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The Select Approach™ as a method of
providing direction,
strengthening
relationships and
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PRIVACY POLICY

Effective July 9, 2012

This is the Website of The Select Approach, LLC

Your Privacy Is Not for Sale

Your Acceptance of this Privacy Policy: By using this Site, you indicate your acceptance of our Privacy Policy. If you do not agree to this Privacy Policy, please do not use our Site. We reserve the right, at our discretion, to change, modify, add, or remove portions from this Privacy Policy at any time so visitors are encouraged to review this Privacy Policy from time to time. Your continued use of our Site following the posting of changes to these terms means you accept these changes.

This is the privacy policy (“Privacy Policy”), effective as of July 9th, 2012, for the Web site available at http://www.theselectapproach.com (the “Site”) made available by The Select Approach, LLC (“TSA,” “us,” “we”).  This Privacy Policy sets forth our policies regarding the collection, use and disclosure of certain information relating to your use of the Site. Your use of this Site signifies your understanding and acceptance of the terms of this Privacy Policy.

We know the importance of keeping your privacy and our Privacy Policy is designed to assist you in understanding how we collect, use and protect the personal information you provide to us, and to assist you in making informed decisions when using the Site. This Privacy Policy will be continuously assessed against new technologies, business practices and our clients needs. As we update and diversify our products and services, this Privacy Policy may evolve. Please check this page for updates periodically. We will try to post any changes to this Privacy Policy before they become effective. If we make any material changes to this Privacy Policy, we will notify you here, by email or by means of a notice on our Sites home page.

As you may know, Maplewood Investments, Inc. (“MPLW”) and National Financial Services LLC (“NFS”) have an agreement that “NFS” will provide trade execution, clearing and related activities for your account with us.

If you have questions or concerns regarding this Privacy Policy or wish to exclude your personal information from our direct marketing purposes, please feel free to contact us at mail@www.theselectapproach.com or by writing to us at The Select Approach, LLC, Attn: Marketing, 12222 Merit Drive, Suite 1390, Dallas, Texas 75251.

Please note: by using or registering with our Site or by providing personal information, you agree to the terms of this Privacy Policy.

How and Why We Obtain Information

In order to facilitate the servicing of your account, we may receive nonpublic personal information about you, from you or any of the following sources:

1.  Your applications or forms (examples include name, address, Social Security number, date of birth, assets and income).

2.  Transactional activity in your account (examples include trading history and balances).

3.  Verification services and consumer reporting agencies (to ensure accuracy of application data, or to assess creditworthiness if you apply for our credit products).

4.  Other sources with your consent or with the consent of your broker/dealer (for example, from other institutions if you transfer positions into “NFS”).

We verify our customer’s identity to actively prevent, deter and detect illegal financial activity.  As of October 1, 2003, pursuant to the USA Patriot Act, all customers who open new accounts with “MPLW” will be required to provide identification verification documents to help establish their identity including your driver’s license or other identifying documents.

How We Protect your Information

We have always considered the protection of sensitive information to be a sound business practice and a foundation of customer trust.  We employ extensive information protection controls keeping with industry standards and practices, and we regularly adapt these physical, electronic and procedural controls to respond to changing requirements and advances in technology.  Within TSA, MPLW and among our service providers, we restrict access to your information to those who require that access is order to provide products and services to you.  We do not sell your personal information to anyone.  We may share the personal information we collect about our customers, prospects or former customers with NFS, MPLW or with their:

1.  Affiliates – including affiliated service providers (for example, their data processing provider and printing operation)

2.  Unaffiliated service providers (for example, their fulfillment companies and security clearinghouses)

3.  Government agencies and law enforcement officials (for example for tax reporting or under court order)

4.  Other organizations, as permitted by the laws that protect your privacy (such as for fraud prevention)

5.  Other organizations, with your consent.

Only employees with business reasons have access to your personal information.  These employees are educated on the importance of maintaining confidentiality and security of this information.  They are required to abide by our information handling practices.  The law allows you to “opt out” of only certain kinds of information sharing with third parties.  We do not share personal information about you with any third parties that triggers this opt-out right.  This means YOU ARE ALREADY OPTED OUT.

Modification of your choices and preferences
If you would like to opt out of any of our marketing programs, or wish to withdraw your consent to us contacting you via your e-mail, fax or phone number, or if your personal details change, please contact us through one of the following:
(i) by telephone, at +1 214 716 3055;
(ii) by facsimile, at +1 214 716 3056;
(iii) by email, by following the Opt-Out instruction contained in the body of any marketing e-mail from us or by sending us an e-mail at mail@www.theselectapproach.com by including a copy of the e-mail you have received and by typing “Remove” in the subject line of your e-mail; or
(iv) by mail to The Select Approach, LLC, Attn: Marketing, 12222 Merit Drive, Suite 1390, Dallas, Texas 75251.

Your election not to receive newsletters or promotional and marketing correspondence from us will not:

(a) preclude us from corresponding with you, by email or otherwise, regarding your existing or past relationship with us, and
(b) preclude us, including our employees, contractors, agents and other representatives, from accessing and viewing your personal information in the course of maintaining and improving the Site.

© 2012 The Select Approach, LLC

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