Disclosure

The Insight Group® Inc. may only transact business in this state if first registered, excluded or exempted from state investment adviser, or investment advisor representative registration requirements. Follow-up and individualized responses to persons in this state by The Insight Group, Inc. or investment advisor representatives that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, as may be, will not be made absent compliance with state investment adviser or investment advisor representative registration requirements, or an applicable exemption or exclusion.

Privacy Policy

As a client of The Insight Group, you share both personal and financial information with us. Your privacy is important to us, and we are dedicated to safeguarding your personal and financial information.

Information provided by clients
In the normal course of doing business, we typically obtain the following non-public personal information about our clients:

• Personal information regarding our clients’ identity such as name, address and social security number
• Information regarding securities transactions effected by us
• Client financial information such as net-worth, assets, income, bank account information and account balances

How we manage and protect your personal information
We do not sell information about current or former clients to third parties, nor is it our practice to disclose such information to third parties unless requested to do so by a client or client representative or, if necessary, in order to process a transaction, service an account or as permitted by law. Additionally, we may share information with outside companies that perform administrative services for us. However, our contractual arrangements with these service providers require them to treat your information as confidential.

In order to protect your personal information, we maintain physical, electronic and procedural safeguards to protect your personal information. Our Privacy Policy restricts the use of client information and requires that it be held in strict confidence.

Client notifications
We are required by law to annually provide a notice describing our privacy policy. In addition, we will inform you promptly if there are changes to our policy.

Please do not hesitate to contact us with questions about this notice.

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