At MARQUIS (“we” or “us”) we value the privacy of each client (“you”) and work hard to maintain the strictest levels of confidentiality. This document outlines our privacy policies, which apply to our parent company, all subsidiaries, and our website, as well as fair information principles that apply to the industry as a whole.

MARQUIS PRIVACY POLICIES
It is our policy to comply with the various laws and regulations governing privacy and data security. We understand the importance of protecting information about your financial institution and your customers, and we also understand that you are bound by regulations regarding the sharing of Nonpublic Personal Information. We adhere to current regulations including the Gramm-Leach-Bliley Act and subsequent regulations.

How We Collect And Use Information
When you become a MARQUIS customer, we may collect information relating to your business, using methods described below or by other publicly available means. We may also gather information relating to your customers as needed to provide services to you and to process requests or inquiries on your behalf. To serve you better, we may supplement this information with information from other sources or business partners.

We collect, retain, and use this information for the purposes of: (1) protecting and administering your records and accounts; (2) complying with applicable laws and regulations; (3) helping us design or improve our products and services; (4) maintaining your accounts or otherwise meeting your needs; and (5) understanding your needs so that we can provide you with quality products and superior service. We may also access your information when considering a request from you for additional services or when exercising our rights under the law or any agreement with you. We may share the fact that you are a customer of ours if allowed by our agreement, but do not otherwise share your information with third parties except as described below.

We do not provide this information to third parties for the purpose of independent telemarketing or direct mail marketing of any non-financial products or services of those companies, except as may be allowed by an agreement with you. Further, we do not reveal specific information about your accounts or business to parties outside the combined operations and affiliates of MARQUIS unless: (1) you request or authorize it; (2) the information is provided to help complete a transaction or perform a service initiated or authorized by you or contemplated by our agreement; or (3) the disclosure is otherwise lawfully required.

In providing services to you, we may collect Nonpublic Personal Information about your customers. As necessary, we may share this information with third-party business partners so that they may provide support or services for one or more of the products we offer. These partners have agreed to safeguard confidential information received from us, including information about you or your customers and to abide by applicable law. We maintain strict data security safeguards to keep this information inaccessible to other, outside parties.

Direct Marketing
In order to continue improving our services to you, we may occasionally contact you to provide information on current products and services, new products, training opportunities or MARQUIS conferences. If you wish to opt out of these communications, please call us at 800.365.4274, send a fax to 469.241.9545 or mail your request to:

MARQUIS
1701 Legacy Drive, Suite 1000
Frisco, TX 75034

Customers who opt out of marketing communications may still be contacted as necessary to service your account or to provide you with information related to your MARQUIS software or services.

MARQUIS DATA SECURITY
At MARQUIS, we have policies and procedures in place to maintain the security of any data in our possession. We continually assess new technologies to optimize information security, and we train employees to handle information with care. Unfortunately, no data security methodology is 100% safe, and we cannot guarantee information security.

HOW YOU CAN HELP
You can help us protect your information by taking the following steps.

• When sending information about your customers, always use our secure file sharing sites. Please send only the necessary information.
• Please follow our requested procedures for file uploads, downloads and password protection protocols.
• We encourage you to stay informed on current security issues as they relate to data, financial services and direct marketing.

If you have questions or concerns regarding our privacy policies, please contact us.