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Privacy Policy / BCP
Fixed Income Investment Management
Based on Process and Discipline Behind the Process


         Privacy Policy


PDR Advisors, LLC or any of its Associated Persons may not share non-public and personal information of clients with non-affiliated third parties, except if it is required in order to provide the services offered.   Customer information will be safeguarded by restricting access to the information only to employees who need access in order to service the client’s account.  A more detailed explanation of the Privacy Policy for PDR Advisors, LLC   will be sent upon request.


Business Continuity Plan (BCP)

         PDR Advisors, LLC has taken what it perceives to be necessary steps to mitigate the impacts of business interruptions resulting from a wide variety of potential events, including the loss of key facilities and resources.  The BCP process encompasses all aspects of the firm’s key activities including, but not limited to, trading, settlement, custody and critical data and system applications.  While our plan attempts to deal with any potential likely impact of a wide variety of scenarios, any specific response will inevitably be highly dependent upon the nature and extent of the incident.  Our plans are subject to modification at any time.

 

         


PDR Advisors, LLC     2101 Sardis Road North Suite 115     Charlotte, NC  28227
(704) 845-2303     (866) 366-6204

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