Terms, Privacy
& Compliance

Effective Date: January 1, 2026

By accessing and using the website located at secureassetsholding.com (the “Site”), operated by Secure Assets Holding LLC (“Company,” “we,” “us,” or “our”), you agree to be bound by these Terms of Use and all applicable laws and regulations.

1. Informational Purpose

This Site is provided for informational purposes only and does not constitute an offer or solicitation to buy or sell any security, financial instrument, or investment product. Nothing on this Site should be construed as legal, financial, tax, or investment advice.

2. Intellectual Property

All content on this Site, including but not limited to text, graphics, logos, and corporate identity elements, is the exclusive property of Secure Assets Holding LLCand is protected by U.S. and international intellectual property laws. Unauthorized reproduction or use is strictly prohibited.

3. Limitation of Liability

The Company makes no representations or warranties, express or implied, regarding the accuracy, completeness, or suitability of any information on this Site. Under no circumstances shall the Company be liable for any direct, indirect, incidental, or consequential damages arising from your use of this Site.

4. Governing Law

These Terms are governed by the laws of the State of Maryland, United States, without regard to conflict of law principles. Any dispute arising from use of this Site shall be subject to the exclusive jurisdiction of the courts of Montgomery County, Maryland.

5. Changes to Terms

We reserve the right to modify these Terms at any time. Continued use of the Site following any changes constitutes acceptance of those changes.

Effective Date: January 1, 2026

Secure Assets Holding LLC (“we,” “us,” “our”) is committed to protecting the privacy and confidentiality of all personal and corporate information entrusted to us. This Privacy Policy describes how we collect, use, and protect your information.

1. Information We Collect

We may collect personal information you voluntarily provide, including name, organization, email address, phone number, and inquiry details when you submit a contact form. We do not collect sensitive personal information without explicit consent.

2. Use of Information

Information collected is used solely to respond to your inquiry, fulfill contractual obligations, and comply with applicable legal requirements. We do not sell, lease, or otherwise transfer your personal information to third parties for marketing purposes.

3. Professional Secrecy

All parties to transactions facilitated by Secure Assets Holding LLC are bound by professional secrecy obligations consistent with the Due Diligence Convention and Federal Banking Commission Circular of December 1998. This obligation remains in full force and effect at all times.

4. Data Security

We implement industry-standard technical and organizational measures to protect your information against unauthorized access, disclosure, alteration, or destruction, including HTTPS encryption, server-side validation, and access controls.

5. Your Rights

You have the right to request access to, correction of, or deletion of personal information we hold about you, subject to applicable legal retention requirements. Contact us at janinehubner@secureassetsholding.com.

6. Cookies

This Site does not use tracking cookies or third-party analytics services. No personal data is collected through automated tracking systems.

Effective Date: March 30, 2023

Secure Assets Holding LLC maintains a zero-tolerance policy toward money laundering, terrorist financing, and financial crime of any kind. All transactions, partnerships, and client relationships are subject to rigorous AML/KYC due diligence.

1. Regulatory Framework

Our AML framework is governed by: the Bank Secrecy Act (BSA); the USA PATRIOT Act (31 U.S.C. § 5318); the Due Diligence Convention (Arts. 2–5); the Federal Banking Commission Circular of December 1998; and Article 305 of the Swiss Criminal Code.

2. Customer Identification Program

All counterparties are required to provide verified identification documentation including government-issued passport, corporate registration documents, and source of funds certification prior to any transaction. CIS (Client Information Summary) documents are maintained under professional secrecy for all counterparties.

3. Fund Transfer Declarations

All wire transfers facilitated by the Company must incorporate mandatory declarations confirming the clean, clear, and non-criminal origin of funds, in compliance with Patriot Act/Banking Regulations. Transfers are pre-advised to legal counsel for compliance verification.

4. Reporting Obligations

The Company complies with all applicable Suspicious Activity Report (SAR) and Currency Transaction Report (CTR) filing requirements under U.S. federal law.

5. Sanctions Compliance

All transactions are screened against OFAC sanctions lists, EU consolidated sanctions lists, and other applicable international sanctions programs. The Company will not engage in any transaction with sanctioned individuals, entities, or jurisdictions.

The information contained on this website is provided for institutional informational and due diligence purposes only. Secure Assets Holding LLC is a Maryland limited liability company engaged in financial intermediation, asset management, construction, and multi-sector commercial activities. It is not a registered broker-dealer, investment advisor, or securities dealer.

Past performance of any instrument, transaction, or investment facilitated by the Company is not indicative of future results. All transactions are subject to applicable regulatory requirements and counterparty due diligence.

For all legal inquiries, contact janinehubner@secureassetsholding.com. Secure Assets Holding LLC, Silver Spring, MD 20906, United States.