Privacy Policy

Effective Date: March 24, 2026

Reliant Fund Services (“we,” “us,” or “our”) is committed to protecting the privacy and security of the personal information we collect. This Privacy Policy describes how we handle information collected through our website and in the course of providing fund administration services.

1. Information We Collect

We collect information that identifies, relates to, or could reasonably be linked to you (“Personal Information”). This includes:

• Information You Provide: Name, email address, phone number, and any professional details submitted via our contact forms.
• Automated Information: We may automatically collect your IP address, browser type, and details about your interaction with our site to improve user experience.
• Client Data: In our role as a fund administrator, we process nonpublic personal information (NPI) about investors as directed by our fund manager clients.

2. How We Use Your Information

We use your information to:

• Provide and manage fund administration services.
• Respond to inquiries and provide requested information.
• Comply with legal and regulatory obligations, such as Anti-Money Laundering (AML) and Know Your Customer (KYC) requirements.
• Maintain the security and integrity of our systems.

3. Information Sharing and Disclosure

We do not sell or rent your personal information to third parties. We may share information with:

• Service Providers: Trusted vendors who assist in our operations (e.g., IT support, secure cloud storage) under strict confidentiality agreements.
• Legal Requirements: If required by law, subpoena, or regulatory mandate (such as SEC or FINRA requests).
• Mobile Information: No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

4. Data Security

We maintain physical, electronic, and procedural safeguards designed to protect your personal information. Access is restricted to authorized individuals who need the information to perform their job functions. While we strive to use commercially acceptable means to protect your data, no method of transmission over the internet is 100% secure.

5. Your Rights and Choices

Depending on your jurisdiction, you may have rights to:

• Access the personal information we hold about you.
• Request correction of inaccurate data.
• Opt-out of certain communications by replying “STOP” to text messages or using “Unsubscribe” in emails.

6. Contact Us

If you have questions about this policy or our privacy practices, please contact us at:

Reliant Fund Services
New York, NY
Email: info@reliantfundservices.com
Phone: 212-514-5100

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