Wealth Wells Capital Management LLC (“the Firm”) maintains strict standards for the collection, use, and protection of information provided by investors, prospective investors, and counterparties.
Information is collected only as required for regulatory compliance, operational due diligence, subscription processes, and ongoing investor servicing.
Information is used solely for:
No information is used for marketing or distribution activities.
Information may be disclosed to:
All disclosures occur under confidentiality obligations.
The Firm maintains controls designed to protect information from unauthorised access, alteration, or disclosure. Service providers engaged by the Firm are required to maintain comparable standards.
Information is retained only for the period required by applicable law and regulatory guidance.
This policy is governed by the laws and regulatory requirements applicable to the Firm’s jurisdiction of organisation and operation.
Questions regarding this policy may be directed to: office@wealthwells.capital