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Privacy Policy

Last Updated: January 2026


1. Information Collection

We collect information necessary to facilitate high-value introductions. This includes professional accreditation details, firm affiliation, and contact information.

2. Data Usage

Your data is used exclusively for the purpose of matching Wealth Managers with prospective high-net-worth individuals.

3. Confidentiality

All introductions are handled with strict confidentiality protocols. Client details are never disclosed without mutual consent.