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Privacy Policy

A legal disclaimer

LenciStrategies.com Last updated: May 2026

 

Lenci Strategies ("we," "us," or "our") is committed to protecting the privacy of our clients, prospective clients, and website visitors. This Privacy Statement explains what information we collect, how we use it, and your rights regarding that information.

 

We handle sensitive financial and personal information, and we take that responsibility seriously.

 

Information We Collect

 

Information you provide directly:

  • Name, email address, and phone number (via contact or invitation request forms)

  • Financial information shared in the course of our services

  • Communications you send us by email or through the site

Information collected automatically:

  • Browser type, device type, and operating system

  • Pages visited and time spent on the site

  • IP address and general geographic location

  • Referring website or search term

 

We do not use cookies beyond what is necessary for the site to function. If that changes, this statement will be updated.

 

How We Use Your Information

 

We use the information we collect to:

  • Respond to your inquiries and service requests

  • Provide and deliver financial management services to clients

  • Communicate with you about your account or our services

  • Improve the functionality and content of our website

  • Comply with applicable legal and regulatory obligations

 

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

 

How We Share Your Information

 

We may share your information only in the following limited circumstances:

  • Service providers: Trusted third parties who assist in operating our website or delivering our services (e.g., scheduling tools, client portal software), under confidentiality obligations

  • Legal compliance: When required by law, court order, or government regulation

  • Business protection: To protect the rights, property, or safety of Lenci Strategies, our clients, or others

  • With your consent: For any other purpose with your explicit permission

 

Data Security

 

We implement industry-standard security measures to protect your personal and financial information from unauthorized access, disclosure, or misuse. These include encrypted communications (SSL/TLS) and restricted access to client data.

 

While we take every reasonable precaution, no method of data transmission over the internet is 100% secure. We encourage you to contact us immediately if you suspect any unauthorized use of your information.

 

Data Retention

 

We retain your personal information only as long as necessary to fulfill the purposes described in this statement, or as required by applicable law or professional standards governing financial services.

 

Your Rights

 

Depending on your location, you may have the right to:

  • Access the personal information we hold about you

  • Correct inaccurate or incomplete information

  • Request deletion of your personal information, subject to legal retention requirements

  • Opt out of any non-essential communications

 

To exercise any of these rights, please contact us using the information below.

 

Children's Privacy

 

Our website and services are intended for adults. We do not knowingly collect personal information from children under the age of 13. If you believe a child has provided us with personal information, please contact us and we will promptly delete it.

 

Third-Party Links

 

Our website may contain links to third-party websites (such as a client portal). We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies independently.

 

Notice to California Residents (CCPA)

 

If you are a resident of California, the California Consumer Privacy Act (CCPA) may provide you with additional rights regarding your personal information. While Lenci Strategies does not currently serve California residents, we are committed to honoring these rights should that change in the future.

 

California residents have the right to:

  • Know what personal information we collect, use, disclose, and sell

  • Delete personal information we have collected, subject to certain exceptions

  • Opt out of the sale of personal information (we do not sell personal information)

  • Non-discrimination — we will not treat you differently for exercising your privacy rights

 

To submit a request or inquiry under the CCPA, please contact us at

Info@LenciStrategies.com. We will respond within 45 days as required by law.

 

Notice to European Residents (GDPR)

 

If you are located in the European Union (EU) or European Economic Area (EEA), the General Data Protection Regulation (GDPR) may apply to how we handle your personal information. While Lenci Strategies does not currently serve EU or EEA residents, we are committed to GDPR compliance should that change in the future.

Legal basis for processing: Where GDPR applies, we process personal information on the basis of contractual necessity (to deliver our services), legitimate interests (to operate and improve our business), legal obligation, or with your explicit consent.

 

Under the GDPR, you may have the right to:

  • Access a copy of the personal data we hold about you

  • Rectification of inaccurate or incomplete data

  • Erasure ("right to be forgotten") of your personal data, where applicable

  • Restriction of processing in certain circumstances

  • Data portability — receive your data in a structured, machine-readable format

  • Object to processing based on legitimate interests

  • Withdraw consent at any time, where processing is based on consent

 

To exercise any of these rights, please contact us at Info@LenciStrategies.com. We will respond within 30 days as required under GDPR. You also have the right to lodge a complaint with your local data protection authority.

 

Changes to This Statement

 

We may update this Privacy Statement from time to time. When we do, we will revise the "Last updated" date at the top of this page. We encourage you to review this statement periodically.

 

Contact Us

 

If you have questions or concerns about this Privacy Statement or how we handle your information, please contact us:

Email: Info@LenciStrategies.com 

 

This Privacy Statement applies to information collected through LenciStrategies.com and in connection with Lenci Strategies' services.

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