Compliance

LEGAL INFORMATION

HollisWealth® is a trade name of Investia Financial Services Inc. and HollisWealth Insurance Agency Ltd. Mutual Fund products provided by HollisWealth are provided through Investia Financial Services Inc. Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd.

Lifeview Financial is a personal trade name of Deborah Kohlsmith, Kelly Wood and Gary Elder.

Lifeview Financial is an independent company unrelated to HollisWealth and Investia Financial Services Inc.

Investia Financial Services Inc. companies have no liability for Lifeview Financial.

HollisWealth and Lifeview Financial do not provide income tax preparation services nor do they supervise or review other persons who may provide such services.

The particulars contained herein were obtained from sources which we believe are reliable, etc.