Privacy Policy

When you use this website or our services, we may collect the following types of personal data:

Basic identification information: name, email address, phone number, contact address
Financial information: investment budget range, asset status (voluntarily provided by you)
Technical data: IP address, browser type, device information, Cookie identifiers
Usage data: page browsing history, click behavior, session duration
Communication records: content of your consultations with us

We only collect the above data when you voluntarily fill out forms, book consultations, or use our services. All data collection is based on your explicit consent.

We use your personal data for the following purposes:

To provide the consulting services and investment assessment reports you request
To respond to your inquiries and stay in contact with you
To improve our website experience and service quality
To send you relevant investment opportunities and market information (with your consent)
To fulfill legal and regulatory compliance obligations
For internal analysis and business planning

We will not use your personal data for purposes beyond those described above. If we wish to change the way we use your data, we will obtain your consent in advance.

We implement multi-layered technical and organizational measures to protect your personal data:

SSL/TLS encrypted transmission: all data transfers use 256-bit encryption
Access control: only authorized personnel can access personal data, with regular permission reviews
Data minimization: we only collect the minimum data necessary to provide our services
Regular security audits: annual information security assessments and penetration testing
Employee training: all staff undergo regular data protection and privacy training
Data backup: regular backups stored securely to prevent data loss

Despite the measures above, please understand that no method of internet transmission or electronic storage is completely secure. We will continue to update our security measures to address emerging threats.

This website uses cookies and similar technologies to enhance your browsing experience. Cookies are small text files stored on your device.

Types of cookies we use:

Essential Cookies: required for basic website functionality and cannot be disabled
Analytics Cookies: help us understand how visitors use the website to optimize our services
Preference Cookies: remember your settings and preferences
Marketing Cookies: used to deliver relevant content and advertisements to you

You can manage or delete cookies through your browser settings. Please note that disabling certain cookies may affect website functionality.

We do not sell, trade, or rent your personal data to third parties. However, we may share your data in the following circumstances:

Partners: sharing necessary information with partners such as Crestline Advisory when providing consulting services
Legal Requirements: disclosure as required by law or government authorities
Service Providers: sharing with third-party service providers we engage (e.g., cloud services, analytics tools), who must adhere to strict data protection agreements
Business Transfer: your data may be transferred as an asset in the event of a merger, acquisition, or asset sale

All third-party partners are required to comply with data protection standards equal to or stricter than our own.

Under applicable data protection regulations, you have the following rights:

Right of Access: request access to the personal data we hold about you
Right to Rectification: request correction of inaccurate or incomplete data
Right to Erasure: request deletion of your personal data under certain conditions
Right to Restrict Processing: request restriction of processing of your data
Right to Data Portability: request your data in a structured format
Right to Object: object to the processing of your data based on legitimate interests
Right to Withdraw Consent: withdraw your consent to data processing at any time

To exercise any of the above rights, please contact our Data Protection Officer (DPO) using the contact details below. We will respond to your request within 30 days.

We may update this Privacy Policy from time to time to reflect changes in our services, legal requirements, or business needs. In the event of material changes, we will:

Post the updated policy on this website and update the "Last Updated" date at the top of the page
Notify you of material changes via email or website notice
Recommend that you review this policy periodically to stay informed about how we protect your data

Continuing to use this website or our services constitutes your acceptance of the updated policy. If you do not agree with the changes, please stop using our services and contact us to delete your data.

Contact the Data Protection Officer