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South State Advisory Privacy Notice


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 and income;
  • Account balances and transaction/payment history;
  • Employment information and credit history.


All financial companies need to share customers’ personal information to run their everyday businesss. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons South State Advisory, Inc. chooses to share; and whether you can limit this sharing.


Reasons we can share your personal information Does South State Bank 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 No
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 No

For our affiliates’ everyday business purposes –

information about your creditworthiness

Yes Yes
For our affiliates to market to you Yes Yes

For nonaffiliates to market to you



To limit our sharing
  • Call 706-739-1085;
  • Visit a South State Advisory, Inc. office and speak with a representative.

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 continue to share your information as described in this notice.

However, you can contact us at any time to limit our sharing.

Questions? Call 706-739-1085 or visit a South State Advisory, Inc. office to speak with a representative.


Who We Are
Who is providing this notice? South State Advisory, Inc., which also operates as South State Retirement Plan Services and Minis & Company.
What We Do
How does South State Advisory, Inc. 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.
How does South State Advisory, Inc. collect my personal information? We collect your personal information, for example, when you

  • Open an account, seek advice for investments, or perform transactions;
  • Direct us to buy securities or direct us to sell securities;
  • Enter into an investment advisory contract.


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 nonaffiliates 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.
Affiliates Companies related by common ownership or control. They can be financial and nonfinancial companies.

  • Our affiliates include companies such as South State Corporation and South State Bank
Nonaffiliates Companies not related by common ownership or control. They can be financial and nonfinancial companies.

  • Nonaffiliates we share with can include credit card companies, mortgage servicing providers, and marketing service providers so they can market to you.
Joint marketing A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

  • Our joint marketing partners include credit card companies, marketing service providers, investment companies, and insurance companies.