FACTS

WHAT DOES SONMORE FINANCIAL LLC 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
 and
income

·        
Account balances and payment history

How?

All financial companies need to share customers’ personal
information to run their everyday business.
In the section
below, we list the reasons
financial companies can share their customers’ personal information; the reasons we choose
to share; and whether you can limit this sharing.

Reasons we can share your personal information

Do we share?

Can you limit this sharing?

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

Yes

No

For our marketing purposes—

to offer our products and services to you

No

NA

For joint marketing with other financial companies

No

NA

For our affiliates’ everyday business purposes—

information about your transactions and experiences

No

NA

For our affiliates’ everyday business purposes—

information about your creditworthiness

No

NA

For our affiliates to market to you

No

NA

For non-affiliates to market to you

No

NA

To limit

our sharing

·        
Mail the form
below

Please note:

If you are a new customer, we can begin sharing your information from the date
you received this notice. When you are no longer
our customer, we continue to share your information as described in this notice.

However, you can contact us at any time to limit our sharing.

Questions?

Call 480-439-0500

Who we are

Who is providing this notice?

Sonmore Financial LLC  

What we do

How do
we protect your 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 do we collect your personal information?

We collect your personal information, for example, when you

·        
Open an
account or deposit money

Why can’t
you 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
non-affiliates to market
to you

State laws and individual companies may give you additional rights to limit sharing.

By opting into
SMS, you are agreeing to receive SMS messages from Sonmore Financial. This
includes SMS messages for appointment scheduling, appointment reminders,
post-visit instructions, and billing notifications. Message frequency varies.
Message and data rates may apply. Message HELP for help. Reply STOP to any
message to opt out.

SMS opt-in or phone number for the purpose of SMS are not shared with any third parties or affiliate companies for marketing purposes.

What happens when you limit sharing for an account
you hold jointly?

Your choices will apply to everyone on your account—unless you tell us otherwise.

Definitions

Affiliates

Companies related by common ownership or control. They can be financial and non-financial companies.

Non-affiliates

Companies not related
by common ownership or control. They can be financial and nonfinancial companies.

Joint marketing

A
formal agreement between
non-affiliated financial companies that together market
financial products or services to you.

Mail-in Form

If you
have a joint account, your choice(s) will apply to everyone on your account
unless you mark below.

o Apply only to me

Mark any you want to limit:

o Do not use my personal
information to market to me.

o Do not use my personal
information for marketing with other financial companies.

o Do not share information about my transactions and experiences with
your affiliates.

o Do not use my information about
my creditworthiness for affiliates everyday business purposes.

o Do not allow your affiliates to
use my personal information to market to me.

o Do not share my personal
information for non-affiliates to market to me.

Name

Mail to:

Sonmore Financial LLC

1490 S. Price Rd., Ste 116

Chandler, AZ 85286

Address

City, State, Zip

Account #