SMS Terms & Conditions

I. Opt-in and types of messages

By opting into SMS through a web form or another approved method, you agree to receive SMS messages from Olympus Peaks Financial at the mobile number you provide, limited to the message types disclosed when you opt in.

Client conversations (external). Messages may include two-way conversations responding to client or prospective-client service questions; appointment confirmations and reminders; administrative account-service notifications; notices that documents are available through an approved secure channel; and follow-up about requested paperwork.

Employee conversations (internal). Employees who separately opt in may receive business-related conversations between employees, scheduling updates, and operational notices. Client enrollment does not enroll anyone in employee messages, and employee enrollment does not authorize client or promotional messages.

Messages may be sent by staff or, where separately disclosed, consented to, and approved for the program, through automated tools. This program does not include promotional or advertising messages.

II. Messaging frequency and charges

Messaging frequency may vary. Frequency depends on your interactions and service needs. Message and data rates may apply. Contact your wireless carrier for details about your messaging plan.

III. How to opt out

To opt out at any time, text STOP in reply to a message from us. We honor other reasonable requests to withdraw SMS consent, including by telephone or email. You may receive one nonpromotional opt-out confirmation. We will not send further program messages unless you provide a new valid opt-in. Opting out does not terminate your advisory relationship.

IV. Assistance and contact information

For assistance, text HELP or visit our website at www.olympuspeaks.com. You may also call (801) 566-3510 or email admin@olympuspeaks.com.

V. Privacy and use of SMS information

We do not sell, rent, or share mobile opt-in information or text-message consent with third parties or affiliates for their own marketing, promotional purposes, or other independent use. Restricted communications providers and carriers may process mobile numbers, message content, and consent records only to operate, support, or verify the messaging program, or as required by law.

Visit our Privacy Policy for information about how we collect, use, protect, and retain information, and these SMS Terms of Service for the rules governing our messaging program.

VI. Voluntary and specific consent

Consent to text messaging is voluntary and is not a condition of purchasing goods or services. Providing a telephone number, signing an advisory agreement, or being an employee does not, by itself, enroll you in recurring texts. Your consent applies only to the program and message types disclosed at opt-in; it is not consent to marketing by another company.

Tell us promptly if your mobile number changes or is reassigned, and enroll only a number you are authorized to use. Withdrawal of consent does not require deletion of records that we must or may lawfully retain under our Privacy Policy.

VII. Appropriate use and delivery limits

Do not text trade orders, transfer instructions, formal termination notices, passwords, authentication codes, Social Security numbers, or full financial account numbers. Use the approved secure channels and notice procedures in your advisory agreement. Messages may be delayed or undelivered and are not continuously monitored. Do not use SMS for emergencies or time-sensitive transaction instructions.

VIII. Program availability

Text messaging is offered only after we establish and activate a provider-approved program eligible for our investment-advisory business and the applicable message types. These Terms do not announce an active RingCentral SMS program. Until activation is confirmed, contact us by telephone, email, or secure portal.

IX. Changes and relationship to other agreements

Updates to these Terms will display a revised date. We will obtain any new consent required before expanding the scope of messages. A website update or continued website use does not, by itself, create SMS consent. These Terms supplement our Privacy Policy and do not change advisory fees, investment authority, or the termination procedures in your advisory agreement. Nothing here waives rights that cannot lawfully be waived.