At Elevate Financial & Insurance Services, LLC we believe that it is essential to protect
the privacy of client information. The nature and importance of our client relationships
require the highest standards of confidentiality and discretion. Below is a summary of
the non-public personal information that we may collect and maintain during the course
of our relationship, our policy regarding the use of that information, and the measures
we take to safeguard that information. We do not sell non-public personal information to
anyone and only share it with others as described below. Information We Collect In the
course of our business relationship, we obtain non-public personal information about
clients, including:
- Information we receive from you on applications, surveys, or other forms (such
as your name, address, and social security number and information about your
employment, income, assets, beneficiaries and investment objectives).
- Information about your transactions with us, our affiliates or others (such as
account activity, loan history, and transaction information from other banks and
financial advisers with whom you work).
- Information we might receive from outside agencies or other advisers or
investment managers with whom you work.

Disclosure Policy
We do not disclose any non-public personal information about our clients or former
clients to anyone, except as permitted by law to facilitate our services to our clients or
as otherwise required by law. As allowed by law, we share information about current
and former clients among our affiliates as necessary to help us service your account
with us. We also provide non-public personal information to non-affiliated companies
that require the information to provide specific services to client accounts.

Information Security
We have implemented procedures designed to restrict access to your non-public
personal information to those employees who need it to perform their job
responsibilities. We maintain physical, electronic and procedural safeguards that comply
with federal standards to guard your non-public personal information. This information is
being provided in accordance with the provisions of Section V of the Gramm-Leach-
Bliley Act and the regulations of the federal banking regulators issued thereunder.

Cookies
We use cookies, web beacons and similar technologies (“Cookies”) to track information
provided by your browser and our software application when you use this website. A
Cookie is a small piece of information that a website, such as this one, stores on your
web browser on your device and can later retrieve. “Session” Cookies are temporary
and will expire at the end of a browser session; that is, when you leave our website.

Session Cookies allow our website to recognize you and carry information as you
navigate between pages during a single browser session. This allows you to use our
website most efficiently. “Persistent” Cookies, in contrast, remain in the Cookie file of
your browser even after you leave our website and after the browser is closed. These
Persistent Cookies enable this website to recognize you on your return, remember your
preferences and provide tailored services to you. A Cookie will not contain information
that will enable us to contact you via telephone, e-mail, or other means.
Our website uses Session and Persistent Cookies to permit us and our website service
partners to:

1. Measure your use of our website in an effort to improve its quality and enhance
your overall experience, including tracking page views, time and date of website
access, and other usage and navigation data, and identifying your operating
system and browser type (but not other information about your computer or the
files or programs on it) and your general geographic location; and
2. Aggregate usage data to track trends and analyze patterns on the website.
If you do not wish to accept Cookies from our website, please either disable them or
refrain from using this website. If Cookies are disabled, it may mean that you
experience reduced functionality or will be prevented from using all or part of this
website.

Most browsers are initially set to accept Cookies. However, you have the ability to
change your browser settings. It may also be possible to configure your browser
settings to enable acceptance of specific Cookies or to notify you each time a new
Cookie is about to be stored on your device enabling you to decide whether to accept or
reject the Cookie. You can also disable Cookies by configuring your browser setting to
reject Cookies. Please refer to the help section of your browser for instructions on
disabling Cookies. For more information about Cookies, how they work, why they are so
useful and how to disable them, you can visit www.allaboutcookies.org.

Data will not be shared with third parties for marketing or promotional purposes.