Privacy Policy

Tolis Advisors, LP (“Tolis”) respects the privacy of individuals who visit this Website. In dealing with Tolis, you may provide Tolis with personal data about yourself. We have prepared this Privacy Policy to set out the principles governing Tolis’ use of personal data that we may obtain about you. Tolis is committed to following policies that protect your privacy and comply with applicable data protection laws and regulations in respect of personal data.

Tolis takes precautions to maintain the privacy of personal information concerning Tolis’ current and prospective clients. These precautions include the adoption of certain procedures designed to maintain and secure such clients’ nonpublic personal information from inappropriate disclosure to third parties. U.S. federal regulations require Tolis to inform clients of this privacy policy.

Tolis collects nonpublic personal information about its clients from the following sources:

  • Information Tolis receives from a client in subscription documents or other related documents or forms;
  • Information about a client’s transactions with Tolis, its affiliates, or others; and
  • Information Tolis may receive from a consumer reporting agency.

Tolis does not disclose any nonpublic personal information about its prospective, existing or former clients to anyone, except as permitted by law and regulation.

Tolis restricts access to nonpublic personal information about its clients to those employees and agents of Tolis who need to know that information in order to provide services to its clients. Tolis may also disclose such information to its affiliates and to service providers and financial institutions that provide services to Tolis. Tolis will require such third party service providers and financial institutions to protect the confidentiality of the clients’ nonpublic personal information and to use the information only for purposes for which it is disclosed to them. Tolis maintains physical, electronic, and procedural safeguards that comply with U.S. federal standards to safeguard clients’ nonpublic personal information and which Tolis believes are adequate to prevent unauthorized disclosure of such information.

Contacting Us

If you have any questions or suggestions regarding our Privacy Policy please contact us by sending us an e-mail to info@tolisadvisors.com

Changes to Tolis’ Privacy Policy

This Privacy Policy is subject to occasional revision.  We will post any revised version of the Privacy Policy on this page.  If we make any material changes to it, we will also send you an e-mail to the last e-mail address you provided to us (if any).  Any amended Privacy Policy will be effective thirty (30) calendar days after posting for existing customers, and upon posting for any persons who become customers after such posting.

Any changes to this Privacy Policy may affect our use or disclosure of Personal Information collected prior to the changes.  If you do not agree to any of the changes, you must notify us prior to the effective date of the changes that you wish to terminate your relationship with us.  Continued use of our services following notice of such changes shall indicate your acknowledgement of such changes and agreement to be bound by the terms and conditions of such changes.

This Privacy Policy was last updated on May 16th, 2016