CUSTOMER INFORMATION AND PRIVACY POLICY One Accord Strategic Growth Partners is committed to protecting the privacy of our clients’ information.  As evidence of our strong commitment to protecting our clients’ privacy, we have adopted the following privacy principles and have implemented them at all levels of our organization. Our policies apply to former and inactive clients as well as to current clients. 1. Our Clients Expect Privacy. We understand that you expect your personal and financial affairs to be held in the strictest confidence. As a client of One Accord Strategic Growth Partners, you have entrusted us to protect your privacy and to safeguard your personal information. We take this responsibility seriously and have designed policies and procedures to prevent misuse of this information. 2. Why We Collect, Retain, and Use Customer Information. We collect, retain, and use information about you that we deem necessary to administer our business and provide products, services, and other opportunities to you. If we collect information about you, we do so for a specific business purpose; and if you request, we will tell you why we are collecting the information. Some of the reasons we use your information are the following: To better understand your financial needs. To complete a transaction or request initiated by you. To help us design and improve our products and services. To comply with certain laws and regulations. 3. We Will Maintain Accurate Information. Maintaining the accuracy of your personal information is important. We have procedures to help assure that your personal information is accurate, current and complete. We also have procedures to correct inaccurate information in a timely manner, including processes to update information or remove outdated information. If you discover any information we have about you that is incorrect, please let us know. 4. We Limit Employee Access To Your Information. Access to personally identifiable information about you is limited to those employees who have a specific business reason to know such information. Our employees are educated and trained on the importance of confidentiality and privacy of customer information. 5. We Restrict Disclosure of Account Information. It is not our policy to sell your private, confidential information to others. We do reveal specific information about your accounts or other personally identifiable data to parties outside our organization under the following circumstances: You request or authorize disclosure. The information is provided to help complete a transaction initiated by you. The disclosure is otherwise lawfully permitted or required. YOU DO NOT NEED TO REQUEST CONFIDENTIALITY… IT IS OUR STANDARD PRACTICE.