Trident Partners

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Description

Significant business disruptions can vary in their scope, such as only our firm, a single building housing our firm, the business district where our firm is located, the city where we are located, or the whole region. Within each of these areas, the severity of the disruption can also vary from minimal to severe. Our plan is designed to allow us to continue in business, transfer operations to our clearing firms if necessary, and notify you through our web site at www.tridentpartnersltd.com or our customer emergency number, 800-341-1990, on how to contact us.

In opening and servicing customer accounts, Trident Partners Ltd. (“Trident”) needs to collect certain kinds of personal information — identifying information (such as your name, address, telephone number, and Social Security number), application information (such as information about your assets, income, investment goals, and risk preferences), and transaction information (such as account activity information). Trident will use personal information in ways that are in accord with the purposes for which we originally requested it.

Trident Partners Ltd. is a rapidly growing full service investment firm whose focus is providing individual attention toward servicing our clients’ accounts.

Our clearing firm, RBC CS LLC backs up our important records in a geographically separate area. While every emergency situation poses unique problems based on external factors, such as time of day and the severity of the disruption, we have been advised by our clearing firm that their objective is to restore their own operations and be able to complete existing transactions and accept new transactions and payments within a reasonable time period. Your orders and requests for funds and securities could be delayed during this period.

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