Wealth Exchange Solutions LLC - PRIVACY POLICY

All information provided to Wealth Exchange Solutions LLC (WES) during the course of business, regardless of the method by which such information is obtained, is used solely for the purpose of providing an asset management service to our clients. No client information is sold or provided to any unaffiliated company, other than third parties retained to provide necessary services to our clients (e.g. custodians, broker/dealers effecting transactions, accountants and lawyers) as required by applicable law or as directed by a client. U.S. federal privacy laws regulate protecting the privacy of personal financial information pertaining to individuals who obtain financial services or products for household, personal or family purposes (referred to as "consumers"). This privacy policy applies to any non-public personal financial information we receive about consumers.

In the course of doing business with consumers, WES may collect certain non-public personal information about them. For example, this "non-public personal information" may include social security numbers, account balances and bank account information, and may be derived from account applications or other forms, or form transactions with WES or its affiliates.

WES is committed to ensuring that all non-public personal information about consumers is kept confidential. We will only disclose this information as permitted by law. For example, we may disclose such information to unaffiliated third parties such as: (1) government entities, in response to subpoenas or to comply with laws or regulations; (2) when a client directs us to do so or consents to the disclosure; (3) to service providers when their services are necessary for us to carry out our duties to consumers; and (4) to protect against fraud.

We maintain physical, electronic and procedural safeguards that comply with federal standards to guard non-public person information. We endeavor to ensure access to client information is physically secure. In addition, we maintain strict IT security policies to ensure client information held in electronic format is secure and the Compliance Officer will review those policies and procedures to make sure privacy is maintained. The Compliance Officer will designate appropriate personnel to secure paper and computer files containing personal information pertaining to consumers. They will report periodically on the status of privacy procedures to the Compliance Officer.

Information obtained through employment with WES must be used for the proper performance of each employee's duties. Sensitive information must only be discussed within WES on a "need to know" basis, and must never be discussed outside the company.

Employees have a duty to ensure the confidentiality of WES and client information. Upon joining WES, employees are required to sign a declaration undertaking to protect the confidentiality of the company and client information, or otherwise commit them to treating confidential information as such.