Privacy Policy

Last updated: May 1, 2025

Landercrest Wealth Management, LLC ("Landercrest," "we," "our," or "us") is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our platform.

1. Information We Collect

We collect information you provide directly to us, including:

Identity data — full name, date of birth, government-issued ID
Contact data — email address, phone number, mailing address
Financial data — source of funds, income range, net worth, investment history
Transaction data — deposit and withdrawal records, trade history
Technical data — IP address, browser type, device identifiers, log data

2. How We Use Your Information

We use the information we collect to:

Verify your identity and comply with KYC/AML regulations
Process transactions and maintain your account
Send transactional and administrative emails
Monitor for fraud, abuse, and security threats
Comply with legal obligations and regulatory requirements
Improve our platform and user experience

3. Information Sharing

We do not sell your personal information. We may share your information with:

Service providers — third parties who perform services on our behalf (email delivery, cloud hosting, identity verification)
Regulatory authorities — when required by law, court order, or government authority
Successors — in the event of a merger, acquisition, or sale of assets

4. Data Retention

We retain your personal data for as long as your account is active and for a minimum of five (5) years after account closure, as required by applicable financial regulations.

5. Security

We implement industry-standard technical and organisational measures to protect your information, including encryption at rest and in transit, access controls, and regular security assessments. No method of transmission over the internet is 100% secure.

6. Your Rights

Depending on your jurisdiction, you may have the right to:

Access the personal data we hold about you
Request correction of inaccurate data
Request deletion of your data (subject to legal retention requirements)
Object to or restrict certain processing
Lodge a complaint with a supervisory authority

To exercise any of these rights, contact us at privacy@landercrestwealth.com.

7. Cookies

We use strictly necessary cookies to operate our platform. We do not use third-party advertising cookies. You may disable cookies in your browser settings, but this may affect platform functionality.

8. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by email or by posting a notice on our platform. Continued use of our services after the effective date constitutes acceptance of the updated policy.

9. Contact

For questions about this Privacy Policy, contact us at privacy@landercrestwealth.com or write to: Landercrest Wealth Management, LLC, Legal Department.