Identity Verification Procedures Notice

To help the U.S. government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. To comply, Etico Partners LLC (“EP”) requires customers to provide name, address, date of birth and government-issued identification number (generally, a social security number) and, in some cases, additional information that may help with the identification process. EP may also consult third-party services to help with the identification process.