Use of Customer Information - Privacy Policy At m.Davis Financial, customer service is very important to us. As we continue to improve and expand our services and delivery channels, we recognize our customers' need and desire to preserve their privacy and confidentiality. Safeguarding our customers' privacy is also very important to us. The following policy affirms our continued commitment to preserving customer confidentiality. · We, at m.Davis Financial, have adopted standards that hold our employees responsible for maintaining and preserving customer confidentiality. · We gather customer information, including information gathered over the Internet, for specific business purposes only. We use customer information for the purpose of managing your accounts, transactions and records; complying with regulatory requirements; enhancing our service; and providing you with the accounts and services you want. · Unless you request otherwise, we share customer information among our subsidiaries, affiliates and agents, as allowed by our internal procedures and applicable laws and regulations, to provide our customers with special offers of products or services. If you do not wish to have your personal information shared in this regard, other than information about transactions or experiences with m.Davis Financial, please write us at the following address: Customer Service m Davis Financial 12411 Rancho Bernardo RoadSan Diego, CA 92128· m.Davis Financial does not sell its customers' information to mailing lists or any other marketing agency other than for our use to market m.Davis Financial's products. · Sometimes, in order to provide you with better service, we contract with third party service providers. We require that our third party providers honor our customers' rights to privacy. · We, at m.Davis Financial, also are committed to maintaining accurate and complete records on your financial information and diligently pursuing the resolution of any reported or known inaccuracies or discrepancies. For procedures to use when reporting to us possible inaccuracies or discrepancies in your financial information, or possible unauthorized access to or use of your account information, you will need to follow the required procedures set forth in your account and/or transaction disclosures and/or statements. · m.Davis Financial has developed and implemented security procedures to help maintain customer confidentiality and prevent unauthorized access of customer information. To help preserve confidentiality, m.Davis Financial's employees have access to information only on a "need to know" basis. Customer information access is controlled and periodically audited to ensure compliance with established controls.