Fiduciary Partners Inc

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Our Commitment to You When you become a Fiduciary Partners client, you entrust us with the custody of your assets, and your personal and financial data as well. We recognize that your relationship with us is based on trust, and that you expect us to act responsibly and in your best interests. Because your personal and financial data is your private information, we hold ourselves to the highest standards in its safekeeping and use. This means, most importantly, that we do not sell client information-whether it is your personal information or the fact that you are our client-to anyone. Instead, we use your information primarily to complete transactions that you request. The Information We Collect About You You typically provide personal information when you complete a Fiduciary Partners agreement. This information may include your: Name and Address, Social Security Number or other Taxpayer Identification Number, Assets, Account Balance, and Investment Activity. How We Handle Your Personal Information As emphasized above, we do not sell information about current or former clients or their accounts to third parties. Nor do we share such information, except when necessary to complete transactions at your request. Here are the details: How We Protect Privacy Online You may be familiar with our website, www.fiduciarypartners.com . Our concern for the privacy of our clients naturally extends to those who use our website. How We Safeguard Your Personal Information We restrict access to information about you to those Fiduciary Partners employees who need to know the information to provide products or services to you. We maintain strict physical, electronic, and procedural safeguards to protect your personal information. What You Can Do For your protection, we recommend that you do not provide your account information to anyone. If you become aware of any suspicious activity relating to your account, please contact us immediately. We'll Keep You Informed As required by federal law, we will notify clients of our privacy policy annually. We reserve the right to modify this policy at any time, but rest assured that if we do change it, we will tell you promptly. You will also be able to access our privacy policy from our website. Mutual Fund Notice Your account may hold mutual funds which rebate fees known as 12b-1 fees or shareholder services fees. Those fees are NOT paid to your investment advisor as additional compensation, but may be used to offset the expenses incurred by us in the trading and sub-accounting for those funds.

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