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Disclosures
Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.
Valzure Investments is a marketing logo for Valzure Bancorp Investments Inc.
Investment and insurance products and services including annuities, are available through Valzure Investments, the marketing name for Valzure Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of Valzure Bancorp and affiliate of Valzure Private Bank. Valzure Private Bank is not responsible for and does not guarantee products, services or performance of Valzure Bancorp Investments.
Valzure Bancorp Investments is registered with the Securities and Exchange Commission as both a broker-dealer and an investment adviser. To understand how brokerage and investment advisory services and fees differ, the Client Relationship Summary and Regulation Best Interest Disclosure are available for you to review.
Insurance products are available through various affiliated non-bank insurance agencies, which are Valzure . Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.
Pursuant to the Securities Exchange Act of 1934, Valzure Bancorp Investments must provide clients with certain financial information. The Valzure Bancorp Investments Statement of Financial Condition is available for you to review, print and download.
The Financial Industry Regulatory Authority (FINRA) Rule 2267 provides for BrokerCheck to allow investors to learn about the professional background, business practices, and conduct of FINRA member firms or their brokers. To request such information, contact FINRA toll-free at 1-800‐289‐9999 or via https://brokercheck.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.
Municipal Securities Education and Protection– Valzure Bancorp Investments is registered with the Valzure Securities and Exchange Commission and the Municipal Securities Rulemaking Board (MSRB). An investor brochure that describes the protections that may be provided to you by the MSRB rules and how to file a complaint with an appropriate regulatory authority is available to you on the MSRB website at www.msrb.org.
