CANNON ADVISORS
2108 SOUTH BOULEVARD SUITE 200 CHARLOTTE, NC 28203

704-820-8393 - BRYAN@CANNONADVISORS.COM

PRIVACY POLICY
Investment advisers are required by law to inform their clients of their policies regarding privacy of client information.
We are bound by professional standards of confidentiality that are even more stringent than those required by law.
Federal law gives the customer the right to limit some but not all sharing of personal information. It also requires us to tell
you how we collect, share, and protect your personal information.

TYPES OF NONPUBLIC PERSONAL INFORMATION (NPI) WE COLLECT We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization. This can include but is not limited to your Social Security Number, Date of Birth, Banking Information, Financial Account Numbers and/or Balances, Sources of Income, and Credit Card Numbers or Information. When you are no longer our customer, we may continue to share your information only as described in this notice.

PARTIES TO WHOM WE DISCLOSE INFORMATION All Investment Advisers may need to share personal information to run their everyday business. In the section below, we list the reasons that we may share your personal information: For 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; For our marketing – to offer our products and services to you; For joint marketing with other financial companies;  For our affiliates’ everyday business purposes – information about your transactions and experiences and information about your creditworthiness; or For non-affiliates to market to you.

If you are a new customer we may begin sharing your information on the day you sign our agreement. When you are no longer our customer, we may continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.

PROTECTING CONFIDENTIALITY OF CURRENT AND FORMER CLIENT’S INFORMATION To protect your personal information from unauthorized access and use, we use security measures that comply with federal law, including computer safeguards and secured files and building.

FEDERAL & STATE LAW ALLOWS YOU TO LIMIT SHARING – OPTING OUT Federal law allows you the right to limit the sharing of your NPI by “opting-out” of the following: sharing for non-affiliates’ everyday business purposes – information about your creditworthiness; or sharing with affiliates or non-affiliates who use your information to market to you. State laws and individual companies may give you additional rights to limit sharing. Please notify us immediately if you choose to opt out of these types of sharing.

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 non-financial companies; Joint marketing – a formal agreement between non-affiliated financial companies that together market financial products or services to you.

Please call if you have any questions. Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.

CANNON TAX & ACCOUNTING, INC.
2108 SOUTH BOULEVARD SUITE 200 CHARLOTTE, NC 28203
704-849-2199 - ADMIN@CANNONACCOUNTING.COM

** PRIVACY POLICY **

Accounting Firms are required by law to inform their clients of their policies regarding privacy of client information. We
are bound by professional standards of confidentiality that are even more stringent than those required by law.

Federal law gives the customer the right to limit some but not all sharing of personal information. It also requires us to tell
you how we collect, share, and protect your personal information.

TYPES OF NONPUBLIC PERSONAL INFORMATION (NPI) WE COLLECT
We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your
authorization. This can include but is not limited to your Social Security Number, Date of Birth, Banking Information,
Financial Account Numbers and/or Balances, Sources of Income, and Credit Card Numbers or Information. We may share
your information only as described in this notice.

PARTIES TO WHOM WE DISCLOSE INFORMATION
For current and former clients, we do not disclose any nonpublic personal, financial or health information obtained in the
course of our practice except as required or permitted by law or without your written permission. Permitted disclosures
include, for instance providing information to our employees or staff and in limited situations to unrelated third parties who
need to know this information to assist us in providing services to you. In all such situations, we stress the confidential nature
of the information being shared.

PROTECTING CONFIDENTIALITY OF CURRENT AND FORMER CLIENT’S INFORMATION
We retain records relating to professional services so that we are better able to assist you with your professional needs and,
in some cases, to comply with professional guidelines. In order to guard your nonpublic information, we maintain physical,
electronic, and procedural safeguards that comply with our professional standards.

Please call if you have any questions. Your privacy, our professional ethics, and the ability to provide you with quality
financial services are very important to us.

Adopted March 2006/Revised December 2020