Corpus Capital Management, Inc.
PRIVACY POLICY NOTICE

Corpus Capital Management  is committed to adhering to the requirements and expectations regarding the privacy of personal information. Privacy regulations are founded upon three definitions:

1. Consumer – a person who purchases products from the firm, but is not yet in an investment
advisory relationship with the firm, or a person who provides nonpublic personal
information after attending a seminar, but has not yet established an investment advisory
relationship with the firm.

2. Client – a person with a continuous relationship with the firm, or that individual’s
designated representative.

3. Confidential Information – personally identifiable private information, not available from
public sources, about a client or consumer. It generally includes name, address, age, social
security number, assets, income, net-worth, account balances, account numbers, beneficiary
information, or investment history.

CCM collects nonpublic information about client and consumers. We will not share nonpublic
information about clients or consumers with third parties not affiliated with CCM, except as noted
below:

• To complete transactions or account changes, as directed by the client
• To maintain or service a client’s account
• If requested by the client
• With contracted service providers of administrative functions for CCM
• If CCM is required or permitted by law or regulatory authorities with jurisdiction over the firm

As a client of CCM your privacy is important to us. We are dedicated to safeguarding your personal and financial information. We restrict access to confidential personal information about
you to those employees who need to know that information to provide products or services to you.

Corpus Insurance Services, Inc. is affiliated with Corpus Capital Management, Inc.

We maintain physical, electronic, and procedural safeguards to comply with federal standards to
guard your confidential personal information. Please contact us with any questions about this
policy.