Online Services:

If you register for products or services, we retain your user ID and password and other information about your use of our websites in order that we may recognize you as a registered user. We may obtain your e-mail address from you or from another source. We may send you e-mail offers for our and our affiliates' products and services. We may also send you e-mails for third party products and services we think may be of interest to you. If you opt out from receiving e-mail offers, we may still send (via e-mail or otherwise) important information about your account with us (if applicable) and our products and services.

Nonpublic Personal Information:

In the event visitors provide Epic Investment Solutions with nonpublic personal information about themselves (e.g., name, address, phone number, e-mail address) for the purpose of receiving information about our products and services, or if you are an Epic Investment Solutions client and we obtain from you or from other sources nonpublic personal information about you in the course of providing you with our products and services, we will safeguard such nonpublic personal information. We may contact you for offers for our and our affiliates' products and services. We may also contact you for third party products and services we think may be of interest to you.