How Logos Insight handles information.

This is a working draft of the Logos Insight Privacy Policy. The final policy is subject to review by qualified legal counsel prior to publication.

Information submitted through the Private Review form, including your name, email address, phone number, and any details about your financial situation, is collected only to evaluate suitability and to communicate with prospective clients.

Information provided during the client relationship is used solely to deliver investment management services, meet regulatory requirements, and communicate with clients.

Logos Insight does not sell client information. Access is limited to personnel and service providers who require it to perform their duties. Reasonable administrative, technical, and physical safeguards are used to protect information.

The final privacy policy will describe specific rights, retention periods, and disclosure practices as required by applicable law.