PRIVACY NOTICE

Written Information Security Program of Palmetto Coast Advisors, Inc.

At Palmetto Coast Advisors, Inc., protecting your privacy is very important to us. We want you to understand what information we collect and how we use it. We collect and use "nonpublic personal information" in order to provide our clients with a broad range of financial services as effectively and conveniently as possible. We treat nonpublic personal information in accordance with this privacy policy.

"Nonpublic personal information" is nonpublic information about you that we obtain in connection with providing a financial service or product to you.

What Information Do We Collect? In order to fulfill our obligations to you, we need certain information. Generally, this includes your name, address, social security number, date of birth, account numbers, and information about your income. We may also have access to other sensitive information, such as credit scores and income tax information.

Where Do We Get This Information? We may collect nonpublic personal information about you from a variety of sources, including:

• Information we receive from you on applications or other forms;

• Information about your transactions with us, our affiliates, or others, such as the custodian(s) of your account(s); and

• Information we receive from non-affiliated third parties, including consumer reporting agencies.

What Information Do We Disclose and To Whom? We do not disclose any nonpublic information about you without your express consent, except as permitted by law and as needed to provide the services you have requested. This applies to current as well as former clients. We restrict access to your nonpublic personal information to those who need that information in order to provide products or services to you.

We do not currently have any affiliated companies. Should that change, this notice will be updated accordingly.

Our Security Procedures We maintain physical, electronic, and procedural safeguards to protect your nonpublic personal information. This includes measures to protect your information in the course of its storage, use, and disposal.

Updates to This Notice We will provide you with a revised notice if our information practices change in a way that would require disclosure under applicable law. The current version of this notice is available upon request and on our website.

Palmetto Coast Advisors, Inc., Mount Pleasant, South Carolina