Jocelyn Pension Consulting, LLC - Statement of Privacy Policy
Commitment to Privacy: Protecting our clients’ privacy is important to Jocelyn Pension Consulting, LLC. (“JPC”). It is our policy that client Information obtained by us is not sold or made available to third parties except when third parties assist JPC in the management or maintenance of client accounts (such as a client’s custodian). Client information may be released in accordance with applicable laws and regulations. We will not share non-public personal information with nonaffiliated third parties without prior client consent, except as described below.

How JPC Gathers Information: We obtain information from the following sources:

Information that clients provide to us, whether in writing, in person, by telephone, electronically or by any other means. This information may include a client’s name, address, phone number, email, social security number, employment information, income, or investment experience.

Personal tax returns provided.

Transactional information including account balances, positions, investment history.

Consumer reporting agencies and public sources.

Sharing Information with Nonaffiliated Third Parties: We only disclose non-public client information to nonaffiliated third parties when we believe it is necessary to provide services to you or as required or permitted by law, such as: If you request or authorize the disclosure of the information; to provide client account services or account maintenance; to respond to a subpoena or court order, judicial process, law enforcement or regulatory authorities; to perform services for JPC or on its behalf to develop or maintain proprietary trading or other software; in connection with a proposed or actual sale, merger, or transfer of all or a portion of our business or an operating unit; and to help us prevent fraud.

We do not make any disclosure of client non-public personal information to companies who may want to sell their products or services to you.

Opt Out Provision: If, at any time in the future, it is necessary to disclose any client personal information in a way that is inconsistent with this policy, we will give our clients advance notice of the proposed disclosure so that they have the opportunity to opt out of such disclosure. We believe that sharing client private information under the circumstances noted above is either mandated by law or necessary for us to conduct our business and to best service client accounts. Clients desiring to opt out of the above disclosures should contact us immediately and we will terminate our agreement with you and arrange for you to transfer your account. If, at any time in the future, it is necessary to disclose any client personal information in a way that is inconsistent with this policy, we will give our clients advance notice of the proposed disclosure so that they will have the opportunity to opt out of such disclosure.

To Whom This Policy Applies: This Privacy Policy applies to individuals who have obtained services from us and continues to apply to all former clients.

Our Security Practices and Information Accuracy: We take steps to safeguard client information. We restrict access to the personal and account information of our clients to our employees and agents for business purposes only. We maintain physical, electronic, and procedural safeguards to guard your personal information. Additionally, we have internal controls to keep client information as accurate and complete as we can. If you believe any information about you is not accurate, please let us know.

We reserve the right to change our Privacy Policy. Any examples contained in this Privacy Policy are illustrations and not intended to be exclusive. If you have questions, contact support@jocelynpension.com