Mountain Crest Investment Partners Privacy Policy

1.       Introduction

At Mountain Crest Investment Partners, we are committed to protecting the privacy and security of the personal information entrusted to us by our investors, partners, and stakeholders. This Privacy Policy outlines how we collect, use, disclose, and safeguard personal information in accordance with applicable privacy laws and regulations.

2.       Information We Collect

We may collect personal information from individuals in various contexts, including but not limited to:

·         Contact Information: Names, email addresses, phone numbers, and mailing addresses.

·         Financial Information: Bank account details, investment preferences, and transaction history.

·         Professional Information: Employment history, educational background, and professional qualifications.

·         Other Information: Any additional information provided voluntarily by individuals in the course of our interactions.

3.       Use of Personal Information

We may use personal information for the following purposes:

·         Investment Management: Managing investment transactions, monitoring portfolio performance, and providing investor services.

·         Communication: Sending important updates, newsletters, and other relevant information to investors and stakeholders.

·         Compliance: Complying with legal and regulatory requirements, including anti-money laundering and know-your-customer obligations.

·         Business Operations: Conducting internal operations, such as financial reporting, auditing, and risk management.

·         Marketing: Promoting our services and offerings to investors and prospective clients, with the option to opt out of marketing communications.

4.       Disclosure of Personal Information

We may disclose personal information to third parties in the following circumstances:

·         Service Providers: Sharing information with trusted service providers who assist us in carrying out our business operations, such as investment advisors, legal counsel, and IT providers.

·         Legal Obligations: Disclosing information as required by law, regulation, or legal process, or in response to valid requests from law enforcement or government authorities.

·         Business Transfers: Sharing information in connection with a merger, acquisition, or other business transaction involving the fund, where permitted by law.

5.       Data Security

We implement appropriate technical and organizational measures to protect personal information against unauthorized access, disclosure, alteration, or destruction. We restrict access to personal information to authorized personnel only and maintain physical, electronic, and procedural safeguards to ensure its confidentiality and integrity.

6.       Data Retention

We retain personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. We regularly review and update our data retention practices to ensure compliance with applicable legal requirements.

7.       Individual Rights

Individuals have certain rights regarding their personal information, including the right to access, correct, delete, or restrict the processing of their data. To exercise these rights or to make inquiries about our privacy practices, individuals may contact us using the information provided below.

8.       Updates to Privacy Policy

We reserve the right to update or modify this Privacy Policy at any time, in response to changes in our business practices, legal requirements, or industry standards. Any updates will be posted on our website and communicated to affected individuals as required by law.

9.       Contact Us

For questions, concerns, or requests related to this Privacy Policy or the handling of personal information, please contact us at info@mountaincrestpartners.com.

Mountain Crest Investment Partners Management

Effective Date: 1/1/2024