1. Overview
Legacy Managing Partners and Advisors LLC (“LMP,” “we,” “us,” or “our”) is committed to protecting the personal and financial information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit www.legacympgroup.com or engage our services. By using our website or services, you consent to the practices described in this Policy.
2. Information We Collect
2.1 Information You Provide Directly
• Full name, date of birth, and contact details
• Financial information including income, expenses, assets, and liabilities
• Employment information and contract details
• Tax identification numbers and tax returns
• Bank account and investment account information
• Communications sent to us via email or contact forms
2.2 Information Collected Automatically
• IP address, browser type, and operating system
• Pages visited, time spent, and referring URLs
• Cookies and similar tracking technologies
3. How We Use Your Information
We use collected information to:
• Deliver and improve our financial advisory and reporting services
• Prepare financial reports, projections, and analyses
• Communicate with you regarding your engagement
• Comply with applicable legal, regulatory, and tax obligations
• Protect against fraud, unauthorized access, and legal liability
• Improve and personalize your experience on our website
4. Disclosure of Your Information
We do not sell, trade, or rent your personal information. We may share your information with:
• Service providers operating under confidentiality agreements (e.g., accounting software, secure document storage)
• Legal, accounting, or compliance professionals as required by your engagement
• Regulatory or government authorities when required by law or court order
• Successor entities in the event of a merger, acquisition, or sale of assets
5. Data Security
We implement industry-standard security measures including encryption, access controls, and secure storage to protect your information. However, no electronic transmission or storage is completely secure, and we cannot guarantee absolute security. You are responsible for maintaining the confidentiality of any credentials used to access our client portals.
6. Data Retention
We retain personal and financial information for as long as necessary to fulfill the purposes described in this Policy, satisfy legal and regulatory requirements, and resolve any disputes. Financial records may be retained for a minimum of seven (7) years in accordance with applicable law.
7. Cookies
Our website may use cookies and similar tracking technologies to enhance your browsing experience. You may configure your browser to refuse cookies; however, some portions of our website may not function properly as a result.
8. Your Rights
Depending on your jurisdiction, you may have rights to:
• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your information, subject to legal obligations
• Opt out of certain data uses or communications
To exercise these rights, contact us at Info@legacympgroup.com.
9. Children’s Privacy
Our services are intended for adults. We do not knowingly collect personal information from individuals under 18 years of age. If we become aware that a minor has provided us personal information, we will delete it promptly.
10. Changes to This Policy
We may update this Privacy Policy periodically. Changes will be posted on www.legacympgroup.com with a revised effective date. Your continued use of our services constitutes acceptance of the updated Policy.
11. Contact
For privacy-related inquiries or requests, contact us at:
Legacy Managing Partners and Advisors LLC
9145 Narcoossee Rd #206, Orlando, FL 32827
Email: Info@legacympgroup.com