PRIVACY POLICY

An important part of the relationship we have with our clients is the information they share with
us. We want each client to know how we treat their non-public personal information and
sensitive information (“NPPI”). We keep  NPPI such as social security numbers and account balances confidential. We take steps to safeguard this data from anyone
who should not have access to it. We do not sell this information to anyone.

In dealing with Talon Wealth, LLC, clients can expect that we will take the steps outlined below to keep all their information confidential and secure.

OUR PRIVACY POLICY

In providing financial services and products (“Service”) to our clients, we collect certain non-public information about them. Our policy is to keep this information confidential and strictly
safeguarded, and to use or disclose it only as needed to provide services to our clients, or as permitted by law. Protecting your privacy is important to us.

INFORMATION WE COLLECT

The non-public personal information we have about clients includes the information they give us when opening an account or communicating with us. This could include:
 Name and address
 Social Security Number
 Investment objectives and experience
 Financial circumstances
 Employment history
 Account balances and transactions

HOW WE SHARE YOUR PERSONAL INFORMATION

We do not sell personal client information to anyone.

Affiliates. We may share personal information about you with our affiliated companies for everyday business purposes, however, our affiliated companies are not permitted to use this information to market their products or services to you.

We do not disclose personal information about our clients to non-affiliated third parties, without expressed written consent. We may disclose anonymous information that cannot be linked to an
individual client on occasion, but only to companies that we hire to help us provide products and services to our clients, or as required by law, or as authorized by the client personally, or as
otherwise described in this Privacy Policy.

Service Providers. Companies and individuals that provide services on our behalf or help us operate our services and business (such as IT, hosting, investment trading, customer relationship management and support, print and mail fulfillment, data management, email delivery, etc.).

Service-Related Third Parties. Brokers, custodians, administrators, transfer agents, investment funds and their respective managed and other non-affiliated third parties as necessary to provide our services to you.

Mobile Phone Numbers and SMS Data Sharing. We will not share your mobile phone information with any third parties or affiliates for marketing or promotional purposes. All SMS sharing includes text message opt-in and consent. Text messaging opt-in and consent information is never shared with anyone for any purpose. All SMS communications include opt out and help options.

HOW INFORMATION IS USED

We use your personal information for the following purposes:

Service Delivery. We use your personal information to provide, operate, and improve the Service; execute your transactions; provide support for the service; and respond to your
inquiries, questions and feedback.

Compliance and Operations. We may use your personal information to: comply with applicable laws, lawful requests, and legal process, such as to respond to subpoenas or requests
from government authorities; protect our, your or others’ rights, privacy, safety or property (including by making and defending legal claims); audit our internal processes for compliance with legal and contractual requirements and internal policies; and prevent, identify, investigate and deter fraudulent, harmful, unauthorized, unethical or illegal activity, including cyberattacks
and identity theft.

HOW LONG WE RETAIN YOUR INFORMATION

We retain personal information in accordance with our information management policies, which establish general standards and procedures regarding the retention, handling, and disposition of
our records, including personal information. Personal information is retained as long as necessary to meet legal and regulatory requirements. Retention may be extended if we are required to preserve personal information in connection with litigation, investigations, and proceedings.

HOW INFORMATION IS SAFEGUARDED

We maintain procedural, technical, and physical safeguards for the Services to help protect against the loss, misuse, or unauthorized access, disclosure, alteration, or destruction of the information you provide via the Services. These safeguards vary depending upon the sensitivity of the information we collect and store. We have procedures in place that we believe are reasonably designed to protect the security and confidentiality of client information. These include confidentiality agreements with companies we hire to help us provide services to clients, password-protected user access to our computer files, and strict confidentiality policies that apply to all Talon personnel, vendors and contractors. Even though we employ information safeguards, you acknowledge that threats to information security is dynamic, and as such, there is always a possibility of unforeseen risks, vulnerabilities, or sophisticated attacks that may impact the effectiveness of our safeguards.

LINKS TO THIRD PARTY WEBSITES

You acknowledge that we may provide links to third-party websites and that we are not responsible for the content of such third-party websites or their terms, conditions, or privacy
policies. You acknowledge that you must carefully review the terms, conditions, and privacy policies of all third-party websites prior to using and you assume all risk of using third-party
websites. Furthermore, you understand and agree to not hold us responsible for any third-party content provided on our website that may infringe on intellectual property rights, rights of privacy or publicity, or any rights of any nature in any jurisdiction.

UPDATES TO OUR PRIVACY POLICY

We may update this Privacy Policy to reflect changes to our information needs or our Services. If we make any material changes, we will notify you before these changes come into effect at the
email address specified in your account or via a notice on this website. We encourage you to periodically review this page for the latest information on our privacy practices. By continuing to use our Services, you agree to any changes in our Privacy Policy.

YOUR DATA CHOICES

You have the following choices with respect to your personal information: Decline to provide information. We need to collect personal information to provide certain
services. If you do not provide the information requested, we may not be able to provide those services.

How to contact us. You can reach us in the following ways:
 Mail: 11974 CR 101, Suite #103, The Villages, FL. 32162
 Phone: (800) 838-6950