORGE and are registered trademarks of Forge Consulting LLC. is a registered trademark of Advocacy Wealth Management, LLC. , FORGE CAPITAL, FORGE FOR BUSINESS, FULL CIRCLE, and ABACUS ADVISORS are trademarks of Forge Consulting LLC.

All investments involve risks that you will lose value including the amount of your initial investment. Investments that offer the potential for higher rates of return generally involve greater risk of loss. Note: reinvestment transactions that involve selling existing investments may involve transaction costs associated with the sale of those assets as well as transaction costs associated with the purchase of new investments.

International investing: There are special risks associated with international investing, such as political changes and currency fluctuations. These risks are heightened in emerging markets.

Small/Mid-Capitalization investing: Investments in companies with small or mid-market capitalization ("small/mid-caps") may be subject to special risks given their characteristic narrow markets, limited financial resources, and less liquid stocks, all of which may cause price volatility.

High-Yield investing: Investments in high yielding debt securities are generally subject to greater market fluctuations and risk of loss of income and principal, than are investments in lower yielding debt securities.

Inflation Protected Bond investing: Interest rate increases can cause the price of a debt security to decrease. Increases in real interest rates can cause the price of inflation‐protected debt securities to decrease. Interest payments on inflation‐protected debt securities can be unpredictable.

Interest Rate Risk: This risk refers to the risk that bond prices decline as interest rates rise. Interest rates and bond prices tend to move in opposite directions. Long‐term bonds tend to be more sensitive to interest rate changes and therefore may be more volatile.