We at SlateStone Wealth (“SlateStone”,” “we,” “us,” or “our”) have created this “Privacy Policy”  because we know that you care about how information you provide to us is used and shared. This  Privacy Policy relates to our information collection and use of your information through our  website located at https://www.slatestone.com (the “Site”). 

By visiting our Site, you are agreeing to the terms of this Privacy Policy and the accompanying  Terms of Use. 

The Information We Collect and/or Receive 

In the course of operating the Site, we will collect (and/or receive) the following types of  information. You authorize us to collect and/or receive such information. 

Contact Information 

Describe How Contact Information Is Used 

On slatestone.com/contact-us/ page, if you choose to contact us using the Online Contact Form,  we collect name, email, and a message. The phone number field is optional and not required. 

Other Information 

In addition to the Contact Information, we may collect additional information (the “Other  Information”). Such Other Information may include: 

  1. From Your Activity 

When visiting the Site, your browser makes an HTTP request to our web server. This HTTP request  contains certain information logged by our web server including, without limitation, IP address,  browser type and language, referring and exit pages and URLs, date and time, amount of time  spent on particular pages, what sections of the Site visitors visit, and similar information  concerning your use of the Site. 

  1. From Cookies

We collect information using “cookie” technology. Cookies are small packets of data that a website  stores on your computer or mobile device’s hard drive so that your computer will “remember”  information about your visit. We use session cookies, which expire once you close your web  browser, to help us collect Other Information and to streamline your experience using the Site. If  you do not want us to place a cookie on your hard drive, you may be able to turn that feature off  on your computer or mobile device. Please consult your Internet browser’s documentation for  information on how to do this and how to delete persistent cookies, as applicable. However, if you  decide not to accept cookies from us, the Site may not function properly as we only use cookies  that are technically necessary for functioning of the Site; we do not use any third-party analytics,  web audience measurement, or retargeting services. 

For general website browsing, we collect browser information, country of origin, city of origin if  known, region of origin if known, the date and time, the source IP address, operating system and  the page you viewed. 

SlateStone’s website is limited to the dissemination of general information pertaining to its  business services and is for informational and educational purposes only. The information  provided is for the sole use of our clients, prospective clients, and business partners, and only in  connection with the purposes for which it is presented. The firm does not transact business on its  website, nor should information herein be construed as financial advice. Accordingly, any  information published on this website is not an offer to sell, or an attempt to effect securities  transactions or to be considered personalized investment advice over the Internet. To receive  financial advice from SlateStone, the consumer or prospective client must enter into a written  agreement with the firm after direct contact with one of SlateStone’s representatives who is  registered in the prospective client’s state of residence or who qualifies for an exemption from  registration in the state where the prospective client resides. 

Each client and prospective client agree, as a condition of accessing SlateStone’s website, to  release and hold harmless SlateStone, its officers, directors, owners, employees and agents from  any and all adverse consequences resulting from any action and/or omission which are  independent of such client or prospective client’s receipt of personalized individual advice from  SlateStone. 

The opinions expressed herein are subject to change without notice. SlateStone makes no  representations or warranties as to the accuracy, timeliness, suitability, completeness, or  relevance of any information prepared by any third party, whether linked to SlateStone’s website  or included herein. Furthermore, SlateStone has obtained information from sources it believes to  be reliable but has not verified such information independently for its accuracy. 

Links to third-party websites on this site are provided as a convenience. By clicking on a third party link, you will leave this site and enter a third-party website. We do not control these sites, or  their content and we are not responsible for the accuracy or reliability of any information, data,  opinions, advice, or statements made on these sites. We provide these links merely as a  convenience; including such links does not imply an endorsement. We are not liable for any  damages or losses caused by your use of any third-party website. While we strive to keep these 

links up-to-date and relevant, we cannot guarantee their functionality or security. Please note that  your use of third-party websites is subject to those websites’ terms of service and privacy policies. 

By accepting delivery of the information, the recipient agrees that the information set forth may  not be reproduced, reprinted, disseminated, displayed, or utilized for any reason other than the  purposes expressed by SlateStone without the prior written consent of SlateStone. 

Changes to This Privacy Policy 

This Privacy Policy is effective as of this date. We may change this Privacy Policy from time to time  with or without notice to you, to the extent permitted by applicable law. Any such changes will be  posted on the Site. To the extent permitted by applicable law, by accessing the Site after we make  any such changes to this Privacy Policy, you are deemed to have accepted such changes. Please be  

aware, to the extent permitted by applicable law, our use of your information is governed by the  Privacy Policy in effect at the time we collect the Information. Please refer to this Privacy Policy on  a regular basis. 

How to Contact Us 

If you have questions about this Privacy Policy, please contact us via e-mail at:  [email protected] 

GDPR Disclosure 

To the extent there is a conflict between this GDPR Disclosure and any other provision of this  Privacy Policy, this GDPR Disclosure shall control with respect to EEA Individuals. 

Thank you for visiting our website.