Triquetra Wealth may use your personal information to manage your account(s) whilst providing our services and to develop and improve upon our services that we offer to you. We will not disclose your personal information to any external person or entity other than the below mentioned:

• As mandated by law or regulation.
• Persons acting as our service providers or agents albeit under a strict code of confidentiality;
• Anyone to whom we transfer or may transfer our rights and duties under your Customer Agreement; or

We will make sure that the use of your information is only for the purpose of providing the agreed service(s). Security guardrails are in place to protect your personal information against loss or theft, as well as unauthorized access, disclosure, copying, use, or modification regardless of the format in which it is held. The guardrails that Triquetra Wealth will use may vary depending on the sensitivity of the personal information with highest priority being given to sensitive personal information.