Privacy Policy Notice

Incompass Financial Partners, LLC has adopted this policy with recognition that protecting the
privacy and security of the personal information we obtain about our customers is an important
responsibility. We also know that you expect us to service you in an accurate and efficient manner.
To do so, we must collect and maintain certain personal information about you. We want you to
know what information we collect and how we use and safeguard that information.

WHAT INFORMATION WE COLLECT
We collect certain nonpublic personal identifying information about you (such as your name,
address, social security number, etc.) from information that you provide on applications or other
forms as well as communications (electronic, telephone, written or in person) with you or your
authorized representatives (such as your attorney, accountant, etc.). We also collect information
about your brokerage accounts and transactions (such as purchases, sales, account balances,
inquiries, etc.).

WHAT INFORMATION WE DISCLOSE
We do not sell, share, or disclose your nonpublic personal information to non-affiliated third party
financial companies. We will not disclose the nonpublic personal information we collect about
our customers to anyone except as necessary as follows: (i) in furtherance of our business
relationship with them and then only to those persons necessary to effect the transactions and
provide the services that they authorize (such as broker-dealers, custodians, independent managers
etc.); (ii) to persons assessing our compliance with industry standards (e.g., professional licensing
authorities, etc.); (iii) our attorneys, accountants, and auditors; or (iv) as otherwise provided by
law.

We are permitted by law to disclose the nonpublic personal information about you to governmental
agencies and other third parties in certain circumstances (such as third parties that perform
administrative or marketing services on our behalf or for joint marketing programs), however we
will not do so. These third parties are prohibited to use or share the information for any other
purpose. If you decide at some point to either terminate our services or become an inactive
customer, we will continue to adhere to our privacy policy, as may be amended from time to time.

SECURITY OF YOUR INFORMATION
We restrict access to your nonpublic personal information to those employees who need to know
that information to service your account. We maintain physical, electronic and procedural
safeguards that comply with applicable federal or state standards to protect your nonpublic
personal information.

CHANGES TO OUR PRIVACY POLICY OR RELATIONSHIP WITH YOU
Our policy about obtaining and disclosing information may change from time to time. We will
provide you notice of any material change to this policy before we implement the change.