Summary of changes to Terms & Conditions and Data Privacy

We have updated our Terms & Conditions and Privacy Statement along with related policies to include references to the Ascentium group. These updates include changes to how data and information may be shared between the two organisations.

As outlined in the revised documents, we may share certain personal and client data within the Ascentium group for legitimate business purposes, such as enhancing the quality of our client services. If you would prefer that we do not share your information in this way, please let us know at fid-Privacy@ascentium.com.

Specifically, we have:

Terms & Conditions

• Updated the name of Harneys Fiduciary to Ascentium

• Updated the definitions of what constitutes the Ascentium group of companies (noting the 2025 version of these terms already included that Ascentium group of companies’ definition)

All Policies

• Updated the name of Harneys Fiduciary to Ascentium

• Updated the definitions of what constitutes the Ascentium group of companies (noting the 2025 version of these terms already included that Ascentium group of companies’ definition)

We encourage you to review the updated Terms & Conditions and Privacy Statement. By continuing to use our products and services on or after the last updated date on the document in question, you agree to our updated Terms & Conditions and Data Privacy Statement. These documents will be available to you anytime you need them through the links on our homepage.