Privacy Policy

1. Scope of This Policy

This Policy applies to information collected through the Loyal Vestwardship website, application interfaces, and any related services (collectively, the "Platform"). By accessing or using the Platform, you acknowledge that you have read and understood this Policy. If you do not agree with any part of this Policy, you should discontinue use of the Platform.

2. Information We Collect

We may collect the following categories of information in connection with your use of the Platform:

• Account information — such as name, email address, organization, and role, provided when requesting access or registering for the Platform.
• Usage data — information about how the Platform is accessed and used, including pages viewed, features engaged, and timestamps of activity.
• Device and technical data — such as browser type, operating system, IP address, and general location inferred from network information.
• Communications — records of correspondence when you contact us through forms, email, or other channels.
• Configuration and preference data — settings, risk-tolerance parameters, or other inputs you provide while using analysis tools within the Platform.

3. How We Use Information

Information collected through the Platform may be used to:

• Provide, operate, and maintain the Platform and its features;
• Respond to inquiries, support requests, and access requests;
• Improve, test, and develop existing and new functionality;
• Monitor usage patterns for security, fraud prevention, and reliability purposes;
• Communicate updates, notices, or administrative information relevant to your use of the Platform.

We do not use information collected through the Platform to provide individualized investment advice, and nothing collected or processed constitutes a recommendation to buy, sell, or hold any financial instrument.

4. Legal Basis for Processing

Where applicable data protection law requires a legal basis for processing, we rely on one or more of the following: your consent, the necessity of processing to provide services you have requested, compliance with a legal obligation, or our legitimate interest in operating, securing, and improving the Platform, balanced against your rights and expectations.

5. Sharing of Information

We do not sell personal information. We may share information in the following circumstances:

• With service providers and subprocessors who perform functions on our behalf, such as hosting, analytics, or communications infrastructure, under contractual confidentiality obligations;
• To comply with applicable law, regulation, legal process, or governmental request;
• To protect the rights, property, or safety of Loyal Vestwardship, its users, or others;
• In connection with a merger, acquisition, financing, or sale of assets, subject to standard confidentiality arrangements.

6. Data Retention

We retain information for as long as necessary to fulfill the purposes described in this Policy, unless a longer retention period is required or permitted by law. Retention periods may vary depending on the type of information and the context in which it was collected.

7. Security

We implement reasonable administrative, technical, and organizational safeguards designed to protect information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security of information processed through the Platform.

8. International Transfers

If information is transferred across borders, we take steps intended to ensure that such information continues to receive an appropriate level of protection consistent with this Policy and applicable law, such as through contractual safeguards with recipients.

9. Your Rights and Choices

Depending on your jurisdiction, you may have rights regarding the information we hold about you, which may include the right to access, correct, delete, restrict, or object to certain processing, and the right to data portability. To exercise any such rights, please contact us using the details provided on the Contact section of this site. We will respond to verified requests in accordance with applicable law.

10. Cookies and Similar Technologies

The Platform may use cookies or similar technologies to support functionality, remember preferences, and understand usage patterns. You can typically control cookie behavior through your browser settings; disabling certain cookies may affect the functionality of the Platform.

11. Third-Party Links

The Platform may contain links to third-party websites or services. This Policy does not apply to those third parties, and we encourage you to review their respective privacy practices before providing any information to them.

12. Children's Privacy

The Platform is intended for use by professional and institutional users and is not directed to individuals under the age of majority in their jurisdiction. We do not knowingly collect personal information from children.

13. Changes to This Policy

We may update this Policy from time to time to reflect changes in our practices or for legal, operational, or regulatory reasons. Material changes will be indicated by updating the effective date associated with this Policy. Continued use of the Platform following any update constitutes acceptance of the revised Policy.

14. Contact

If you have questions about this Policy or how your information is handled, please reach out through the contact details listed in the footer of this site.

This document is a general template and does not constitute legal advice. Loyal Vestwardship recommends obtaining jurisdiction-specific legal review before relying on this Policy for compliance purposes.