Security Protocol.

Carter & Co. Advisory operates at the highest levels of global finance and sovereign advisory. Due to the high-stakes nature of our mandates, the firm and its Principals are frequent targets of sophisticated impersonation attempts and fraudulent communications.

1. Verification of Communications

To ensure you are communicating with an authorized representative of the Partnership, adhere to the following verification standards:

• Official Domains: All legitimate electronic correspondence from the firm originates exclusively from the @cartercoadvisory.com domain. We do not use generic providers (Gmail, Outlook, etc.).
• Digital Signatures: High-stakes documents, including Engagement Letters and Intelligence Briefs, are transmitted via our Secure Terminal and often carry verifiable digital signatures.
• Two-Factor Authentication: For active mandates, our partners will establish a secondary, off-line verification protocol during the initial onboarding session.

2. No Unsolicited Outreach

The firm maintains a policy of restricted access. Carter & Co. Advisory does not engage in:

• Retail Solicitation: We do not contact individuals regarding retail investment opportunities, crypto trading signals, or "get rich" schemes.
• Cold Outreach: We do not "cold call" or send unsolicited messages to prospective clients on LinkedIn or other platforms without a prior high-level introduction via a verified syndicate member.

3. Common Fraud Indicators

Should you receive a communication that purports to be from the firm, be alert for the following discrepancies:

• Urgent Pressure: Demands for immediate capital deployment to "secure an off-market deal" without proper actuarial underwriting or board governance.
• Platform Switching: Any request to move a professional conversation to unencrypted or consumer-grade messaging apps for the purpose of "secrecy."
• Non-Institutional Accounts: Requests to wire funds to accounts that are not in the legal name of Carter Cumulus LLC or a verified SPV architected by our firm.

4. Reporting Protocol

If you have been contacted by an individual claiming to be a Partner or Senior Advisor at Carter & Co. and the communication does not meet the standards listed above, do not engage. Report the incident immediately to our security desk.