PrivacyAt A1 Trade, we believe the confidentiality and protection of customer information is one of our fundamental responsibilities. And while information is critical to providing quality service, we recognize that one of our most important assets is our clients' trust. Thus, the safekeeping of customer information is a priority for A1 Trade.
In order to tailor available financial products to your specific needs, A1 Trade may request that you complete a variety of forms that require nonpublic personal information about your financial history and other personal details, including but not limited to, your name, address, social security number, assets, income and investments. A1 Trade may also gather information about your transactions with us, our affiliates and others.
Categories of information that may be disclosed. While A1 Trade may disclose information it collects from applications and other forms, as described above, we at A1 Trade also want to assure all of our customers that whenever information is used, it is done with discretion. The safeguarding of customer information is an issue we take seriously. Categories of parties to whom we disclose nonpublic personal information
A1 Trade may disclose nonpublic personal information about you to selectively chosen financial service providers, whom we believe have valuable products or services that could benefit you. Whenever we do this, we carefully review the company and the product or service to make sure that it provides value to our customers. We share the minimum amount of information necessary for that company to offer its product or service. We may also share information with unaffiliated companies that assist us in providing our products and services to our customers; in the normal course of our business (for example, with consumer reporting agencies and government agencies); when legally required or permitted in connection with fraud investigations and litigation; and at the request or with the permission of a customer.
Confidentiality and security
We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products and services to you. We maintain physical, electronic, and procedural safeguards to guard your nonpublic personal information. If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.
Our ServicesThe A1 Trade Discretionary Portfolio Management Service provides you with agile, responsive, professional portfolio management delivered by a professional portfolio manager.
Why Invest?This is the single most desirable outcome for any investment; the appreciation of one’s initial outlay and it’s the one we focus most intently on achieving for our clients.
Our MethodologyA key part of being a successful investor is the ability to appreciate the larger picture. A1 Trade’s ability to see things in this way comes from having the kind of perspective that can only be acquired with experience.