Privacy Policy

01

Who this covers

This policy describes how 3Legacy Management Inc. ("3LM", "we", "us") handles information collected through 3lminc.com. It covers visitors to the website and people who contact us through it. It does not replace the privacy notice you receive as a client, which governs the information we hold in an advisory relationship.

02

What we collect

We collect only what you choose to give us, plus the technical minimum needed to serve the site.

• Information you submit: your name, email address, and whatever you write in a message or enquiry.
• Correspondence: the content of emails you send us and our replies.
• Technical data: your browser and device type, approximate region, and the pages you requested, recorded by our hosting provider in standard server logs.

03

What we do not collect

• We do not ask for account numbers, tax identifiers, passwords, or health information through this website. Please do not send them.
• We do not sell or rent personal information.
• We do not use personal information submitted to us for cross-site advertising.

04

How we use it

We do not use the information you send through this website to make automated decisions about you.

• To answer your question and, if you ask, to arrange a conversation.
• To keep records required of an investment adviser.
• To keep the website secure, available, and working correctly.

05

Who else sees it

We may share personal information with service providers that host the website, deliver email, protect the site, and support our operations. They receive only what they need to perform those services. We may also disclose information when the law, a regulator, or a court requires it, or when necessary to protect the site and the people who use it.

Some pages display third-party market information. When that content loads, its provider may receive technical information such as your IP address, browser details, and the page requested. That provider handles the information under its own privacy notice.

06

How long we keep it

We keep information for as long as reasonably necessary to answer you, maintain appropriate business records, meet legal and regulatory obligations, resolve disputes, and protect the site. The period depends on what the information is and why we hold it.

07

Your choices and rights

You can ask us what information we hold about you, ask us to correct it, ask us to delete it where we are not required to keep it, and ask us to stop contacting you. Write to privacy@3lminc.com. Depending on where you live, you may have additional rights, including the right to complain to a data protection authority.

08

Security

The site is served over an encrypted connection, and access to what you send us is limited to the people who need it. No method of transmission over the internet is completely secure, which is the reason we ask you not to send sensitive financial details through a web form or unencrypted email.

09

Children

This website is not directed to children under 16, and we do not knowingly collect their information. If you believe a child has sent us information, write to us and we will delete it.

10

Changes and contact

If we change this policy, we will revise the date above. Questions about privacy go to privacy@3lminc.com.