Effective: November 19, 2020
When you visit and browse our Website, you may provide us with information, and we will collect certain information automatically.
In order to access certain services provided via our Website or to request certain information from Kingswood via our Website, you will be required to provide certain personal information. This may include your
We may also collect certain information from you passively when you visit or navigate our Website. This may include:
We may also collect information about you from third parties, or by combining information about you from multiple sources. This may include:
We use information we collect about you primarily to: provide services to you in accordance with any contract with you, communicate with you, and manage and improve our services for you and our other investors, as permitted by applicable laws. We may use your personal information to:
We may use information for any purpose if the information does not identify you and cannot be combined with other information accessible to us to identify you. For example, we may prepare aggregated reports about how visitors tend to interact with our Website for research about the use of our Website and how our Website could be improved, from which your interactions with our Website cannot be singled out.
We may share your information internally with our parent, subsidiary, and affiliate entities. This includes Kingswood Holdings Ltd.; Benchmark Investments, Inc., Benchmark Advisory Services, LLC, Kingswood Capital Partners LLC, and Kingswood Wealth Advisors LLC.
Sometimes we engage companies that act on our behalf in association with the operation of our Website. For example, such companies may deliver products or services, improve the functionality of our Website, collect information about you, communicate with you, or store information for us. In some cases, these companies may need to access information about you.
We share personal information with service providers on the basis that it is necessary to meet our legitimate interests in efficiently managing our business and for developing future business.
We may share personal information with analytics providers on the basis that it is necessary to meet our legitimate interests in efficiently managing our business and for developing future business.
From time to time we share your information with our affiliates and subsidiaries, or with our attorneys, banks, auditors, securities brokers and other service providers in connection with the purposes described above. We may also share your information for other reasons we may describe to you.
We may disclose information when we believe in good faith that such disclosures:
We may also share information about you to the extent reasonably necessary to proceed with the consideration, negotiation, or completion of a merger, reorganization, or acquisition of our business, or a sale, liquidation, or transfer of some or all of our assets.
The above-described disclosures are provided on the basis that they are either necessary to comply with our legal obligations or they are necessary to meet our legitimate interests in managing our business efficiently and for developing future business.
Additionally, we reserve the right to share with third parties information that does not identify you (and cannot be combined with other information accessible to us to identify you) for any purpose.
The Website where this Policy is located is meant for adults. We do not knowingly collect personal information from persons under the age of 18, and we strive to comply with the provisions of the Children’s Online Privacy Protection Act (COPPA). If you are a parent or legal guardian and think your child has provided us with information, please send us a message at
The security and confidentiality of the information we collect or receive is extremely important to us. However, the Internet is not 100% secure and we cannot promise that the Website will be completely safe. We have implemented commercially reasonable technical, administrative, and physical security measures to protect the information that we collect or receive. From time to time, we review and consider updates for our security procedures. Please be aware that, despite our ongoing efforts, no security measures are perfect or impenetrable.
You may update your contact information and/or modify your communication preferences by sending us an e-mail at email@example.com. Additionally, we may provide tools on our Website that facilitate such updates or modifications.
Your browser and other mechanisms may permit you to send do-not-track signals or other similar signals to express your preferences regarding online tracking. We do not currently respond to such signals.
Third-parties, such as our analytics providers, may collect data that relates to you on our Website, across time, and over other websites. We cannot control third-parties’ responses to do-not-track signals or other such mechanisms. Third-parties’ use of data relating to you and responsiveness to do-not-track signals is governed by their respective privacy policies.
If you are a California resident, you have the right to request certain information from us regarding the manner in which we share with third parties certain categories of information that identifies you for the third-parties’ direct marketing purposes. If you wish to exercise those rights, please email us at firstname.lastname@example.org. Please include in your subject line “Shine the Light Request.”
If you no longer wish to receive marketing materials from us, you can let us know by contacting us at email@example.com or by clicking the ‘unsubscribe’ link or using other unsubscribe features that we provide in our marketing communications. Note that you will still receive transactional messages from us, including information about your account and responses to your inquiries.
Subject to local law, you may have certain additional rights regarding your personal information. These may include the following rights to:
If you would like to discuss or exercise the rights you may have, feel free to contact us at firstname.lastname@example.org.
Information we maintain may be stored in or outside of the United States (“U.S.”). Any information stored in the European Union (“EU”) is only retained for as long as they are needed. If you live outside of the U.S., you understand and agree that we may transfer your personal information to the U.S. or non-EU countries, in connection with the purposes set out in this Policy. This Website is intended for use in the U.S. and is subject to the laws of the U.S., which may not provide the same level of protections as those in your own country. For this reason, we may transfer your personal information to other countries that may have different laws and data protection compliance requirements to those that apply in the country in which you are located.
Where we transfer your personal information collected in the EU to the U.S. or to another non-EU country, under circumstances that are within scope of General Data Protection Regulation (“GDPR”), which are not in adequate jurisdictions, we take steps as required by applicable law to protect the privacy and security of personal information.
We retain your personal information for as long as we have a relationship with you and for a period after our relationship with you has ended in accordance with applicable law.
When deciding how long to keep your personal information after our relationship with you has ended, we take into account how long we need to retain the information to fulfill the purposes described above and to comply with our legal obligations, including obligations to financial services regulators. We may also retain personal information to investigate or defend against potential legal claims in accordance with the limitation periods of jurisdictions where legal action may be brought.
Our Website may contain links to other third-party sites that are not governed by this Policy. If you click on a link to a third-party site, you will be taken to a site we do not control. We are not responsible for the privacy practices used by third-party sites. We suggest that you read the privacy policies of those sites carefully. We are not responsible for these third-party sites.
If you have any questions regarding this policy or our privacy or data protection practices, please feel free to contact us at email@example.com