Privacy policy

Crestaking Capital Privacy Policy

This Privacy Policy describes Crestaking Capital’s collection, use, and sharing of personal information. As used in this Privacy Policy, “Crestaking Capital” refers to Crestaking Capital Brokerage Services LLC and other Crestaking Capital affiliated companies that offer products and services available through this website and any mobile applications where this policy appears.

Crestaking Capital (“we,” “us,” or “our”) may offer products, services, and digital offerings that are subject to different or additional privacy policies. If you choose to use those products, services, or digital offerings, the applicable supplemental privacy policies will be made available to you. Some products and services available on our digital properties may have additional privacy notices that apply specifically to them.

As used in this Privacy Policy (“policy”), personal information means information about an individual that is collected or maintained for business purposes and by which the individual can be identified. Information that cannot reasonably be used to identify an individual (such as anonymous, de-identified, or aggregated data) is not considered personal information and is not subject to this policy.

Certain aspects of this policy may vary depending on whether you engage with us through an investment professional, directly as an individual investor, or through services Crestaking Capital provides to your employer or plan sponsor.

This policy is reviewed annually and updated to reflect changes in our practices, technology, or legal requirements.

How and Why We Obtain and Use Personal Information

Crestaking Capital recognizes the importance of safeguarding your personal information and uses it with respect for your privacy. We collect and use personal information to:

• Service, maintain, and protect your account

• Process transactions

• Respond to inquiries from you or your authorized representative

• Develop, offer, and deliver products and services

• Operate and manage our business

• Comply with legal and regulatory obligations

We collect public and non-public personal information from customers and visitors through various sources, including:

• Information provided by you or your representative on applications, forms, or during interactions with customer support

• Preferences you communicate to us (such as electronic delivery options or website settings)

• Information provided by your employer or plan sponsor when Crestaking Capital offers recordkeeping, payroll, or employee benefits services

• Transactional information (such as trading history and account balances)

• Communications with us (including phone calls, chats, emails, or online submissions)

• Information from consumer reporting agencies (for example, to assess creditworthiness)

• Information from third-party sources used for identity verification or service improvement

• Information obtained with your consent or the consent of your authorized representative

Information that does not identify you personally is not subject to this policy.

How We Protect Information About You

We maintain physical, administrative, technical, and organizational safeguards designed to protect personal information. These controls are regularly reviewed and updated to address evolving risks and technological developments.

Access to personal information is restricted to employees and service providers who require it to deliver products and services or operate our business.

How We Share Information With Third Parties

Crestaking Capital does not sell personal information to unaffiliated third parties for their own marketing purposes. We may share personal information with:

• Unaffiliated service providers performing services on our behalf (such as mailing, data processing, clearing, or marketing support)

• Government agencies, regulators, and law enforcement authorities as required by law

• Third parties with your consent or at your direction

• Business partners whose products or services you choose to use through Crestaking Capital

• Other organizations as permitted or required by law (e.g., fraud prevention, subpoenas)

• Parties involved in corporate transactions such as mergers or asset sales

All service providers are contractually obligated to keep personal information confidential and use it only for authorized purposes.

Depending on your relationship with Crestaking Capital:

• If we provide services to your employer or plan sponsor, information may be shared as permitted by law or agreement

• If you work with an investment professional, information may be shared with that professional or their authorized parties

• If you transact through Crestaking Capital insurance offerings, information may be shared with insurance support organizations as permitted by law

How We Share Information With Our Affiliates

We may share personal information with Crestaking Capital affiliates for operational purposes such as data processing, mailing, or internal services.

If you engage with us directly as an individual investor, we may share certain information with affiliates for marketing purposes where permitted by law.

Information collected from customers of investment professionals is not shared for affiliate marketing unless permitted by law and authorized by you.

Your Digital Privacy

When you interact with Crestaking Capital through our websites, mobile applications, or electronic communications (“digital offerings”), your personal information is handled according to this policy.

We and our service providers may automatically collect technical and usage information such as device type, browser type, IP address, pages visited, and session duration. This information is used to improve security, functionality, navigation, and personalization.

Cookies and Similar Technologies

Crestaking Capital and third-party service providers may use cookies and similar technologies to support site functionality, enhance security, analyze usage, and personalize your experience.

You can manage cookie preferences through your browser or device settings. Disabling cookies may limit certain features or functionality.

We may use analytics tools such as Google Analytics to understand traffic patterns and improve our digital offerings.

Advertising on Crestaking Capital Digital Offerings

We may display advertisements on our digital offerings and tailor them based on your relationship with us, including account types or services used, as permitted by law.

Third-party advertising partners may analyze usage data solely to provide services on our behalf.

Advertising on Non-Crestaking Capital Digital Offerings

Crestaking Capital may advertise its products and services on third-party platforms such as Meta. These partners may use cookies and similar technologies to deliver interest-based advertising and measure campaign performance.

You may opt out of interest-based advertising using industry tools such as the Digital Advertising Alliance (DAA) or Network Advertising Initiative (NAI), or via mobile device settings.

Social Media Engagement

Crestaking Capital may engage with users on social media platforms. Any information you share through these platforms is governed by the platform’s own privacy policies. We encourage you to review those policies carefully.

Third-Party Websites and Content

Our digital offerings may contain links to third-party websites or embedded content. Crestaking Capital is not responsible for the privacy practices of those third parties.

Children’s Privacy

Crestaking Capital’s services are not intended for children under the age of 13. We do not knowingly collect personal information from children under 13. Parents or guardians who believe such information has been collected should contact us at support@crestakingcapital.com.

Additional Information

We continue to protect the personal information of former customers in accordance with this policy.

You may review or update your information through your account, by contacting customer support, or by visiting www.crestakingcapital.com.

California Residents (CCPA / CPRA)

California residents have rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), including the right to know, delete, correct, opt out of sale or sharing, limit use of sensitive data, and receive non-discriminatory treatment.

Selling or Sharing Personal Information

Crestaking Capital does not sell personal information for monetary compensation. Certain data-sharing practices related to cookies and advertising may be considered “selling” or “sharing” under CCPA definitions.

California residents may opt out via the “Do Not Sell or Share My Personal Information” link on our website footer or through Global Privacy Control (GPC) browser signals.

Submitting a CCPA Request

Requests may be submitted through the communication options provided on our website. Identity verification is required. Responses are generally provided within 45 days.

Crestaking Capital Funds Privacy Policy

Crestaking Capital Funds collect non-public personal information from applications, account activity, and consumer reporting agencies. We use physical, electronic, and procedural safeguards to protect this information and limit access to authorized personnel only.

We disclose information only as permitted by law and continue to protect your information even if your account is closed.

This policy applies to the Crestaking Capital family of funds and should be read together with the Crestaking Capital Investments Privacy Policy.

Contact Us:
📧 support@crestakingcapital.com
🌐 https://www.crestakingcapital.com