Privacy Policy

Effective date: August 6, 2026

This Privacy Policy explains how Regent Financial Partners (“Regent,” “we,” “us,” or “our”) collects, uses, discloses, retains, and protects information submitted through Regent Financial Partners’ LinkedIn Lead Gen Forms and information supplied by LinkedIn in connection with those submissions.

Information we collect

Depending on the form and campaign, we may collect:

• First name
• Last name
• Email address
• The respondent’s selected investable-assets range
• Campaign, form, advertisement, or attribution information supplied by LinkedIn

How we use information

Regent may use this information to:

• Respond to the submission
• Follow up about the respondent’s stated financial priorities
• Provide relevant information
• Administer and evaluate the LinkedIn campaign
• Maintain records, protect the site, and comply with legal or regulatory obligations

No professional relationship or advice

Submission of a LinkedIn Lead Gen Form does not create an investment-advisory, fiduciary, client, or other professional relationship. This website does not provide investment, legal, tax, or personalized financial advice.

How information may be disclosed

Regent does not sell LinkedIn Lead Gen Form submissions. Regent does not share submitted information with independent financial advisors for those advisors’ own marketing.

Information may be disclosed to service providers that support hosting, communications, security, recordkeeping, campaign administration, or legal compliance, subject to appropriate restrictions. Information may also be disclosed when required by law or in connection with protecting legal rights.

Retention and security

Regent retains information only as reasonably necessary for the purposes described in this policy and to satisfy applicable legal or regulatory obligations. We use reasonable safeguards designed to protect information, but no transmission or storage system is guaranteed to be completely secure.

Your choices and requests

Where applicable, users may request access to, correction of, or deletion of their personal information. Certain information may need to be retained when required or permitted by law.