Legal Notices & Privacy Disclosures

All communications originating from Arcus, Inc. and its affiliates — including email, attachments, and any related correspondence — are strictly confidential and intended solely for the named recipient(s). Unauthorized disclosure, distribution, reproduction, or use of any such communication is strictly prohibited.

If you have received any communication from Arcus, Inc. in error, please notify the sender immediately by reply email, permanently delete the message and all attachments from your systems, and refrain from disclosing, copying, forwarding, or acting on any information contained therein.

Arcus, Inc. provides technology infrastructure, software, and managed services to registered investment advisers, broker-dealers, and other regulated financial institutions. Nothing contained in any communication from Arcus, Inc. constitutes investment advice, a solicitation, or an offer to buy or sell any security, financial product, or investment strategy.

Any information relating to financial services, regulatory compliance, or related matters is provided for informational and operational purposes only and does not constitute legal, compliance, tax, or regulatory guidance. Recipients should consult their own qualified legal and compliance advisers before taking any action based on information received from Arcus, Inc.

Arcus, Inc. is a technology company and is not a registered investment adviser, broker-dealer, or financial institution.

Arcus Partners is an AI-first technology company. Our personnel may utilize AI-assisted tools — including large language models, generative AI systems, and automated workflow software — to support the drafting, summarization, analysis, or review of communications, documents, and deliverables.

Arcus, Inc. does not share confidential client data with third-party AI systems or platforms without a current and applicable data processing agreement, confidentiality agreement, or equivalent contractual protection in place. All AI tools used in connection with client engagements are subject to Arcus’s internal data governance and security protocols.

If you have questions regarding our use of AI tools, our data handling practices, or the application of AI in connection with your engagement, please contact us at: privacy@arcuspartners.com.

Arcus, Inc. is committed to protecting the privacy and security of personal information in accordance with applicable law. We process personal data in compliance with applicable U.S. state privacy regulations, including but not limited to the California Consumer Privacy Act (CCPA) and related regulations, as well as any other applicable federal or state privacy laws.

Arcus, Inc. does not sell personal information. We collect and use personal information only as necessary to provide our services, fulfill contractual obligations, comply with legal requirements, and operate our business. Personal information is retained only for as long as necessary for these purposes or as required by law.

If you are a California resident or otherwise have rights under applicable privacy law, you may contact us to exercise your rights, including rights of access, correction, deletion, or portability, by contacting: privacy@arcuspartners.com.

For clients subject to Gramm-Leach-Bliley Act (GLBA) obligations, please refer to your applicable service agreement and Arcus’s data processing addendum for specific provisions governing the handling of nonpublic personal information.

Email and electronic transmission cannot be guaranteed to be fully secure, error-free, or free from interception, delay, or unauthorized access. Arcus, Inc. and its affiliates do not accept liability for any loss, corruption, or damage arising from transmission errors, malware, or unauthorized interception of electronic communications.

Recipients are advised to verify the authenticity and integrity of any communications and attachments received from Arcus, Inc. prior to opening or acting on them. Arcus, Inc. employs reasonable and industry-standard technical and organizational measures to protect the security and confidentiality of outbound communications.

Arcus, Inc. reserves the right to monitor outbound electronic communications as permitted by applicable law and solely for the purposes of security, compliance, and quality assurance.