Privacy Policy for Sysco Global Finance

Last Updated: July 29, 2025

Welcome to Sysco Global Finance. We are committed to protecting the privacy and security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you interact with our services.

1. Information We Collect

We may collect various types of information from and about you, including:

• Personal Identification Information: Name, address, email address, phone number, date of birth, social security number (or equivalent national identification number), and other identifiers necessary for financial services.
• Financial Information: Bank account details, investment history, income, assets, liabilities, tax information, transaction data, and other financial details required to provide our services.
• Contact Information: Information you provide when you contact us with inquiries, feedback, or support requests.
• Technical Data: IP address, browser type, operating system, device information, access times, and referring website addresses when you access our online platforms.
• Usage Data: Information about how you use our services, including pages viewed, features used, and interactions with our website or applications.

2. How We Collect Your Information

We collect information through various methods, including:

• Directly from You: When you provide it to us through application forms, agreements, correspondence, phone calls, emails, or in-person meetings.
• From Third Parties: We may receive information from third-party service providers (e.g., credit reporting agencies, financial institutions) as permitted by law and with your consent where required.
• Automated Technologies: As you navigate our website or online platforms, we may use cookies, web beacons, and other tracking technologies to collect technical and usage data.

3. How We Use Your Information

We use the information we collect for various purposes, including:

• Providing Financial Services: To deliver our asset and financial management services, including managing your investments, executing transactions, and providing financial advice.
• Client Relationship Management: To communicate with you, respond to your inquiries, provide customer support, and manage your account.
• Compliance and Legal Obligations: To comply with applicable laws, regulations, and legal processes, including anti-money laundering (AML) and know-your-customer (KYC) requirements.
• Risk Management: To identify, assess, and mitigate financial and operational risks.
• Improving Our Services: To analyze usage patterns, develop new services, and enhance the functionality and user experience of our platforms.
• Marketing and Communication (with consent): To send you updates, newsletters, and information about our services that may be of interest to you, where permitted by law and with your explicit consent.
• Security: To detect, prevent, and investigate fraudulent or unauthorized activities.

4. How We Share Your Information

We may share your information with the following categories of recipients:

• Internal Staff: Your information is accessible to our employees, contractors, and agents who need to know the information to perform their duties and provide our services.
• Service Providers: We may share information with trusted third-party service providers who assist us in operating our business, such as IT services, data storage, payment processing, and administrative support. These providers are obligated to protect your information and use it only for the purposes for which we disclose it to them.
• Financial Institutions: With your authorization, we may share information with banks, brokerage firms, and other financial institutions as necessary to facilitate transactions or provide our services.
• Legal and Regulatory Authorities: We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., a court order or government agency).
• Business Transfers: In the event of a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred as part of that transaction. We will notify you via email and/or a prominent notice on our website of any such change in ownership or control of your personal information.
• With Your Consent: We may disclose your personal information for any other purpose with your explicit consent.

5. Data Security

We implement robust security measures designed to protect your information from unauthorized access, use, alteration, and disclosure. These measures include:

• Encryption: Using encryption technologies to protect data during transmission and at rest.
• Access Controls: Restricting access to personal information to only those employees, contractors, and agents who have a legitimate business need.
• Firewalls and Network Security: Employing firewalls and other network security measures to protect our systems.
• Regular Audits and Assessments: Conducting regular security audits and vulnerability assessments.
• Employee Training: Training our employees on data privacy and security best practices.

While we strive to protect your personal information, no method of transmission over the internet or method of electronic storage is 100% secure. Therefore, we cannot guarantee its absolute security.

6. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes for which it was collected, including for the purposes of satisfying any legal, accounting, or reporting requirements. To determine the appropriate retention period for personal data, we consider the amount, nature, and sensitivity of the personal data, the potential risk of harm from unauthorized use or disclosure of your personal data, the purposes for which we process your personal data and whether we can achieve those purposes through other means, and the applicable legal requirements.

7. Your Rights

Depending on your jurisdiction, you may have certain rights regarding your personal information, including:

• Right to Access: The right to request copies of your personal data.
• Right to Rectification: The right to request that we correct any information you believe is inaccurate or complete information you believe is incomplete.
• Right to Erasure (Right to be Forgotten): The right to request that we erase your personal data under certain conditions.
• Right to Restrict Processing: The right to request that we restrict the processing of your personal data under certain conditions.
• Right to Object to Processing: The right to object to our processing of your personal data under certain conditions.
• Right to Data Portability: The right to request that we transfer the data that we have collected to another organization, or directly to you, under certain conditions.
• Right to Withdraw Consent: Where we rely on your consent to process your personal information, you have the right to withdraw that consent at any time. This will not affect the lawfulness of any processing carried out before you withdraw your consent.

To exercise any of these rights, please contact us using the details provided below. We may require you to verify your identity before responding to your request.

8. Third-Party Links

Our website or communications may contain links to third-party websites. This Privacy Policy does not apply to those third-party sites. We encourage you to review the privacy policies of any third-party websites you visit.

9. Children's Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have inadvertently collected personal information from a child, we will take steps to delete such information as soon as possible.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any material changes by posting the updated policy on our website and updating the "Last Updated" date. We encourage you to review this Privacy Policy periodically.

11. Contact Us

If you have any questions or concerns about this Privacy Policy or our privacy practices, please contact us at:

Sysco Global Finance