Privacy Policy
This Privacy Policy explains how Echelon ("we", "our", "us") collects, uses, and protects information shared by users ("Clients") of our website and client portal.
1. Information We Collect
We may collect basic personal information such as name, email address, and investment-related information provided by Clients for the purpose of communication and reporting. We do not knowingly collect sensitive personal data unless explicitly required for regulatory or contractual purposes.
2. Use of Information
Information is used solely to provide access to the client portal, share investment-related updates, maintain records, and improve our services. We do not sell or rent personal data to third parties.
3. Data Storage & Security
We follow reasonable administrative and technical safeguards to protect data. However, no digital system is entirely immune from risk, and absolute security cannot be guaranteed.
4. Third-Party Services
We may use third-party services (such as hosting or document storage providers) to operate the portal. These providers are used strictly for operational purposes.
5. Changes
This policy may be updated periodically. Continued use of the website or portal constitutes acceptance of the revised policy.