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Privacy Policy

Last updated: 1 January 2025  ·  Effective date: 1 January 2025

Crestmore Research LLC ("Crestmore", "we", "our", or "us") is committed to protecting the privacy of our clients, subscribers, and website visitors. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit crestmoreresearch.com or use our research services.

1. Information We Collect

Information you provide directly: When you request a research brief, subscribe to our publications, or contact us, we may collect your name, job title, employer, email address, telephone number, and any information you include in your communications with us.

Automatically collected information: When you visit our website, we automatically collect certain technical data including your IP address, browser type and version, pages visited, time and date of visits, and referring URLs. This data is collected via server logs and analytics tools.

Cookies and similar technologies: We use essential cookies required for the website to function, and (with your consent) analytics cookies. See our Cookie Policy for full details.

2. How We Use Your Information

We use the information we collect to:

  • Deliver research reports, briefings, and publications you have requested or subscribed to
  • Respond to enquiries and provide client support
  • Send relevant market updates and Crestmore publications (you may opt out at any time)
  • Improve and personalise our website and services
  • Comply with legal and regulatory obligations
  • Protect against fraud, unauthorised access, and other risks

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

3. Legal Basis for Processing (GDPR)

For individuals in the European Economic Area, United Kingdom, or other jurisdictions with similar requirements, our legal bases for processing personal data are:

  • Contractual necessity: to fulfil research subscriptions and service agreements
  • Legitimate interests: to maintain business relationships, prevent fraud, and improve our services
  • Consent: for marketing communications and non-essential cookies
  • Legal obligation: to comply with applicable laws and regulations

4. Data Sharing

We may share your information with:

  • Service providers: trusted vendors who assist with IT infrastructure, email delivery, and analytics, bound by confidentiality obligations
  • Professional advisers: lawyers, accountants, and auditors where necessary
  • Regulatory authorities: where required by law or to protect our legal rights
  • Successors: in connection with a merger, acquisition, or sale of assets, with prior notice to affected individuals

5. Data Retention

We retain personal data for as long as necessary to fulfil the purposes described in this policy, and in accordance with applicable legal, accounting, or reporting requirements. Client records are typically retained for seven years following the end of a business relationship.

6. Your Rights

Depending on your location, you may have rights to:

  • Access the personal data we hold about you
  • Correct inaccurate or incomplete data
  • Request erasure of your data in certain circumstances
  • Restrict or object to certain processing
  • Receive your data in a portable format
  • Withdraw consent at any time where processing is consent-based

To exercise any of these rights, contact us at privacy@crestmoreresearch.com.

7. International Transfers

Crestmore Research operates primarily from the United States. If you are located outside the US, your data may be transferred to and processed in the United States, which may have data protection laws different from those in your jurisdiction. We take appropriate safeguards — including standard contractual clauses — for transfers from the EEA or UK.

8. Security

We maintain ISO 27001-aligned information security practices and implement appropriate technical and organisational measures to protect your data against unauthorised access, alteration, disclosure, or destruction. However, no method of transmission over the internet is entirely secure.

9. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for the privacy practices or content of those sites and encourage you to review their privacy policies independently.

10. Changes to This Policy

We may update this Privacy Policy periodically. Material changes will be posted on this page with an updated effective date. We encourage you to review this policy regularly.

11. Contact Us

For privacy enquiries or to exercise your rights, please contact:

Crestmore Research LLC — Privacy Office
245 Park Avenue, Suite 3900
New York, NY 10167
privacy@crestmoreresearch.com
CRESTMORE RESEARCH

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The research, analysis, and commentary published by Crestmore Research LLC ("Crestmore") are provided for informational purposes only and do not constitute investment advice, a solicitation, or an offer to buy or sell any security or financial instrument. Crestmore is an independent research firm and is not registered as an investment adviser with any regulatory authority. Past performance is not indicative of future results. All data and forecasts are believed to be accurate at the time of publication but may be subject to revision. Institutional clients and sophisticated investors should conduct their own due diligence before acting on any research published by Crestmore.