03 Larkfield Wealth Partners Book
Index

09 · Privacy

Privacy, disclosures and data security

How the firm protects enquiries and client financial records in line with the Regulation S-P privacy standards that apply to registered investment advisers, under a policy of sharing nothing with third parties for marketing. It covers the contact form and the subscribe form, in plain language and indexed by clause.

Document

Reference
LWP-PRIV-01
Effective
1 September 2026
Revision
15 September 2026
Clauses
01 to 10
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