Fiduciary Benefits Group (“FBG”) recognizes that our relationships with current and prospective clients are based
on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship
with you. We place the highest value on the information you share with us. FBG will not disclose your personal
information to anyone unless it is required by law or at your direction. We will not sell your personal information.

We want our clients to understand what information we collect, how we use it, and how we protect your personal

Why We Collect Your Information
We gather information about you so that we can:
● Help design and implement the investment and financial planning related services we provide you; and
● Comply with the Federal and State laws and regulations that govern us.

What Information We Collect and Maintain
We may collect the following types of “nonpublic personal information” (“NPI”) about you:
● Information from our initial meeting or subsequent consultations about your identity, such as your name,
address, social security number, date of birth, and financial information;
● Information that we generate to service your financial needs; and
● Information that we may receive from third parties in connection with the services we provide you.

What Information We Disclose
We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain
circumstances. FBG may disclose client's NPI: (1) to individuals and/or entities not affiliated with FBG, including,
but not limited to third-parties that assist in the supervision or management of your account(s) (i.e., sub-advisers,
account custodian, record keeper, attorney, etc.); (2) to service providers contracted by us in order for us to perform
the duties in furtherance of the client's engagement with FBG (i.e. client management systems, archiving
technology vendors, cloud service providers, etc.); (3) to your authorized representative or power of attorney; (4)
when we receive your prior consent; (5) in connection with a proposed or actual sale, merger, or transfer of all or a
portion of our business; and (6) as otherwise permitted to do so in accordance with the parameters of applicable
federal and/or state privacy regulations.

In the event that FBG has a change to its client privacy policy that would allow it to disclose non-public
information not covered under applicable law, FBG will allow its clients the opportunity to opt-out of such

How We Protect Your Personal Information
Privacy has always been important to FBG. We restrict and limit access to client information only to those who
need to carry out their business functions. We safeguard client information by preventing its unauthorized access,
disclosure, or use. We maintain physical, electronic, and procedural safeguards to protect your confidential personal
information. Arrangements with companies or independent contractors not affiliated with FBG will be subject to
confidentiality agreements and/or Privacy Policy.

Former Clients
Even if we cease to provide you with financial services, our Privacy Policy will continue to apply to you, and we
will continue to treat your nonpublic information with strict confidentiality. We maintain all records regarding all
former clients for the retention period required by law.

Contact Us
Clients are encouraged to discuss any questions regarding privacy policies and procedures directly with Damian
Dufour, Chief Compliance Officer of FBG. Please contact Damian Dufour at (951) 212-8747