Privacy Policy

This Privacy Policy ("Policy") covers the following affiliated companies in the Capital Crest family of companies: Capital Crest, Capital Crest Securities LLC, Capital Crest Futures LLC, Capital Crest Capital Management LLC. These entities are collectively referred to as "affiliated companies," "we," "us," and "our" throughout this Policy.

Privacy is our priority.

We are committed to maintaining the privacy and confidentiality of our customers' personal information. In the course of offering and providing financial products and services, we collect and maintain certain personal information. This Policy explains what personal information we collect and how we use and share such personal information. It also explains what you can do to limit the use and sharing of your personal information.

We do not disclose personal information about our customers to non-affiliated third parties, except as described below.

When you apply for a financial product or service, open or maintain an account with us, or when you agree to allow us to provide personalized advisory services, we may collect the following types of information:

  • Information you provide online and on applications or other forms, or through discussions we have with you or your representatives, such as your name, address, social security number, date of birth, income, employment information, investment experience, risk tolerance, and information about your personal investment goals or objectives
  • Information about your transactions with or through us, such as your account balance, trading activity, loan amount, and account history, if applicable
  • Information about you from consumer reporting agencies and other third parties, such as your credit score
  • Information you provide us about your external financial accounts in order for us to provide you with special product and service features
  • Technical, navigational and other information transferred when visiting our websites or using our mobile applications, such as IP address, device type, and browser type

In addition, we may compile aggregate, anonymous, or de-identified data from various sources, including but not limited to accounts and transactions. This data, which we may use for our business purposes consistent with applicable law, does not identify individual customers.

  • Removing, distorting or altering any element of Company trademarks or branding
  • Shortening, abbreviating, or using acronyms out of Company trademarks
  • Combining your trademark or product name, visually or in text, with any Company trademark
  • Indicating Company is endorsing or promoting your trademark or product
  • Registering Company trademarks as or incorporated in social media account names, or aliases

We may disclose personal information we collect, such as the categories described above, to make our financial products and services, as well as those offered by our service providers, available to you. We may also use and disclose personal information with your consent. If you decide to withhold certain information, it may limit our ability to provide you with the services or products you requested or that may be of interest to you. We do not disclose personal information about former customers to anyone outside of our affiliated companies except as permitted or required by law; to cooperate with regulators and law enforcement authorities; and to current or former corporate customers of Capital Crest Services to provide reporting and other services consistent with the terms of an employee stock plan.

We may disclose your personal information to the following entities:

  • Our affiliated companies (please see below to learn how you may limit the sharing of some of this information for marketing purposes by our affiliated companies)
  • Non-affiliated third parties that perform services, such as marketing or market research, on our behalf (for example, we may provide your name, address, phone number, or email to a marketing agency to send you promotional materials on our behalf)
  • Non-affiliated third parties that provide support services to us or perform other functions on our behalf, such as data processing, customer service, or technology services
  • Non-affiliated third parties as permitted or required by law, such as regulatory authorities, law enforcement agencies, or other government entities
  • Other parties as disclosed at the time of collection or with your consent

We take reasonable measures to protect the confidentiality, security, and integrity of personal information we collect, including the use of physical, technical, and administrative safeguards. We restrict access to personal information to those employees, agents, and service providers who need to know the information in order to provide and support our products and services.

Your choices regarding your personal information

You have choices regarding the collection, use, and sharing of your personal information:

  • If you do not wish to receive marketing communications from us or our affiliated companies, you may opt-out by following the instructions provided in the communication or by contacting us directly.
  • You may also limit the sharing of certain personal information for marketing purposes by our affiliated companies by contacting us directly.
  • You may access, update, or correct your personal information by contacting us directly.

We may update this Policy from time to time, and will review it at least annually. We encourage you to periodically check back to this Policy to learn about updates to our privacy practices.
To limit the sharing of your personal information If you wish to opt-out of our sharing your personal information with our affiliated companies for marketing purposes, please contact us by telephone or mail:
Capital Crest

Contact us

For questions regarding our Privacy Statement, please visit the Contact Us page on our website or call the above listed phone number.

For general inquiries please contact For general inquiries please contact +32460221142