Privacy Policy
Please read these Privacy Policy carefully before using this Website.
LHS Legacy Capital ("Company", "we", "our", or "us") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and protect your information when you visit our website and participate in our investment offerings.
1. Information We Collect
We may collect the following types of personal and financial information:
Full name
Email address
Phone number
Mailing address
IP address
Government-issued identification (e.g., driver’s license, passport)
Financial information such as income, net worth, or investment history
Accreditation verification documentation, as required under Regulation D Rule 506(c)
Information submitted through contact forms or investor onboarding portals
Any other data you voluntarily provide
2. How We Collect Information
We collect information through the following methods:
When you fill out forms on our website
When you submit documents for accredited investor verification
When you contact us via email or phone
Through third-party investor verification services
Automatically via cookies, analytics tools, and log files
3. How We Use Your Information
We use the information we collect to:
Evaluate your eligibility to invest in Regulation D Rule 506(c) offerings
Facilitate and process investment subscriptions
Verify your accredited investor status using third-party services
Respond to your inquiries and provide customer support
Comply with applicable U.S. securities laws and other legal obligations
Improve our website and services
Send you communications, updates, or investment opportunities (you may opt out at any time)
4. Sharing Your Information
We do not sell your personal information. We may share your data in the following limited circumstances:
With third-party service providers who assist with investor verification (e.g., accredited investor status confirmation)
With payment processors, custodians, or legal/financial advisors involved in investment execution
With government or regulatory authorities when required by law (e.g., SEC or IRS)
To protect our rights or comply with legal obligations
5. Third-Party Investor Verification
For Reg D Rule 506(c) compliance, we may use reputable third-party services to verify your status as an accredited investor. These providers may collect, process, and store your personal and financial data solely for verification purposes. We encourage you to review their privacy policies before submitting information through their platforms.
6. Cookies and Tracking Technologies
We use cookies and other technologies to enhance user experience, monitor website performance, and gather aggregated usage data. You may disable cookies in your browser settings, though this may limit functionality.
7. Data Retention
We retain your personal information for as long as necessary to:
Complete the purposes outlined in this Policy
Comply with applicable legal, regulatory, and contractual obligations
Fulfill our recordkeeping requirements under securities laws
8. Data Security
We take data security seriously and implement industry-standard measures to protect your information, including:
Secure servers
Encryption protocols
Access control mechanisms
Restricted access to sensitive financial data
However, no transmission or storage method is 100% secure, and we cannot guarantee absolute security.
9. Your Rights
You have the right to:
Access, review, or correct your personal data
Request deletion of your information (where legally permissible)
Opt out of marketing communications
Withdraw your consent for data processing (where applicable)
To exercise your rights, please contact us using the information provided below.
10. Children’s Privacy
Our website and services are intended only for individuals 18 years or older. We do not knowingly collect personal data from children under the age of 13. If you believe a child has submitted information, please contact us immediately.
11. Changes to This Privacy Policy
We may update this Privacy Policy periodically. Any changes will be posted on this page, and the revised effective date will be listed at the top. Your continued use of our website or services after changes constitutes your acceptance of the updated policy.
12. Contact Us
If you have any questions about this Privacy Policy or our data practices, please contact us at:
LHS Legacy Capital
1438 Township Road 563
Ashland, Ohio 44805
Email: info@lhslegacycapital.com
