Program Description CapCompass Partners (“we,” “us,” “our”) may send you text messages(SMS/MMS) for the following purposes:

• Marketing messages: Updates about our services, events, and investment banking offerings (only with your express written consent)
• Non-marketing / transactional messages: Billing updates, account notifications, meeting confirmations, and client service communications

Consent By checking the applicable consent box on our opt-in form and submitting your mobile phone number, you provide your express written consent to receive text messages from CapCompass Partners at the number provided. Consent is not a condition of purchase or receipt of services.

Message Frequency Message frequency varies based on your engagement and account activity. You may receive up to 3 messages per month for marketing purposes.

Message & Data Rates Standard message and data rates may apply depending on your mobile carrier and plan.

How to Opt Out You may opt out of text messages at any time by:

• Replying STOP to any text message from us
• Contacting us directly at inquiries@capcompasspartners.com
• Upon receipt of your STOP request, we will send a one-time confirmation message and cease sending further messages, except as required by law or for urgent account/safety purposes.

How to Get Help Reply HELP to any of our text messages or contact us at inquiries@capcompasspartners.com for assistance.

Supported Carriers Our messaging program is supported by most major U.S. wireless carriers. Carrier availability may vary.

Privacy Your mobile phone number and SMS consent information will not be sold or shared with third parties for their own marketing purposes. Please review our full Privacy Policy at capcompasspartners.com/privacy-policy for details on how we handle your information.

Contact Us CapCompass Partners
Email: inquiries@capcompasspartners.com
Website: capcompasspartners.com