At Fiduciary Solutions, protecting your privacy is very important to us. We want you to understand what information we collect and how we use it. We are providing you with this privacy notice on behalf of Fiduciary Solutions.

What Information Do We Collect? From Whom?

We collect and use "nonpublic personal information" in order to provide our customers with a broad range of financial and administrative services as effectively and conveniently as possible. "Nonpublic personal information" is nonpublic information about you that we obtain in connection with providing financial services to you. We may collect nonpublic personal information about you from the following sources:

· Information we receive from you on applications or other forms (such as your name, address, and social security number);
· Information about your transactions with us, or others (such as your account balance and transaction history);
· Information we receive from your other financial services providers (such as your attorney, accountant, insurance agent, broker, or bank);
· Information that you voluntarily provide for purposes of preparing a financial plan or other financial consulting projects; and
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What Are Our Security Procedures?

We limit access to your nonpublic personal information to employees who require such information in order to conduct our business, service your account or help you accomplish your financial objectives. We require our employees to maintain and protect the confidentiality of your nonpublic personal information by following established procedures. We maintain physical, electronic and procedural safeguards to protect your nonpublic personal information.

What Information Do We Disclose to Non-Affiliated Third Parties?

Fiduciary Solutions does not disclose nonpublic personal information about you to any non-affiliated third parties without your prior written consent. Although we have no affiliates, we work with a variety of third parties under contract to perform services on our behalf (such as transaction processing, data processing and computer software maintenance and development). We will share nonpublic personal information with non-affiliated companies only when they agree to uphold and maintain our privacy standards when handling a client's nonpublic personal information.

We also may disclose nonpublic personal information to non-affiliated companies, regulatory authorities, law enforcement agencies and self-regulatory organizations as permitted and/or required by applicable law. For example, we may disclose such information at the request of a regulatory agency with jurisdiction over us.

We also may disclose nonpublic personal information in response to proper legal process, or in connection with a civil dispute between a client and us.

The confidentiality of your nonpublic personal information will continue to be maintained even if you decide to terminate your contract with us or otherwise cease to do business with us.

Fiduciary Solutions' Pledge To You

We believe your privacy should never be compromised. At the same time we want to offer you the array of financial services you need to accomplish your financial goals. We believe we can do both by adhering to the provisions of this privacy notice.