LISI Disclosures

Disclosure Statement for LISI

Form ADV 2A for Leumi Advisor  

Form ADV 2A Wrap Brochure

Bank Leumi USA (BLUSA) is a subsidiary of Bank Leumi le-Israel, B.M., an Israeli bank founded in 1902. In the U.S., banking products and services are provided through BLUSA, and brokerage products and services are provided by Leumi Investment Services Inc (LISI). LISI is a member of FINRA (www.finra.org) and SIPC (www.sipc.org), and is a wholly-owned subsidiary of BLUSA.

Non-deposit investment products offered through Bank Leumi USA and LISI are:

* Not insured by the FDIC or any other federal or government entity

* Not guaranteed by BLUSA, Bank Leumi le-Israel, B.M., or any other bank

* Subject to investment risks, including possible loss of the principal amount invested.

All investors must carefully consider the risks, charges, fees, and expenses, review the prospectus or other offering information if applicable, and consider their personal financial situation and tolerance for risk before making any investment. If the information discussed in this communication concerns insurance, emerging markets, structured products, or other securities or securities-related product sold by or through LISI or BLUSA, please go to http://www.leumiusa.com/bank-disclosures for possible additional important disclosure information concerning the product or service.

Leumi Investment Services, Inc. (“LISI)” is a securities broker-dealer registered with the US Securities and Exchange Commission and various state securities regulators in the United States. LISI is not registered with, and does not intend to register with, regulatory authorities outside the United States. LISI does not offer any services to persons outside the United States that would require LISI to become a registered or licensed in any non-US jurisdiction.

Leumi Investment Services, Inc. (“LISI)” is a securities broker-dealer registered with the US Securities and Exchange Commission and various state securities regulators in the United States. LISI is not registered with, and does not intend to register with, regulatory authorities outside the United States. LISI does not offer any services to persons outside the United States that would require LISI to become a registered or licensed in any non-US jurisdiction.