Common use of Sharing of Personal Information Clause in Contracts

Sharing of Personal Information. Except as otherwise agreed in writing or as required by applicable law, rule or regulation, Advisor may share your personal information with our affiliates so that they may process and service your transactions. However, the Advisor will never sell customer lists to any third party. Further, we do not disclose personal information to nonaffiliated third parties, except as required by law or as permitted by law to service your account, such as follows: • Third‐party service providers that assist us in servicing your accounts (e.g. securities clearinghouses); • To governmental agencies and law enforcement officials (e.g. valid subpoenas, court orders); • To financial institutions that perform marketing services on our behalf or with whom we have joint marketing agreements that provide for the confidentiality of personal information. Advisor is herein given absolute authority by Client to disclose, provide copies of, and communicate information obtained from client or developed by Advisor to: .

Sharing of Personal Information. Except as otherwise agreed in writing or as required by applicable law, rule or regulation, Advisor may share your personal information with our affiliates so that they may process and service your transactions. However, the Advisor will never sell customer lists to any third party. Further, we do not disclose personal information to nonaffiliated third parties, except as required by law or as permitted by law to service your account, such as follows: • Third‐party service providers that assist us in servicing your accounts (e.g. securities clearinghouses); • To governmental agencies and law enforcement officials (e.g. valid subpoenas, court orders); • To financial institutions that perform marketing services on our behalf or with whom we have joint marketing agreements that provide for the confidentiality of personal information. Advisor is herein given absolute authority by Client to disclose, provide copies of, and communicate information obtained from client or developed by Advisor to: .

Sharing of Personal Information. Except as otherwise agreed in writing or as required by applicable law, rule or regulation, Advisor may share your personal information with our affiliates so that they may process and service your transactions. However, the Advisor will never sell customer lists to any third party. Further, we do not disclose personal information to nonaffiliated third parties, except as required by law or as permitted by law to service your account, such as follows: • Third‐party service providers that assist us in servicing your accounts (e.g. securities clearinghouses); • To governmental agencies and law enforcement officials (e.g. valid subpoenas, court orders); • To financial institutions that perform marketing services on our behalf or with whom we have joint marketing agreements that provide for the confidentiality of personal information. Clients authorize the use of performance of the Account data in the compilation of the Advisor’s performance data. Advisor is herein given absolute authority by Client to disclose, provide copies of, and communicate information obtained from client or developed by Advisor to: .

Sharing of Personal Information. Except as otherwise agreed in writing or as required by applicable law, rule or regulation, Advisor may share your personal information with our affiliates so that they may process and service your transactions. However, the Advisor will never sell customer lists to any third party. Further, we do not disclose personal information to nonaffiliated third parties, except as required by law or as permitted by law to service your account, such as follows: • Third‐party service providers that assist us in servicing your accounts (e.g. securities clearinghouses); • To governmental agencies and law enforcement officials (e.g. valid subpoenas, court orders); • To financial institutions that perform marketing services on our behalf or with whom we have joint marketing agreements that provide for the confidentiality of personal information. Advisor is herein given absolute authority by Client to disclose, provide copies of, and communicate information obtained from client or developed by Advisor to: Clients authorize the use of performance of the Account data in the compilation of the Advisor’s performance data.