User Agreement

Our policy with regard to personal information about our clients is listed below.

We limit access to information only to those employees or nonaffiliated parties who have a business or professional reason for viewing this information and are permitted or required by law.

• Denali Fiduciary Management.
  Denali Fiduciary Management employees may require access to this information for a short period of time to ensure proper, efficient daily conduct of Denali Fiduciary Management's business.
• Brokerage and Investment Management Firms.
  Regulations permit us to share a limited amount of information about individuals with brokerage firms, such as Fidelity and Schwab, in order to execute any securities transactions on the individual's behalf.
• Proxy Services.
  At the individual's request, DFM may engage a proxy service to vote proxies on that individual's account.
• Other Client Professionals and Advisors.
  An individual may authorize DFM to disclose personal information with other professional advisors such as an accountant or attorney.
• Legal Proceedings.
  In the event an individual is involved in a legal proceeding, such as a civil lawsuit, DFM could be required by law to provide personal client information.

We do not sell personal information to mailing list vendors or solicitors for any purpose, without exception.

We maintain procedural, electronic, and physical safeguards to protect all of your information at all times.

The categories of nonpublic personal information that we collect from a client depend on the scope of the client engagement.It may include information about an individual's personal finances, transactions between an individual and third parties (for example the purchase of insurance policies) and other information provided by third parties.

For unaffiliated third parties that require access to personal information, including financial services companies, consultants, and auditors, strict confidentiality of personal information is required.

Federal and State regulators may review firm records as permitted under law.

Personally identifiable information about an individual will be maintained during the time the individual is a client and for the required period thereafter that such records are required to be maintained by federal and state securities laws, and is consistent with the CFP Board Code of Ethics and Professional Responsibility.After this required period of record retention, all such information will be destroyed.

Should further clarification about any of the above policies be required, please call Denali Fiduciary Management's offices at (206) 463-6707.

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