FACTS

WHAT DOES BCP GLOBAL DO WITH YOUR PERSONAL INFORMATION?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

• Social Security Number and Income

• Investment Experience and Assets

• Employment Information and Risk Tolerance

When you are no longer our customer, we continue to share your information as described in this notice.

How?

All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons BCP Global chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information

Does BCP Global share?

Can you limit this

sharing?

For our everyday business purposes –

such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

YES

NO

For our marketing purposes –

to offer our products and services to you

NO

We Don’t Share

For joint marketing with other financial companies

NO

We Don’t Share

For our affiliates’ everyday business purposes – information about your transactions and experiences

NO

We Don’t Share

For our affiliates’ everyday business purposes –

information about your creditworthiness

NO

We Don’t Share

For our affiliates to market to you

NO

We Don’t Share

For nonaffiliates to market to you

NO

We Don’t Share

Who we are

Who is providing this notice?

BCP Global

What we do

How does BCP Global protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

BCP Global maintains safeguards that comply with federal standards to protect nonpublic personal information of our customers, including procedures to assure appropriate access to,

and use of, information about our customers.

How does BCP Global collect my personal information?

We collect your personal information, for example, when you

• Seek advice about your investments or Enter into an investment advisory contract

• Provide your driver’s license or Give us your contact information

• Tell us about your investment or retirement portfolio

We also collect your personal information from others, such as credit bureaus, affiliates, or other companies.

Why can’t I limit all sharing?

Federal law gives you the right to limit only:

• sharing for affiliates’ everyday business purposes-information about your creditworthiness

• affiliates from using your information to market to you

• sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

Definitions

Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies.

• BCP Global does not share with our affiliates.

Non-Affiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

• BCP Global does not share with nonaffiliates so they can market to you.

Joint Marketing

A formal agreement between non affiliated financial companies that together market financial products or services to you.

• BCP Global does not jointly market.

Cookies

What are cookies and how does BCP Global use them?

Cookies are files or information that can be stored on your devices when you visit websites or use online services. BCP Global utilizes cookies to facilitate the use and experience of the website and applications to the interests and needs of the users, as well as to assist and improve its structures and content. Cookies can also be used to speed up your future activities and experiences on our

services.

Types of Cookies

Necessary

Necessary cookies are essential for the website to function properly. These cookies ensure basic functionalities and security features of the website. You can set your browser to block or alert you about these cookies, but doing so may prevent parts of the

website from working correctly.

Functional

Functional cookies allow the website to remember your choices and thus offer a customized experience. They also allow users to watch videos, use social media, fields for comments, forums, among others.

Performance

Performance cookies help understand how visitors interact with the website. Information is collected about the visited areas, the time spent, and any problems encountered, with its error messages. We use Google Analytics to monitor the traffic and to measure and improve the website’s performance.

Marketing

Marketing cookies are used to offer more relevant and interesting content to the user. They can present advertising with better targeting or limit the quantity shown on the website pages. Also allowing to measure the effectiveness of an advertising campaign.