FACTS | What Does Sand Hill Global Advisors, LLC (“Sand Hill”) Do with Your Personal Information?

Why?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What?
The types of personal information we collect and share depend on the product or service you have with us. This information can include:

• Social security number, date of birth, and address
• Assets, income, and employment information
• Account balances, transactions, and holdings

When you are no longer our customer, we continue to share your information as described in this notice.

How?
All financial companies need to share clients’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their clients’ personal information; the reasons Sand Hill chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information:

• For our everyday business purposes— such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus.
  • Does Sand Hill share? Yes
  • Can you limit this sharing? No
• For our marketing purposes— to offer our products and services to you
  • Does Sand Hill share? Yes
  • Can you limit this sharing? No
• For joint marketing with other financial companies.
  • Does Sand Hill share? No
  • Can you limit this sharing? We Don’t Share
• For our affiliates’ everyday business purposes— information about your transactions and experiences.
  • Does Sand Hill share? No
  • Can you limit this sharing? We Don’t Share
• For our affiliates’ everyday business purposes— information about your creditworthiness.
  • Does Sand Hill share? No
  • Can you limit this sharing? We Don’t Share
• For nonaffiliates to market to you.
  • Does Sand Hill share? No
  • Can you limit this sharing? We Don’t Share

Questions? Call 650-854-9150 or go to https://www.sandhillglobaladvisors.com

Who We Are
Who is providing this notice? Sand Hill Global Advisors, LLC (“Sand Hill”)

What We Do
How does Sand Hill protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

How does Sand Hill collect my personal information? We collect your personal information, for example, when you:

• Open an account or provide contact information
• Seek financial or investment advice
• Enter into an investment advisory agreement
• Make deposits or withdrawals from your account

Why can’t I limit all sharing? Federal law gives you the right to limit only:

• Sharing for affiliates’ everyday business purposes—information about your creditworthiness
• Affiliates from using your information to market to you
• Sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law.

Definitions

Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies.
>> Sand Hill has no affiliates.

Nonaffiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
>> Sand Hill does not share with non-affiliates so they can market to you.

Joint marketing
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
>> Sand Hill does not engage in joint marketing.

Other Important Information

Information for California, North Dakota, Vermont and Nevada Clients In response to applicable state law, if the mailing address provided for your account is in California, North Dakota, or Vermont, we will automatically treat your account as if you do not want us to disclose your personal information to non-affiliated third parties for purposes of them marketing to you, except as permitted by the applicable state law. Nevada residents may request to be placed on Sand Hill’s “do not call” list at any time by calling 650-854-9150. Nevada law requires that we provide you with the following contact information for the Bureau of Consumer Protection: Office of the Nevada Attorney General, 555 E. Washington St., Suite 3900, Las Vegas, NV 89101; Telephone: 702-486-3132; Email: BCPINFO@ag.state.nv.us. To learn about additional privacy right protections by Sand Hill, please contact us.

Rev. 04/2020