Pursuant to Regulation S-P adopted by the Securities and Exchange Commission it is the policy of Generosity Wealth Management, LLC (the “Company”) to keep confidential, nonpublic personal information collected by the Company (“information”) pertaining to each current and former client (i.e., information and records pertaining to personal background, investment objectives, financial situation, investment holdings, account numbers, account balances, etc.) unless the Company is: (1) previously authorized by the client (and/or 17 C.F.R 160.14, 160.15) to disclose information to individuals and/or entities affiliated and not affiliated with the Company, including, but not limited to the client’s other professional advisors and/or service providers (i.e., attorneys, accountant, insurance agent, broker-dealer, investment adviser, account custodian, etc.); (2) required to do so by judicial or regulatory process; or (3) otherwise permitted to do so in accordance with the parameters of Regulation S-P.

The disclosure of information contained in any document completed by the client for processing and/or transmittal by the Company in order to facilitate the commencement/continuation/termination of a business relationship between the client and a nonaffiliated third party service provider (i.e., broker-dealer, investment adviser, account custodian, insurance company, etc.), including information contained in any document completed and/or executed by the client for the Company (i.e., advisory agreement, client information form, etc.), shall be deemed as having been automatically authorized by the client with respect to the corresponding nonaffiliated third party service provider.

Each individual and/or entity affiliated with the Company is aware of the Company’s Privacy Policy, and has acknowledged his/her/its requirement to comply with the same. In accordance with the Company’s Privacy Policy, each such affiliated individual and/or entity shall have access to information to the extent reasonably necessary for the Company to perform its services for the client, and to comply with applicable regulatory procedures and requirements. The Company will keep confidential information of clients in a secure and locked room or outside storage facility and all electronic files will be stored on a password protected computer system with passwords being periodically changed.

Should you have any questions regarding the above, please contact Michael Brady at (303) 747-6455.