CUSO Financial Services L.P. Disclosure Information We at CUSO Financial Services, L.P. ("CFS") have created this site to provide you with information that you might find helpful in making informed investment decisions. We will occasionally update the information contained within this site. Please see other important disclosures located at cusonet.com/disclosures. Business Continuity Plan Consumer Privacy Notice Text Messaging Disclosures Notice of Collection of Personal Information eVISION Commission and Fee Schedule Referral Disclosure Form

All investment products and services: Are offered through CFS, a registered broker-dealer and registered investment advisor, and are not offered by the credit union; Are not insured by the National Credit Union Share Insurance Fund (NCUSIF) or any other agency; Are not deposits, obligations of or guaranteed by the Credit Union, or any affiliated entity; Involve investment risks, including fluctuations in value and possible loss of principal. If applicable, are being offered by an employee of the CUSO or Credit Union, who serves both functions of accepting member's deposits and the selling of non-deposit investment products. Member FINRA/SIPC