Privacy Policy

Surience Private Wealth is committed to client confidentiality and the protection of your privacy. The following information is provided, as required by law, to help you understand our privacy policy and how we will handle and maintain confidential personal information as we fulfill our obligations to protect your privacy. "Personal information" refers to the non-public financial information obtained by Surience Private Wealth in connection with carrying out our services.

Information We Collect

Surience Private Wealth collects personal information as part of our relationship to you, to provide client services and fulfill legal and regulatory requirements. The type of information Surience Private Wealth collects may include:

• Information Surience Private Wealth receives from you on forms (such as name, address, Social Security number, profile documents, assets and income);
• Information you provide Surience Private Wealth directly about your personal finances or personal circumstances or which Surience Private Wealth may receive from brokerage statements or other information you authorize Surience Private Wealth to receive.

Information Disclosed In Administering Products and Services

Surience Private Wealth will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law. Surience Private Wealth does not sell any personal information about you to any third-party. Surience Private Wealth will not disclose personal information without your authorization, except as required or permitted by law.

Procedures to Protect Confidentiality and Security of Your Personal Information

Surience Private Wealth has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. In addition, Surience Private Wealth maintains physical, electronic and procedural safeguards to guard your non-public personal information.

Surience Private Wealth will update its policy and procedures when necessary to ensure that your privacy is maintained and that Surience Private Wealth conducts business in a way that fulfills our commitment to you. If Surience Private Wealth makes any material changes in its privacy policy, we will make that information available to clients through our Web site and/or other communications.