Summit Ledger
350 Fifth Avenue, Suite 5100
New York, NY 10118, United States
Phone: +1 (212) 847-3926 | Email: [email protected]
Privacy Policy
At Summit Ledger, we take your privacy seriously. This Privacy Policy explains how we collect, use, protect, and handle your personal information when you visit our website or use our services.
Last updated: November 18, 2025
Information We Collect
Personal Information You Provide
We collect information that you voluntarily provide to us when you:
- • Fill out contact forms on our website
- • Request information about our services
- • Subscribe to our newsletters or communications
- • Engage with our financial advisory services
- • Communicate with us via email or phone
This information may include your name, email address, phone number, and any other details you choose to share with us.
Automatically Collected Information
When you visit our website, we automatically collect certain information about your device and browsing behavior, including:
- • IP address and general location information
- • Browser type and version
- • Operating system and device information
- • Pages visited and time spent on each page
- • Referring website or source
- • Date and time of access
Cookies and Tracking Technologies
We use cookies and similar tracking technologies to enhance your browsing experience and analyze website traffic. For detailed information about our cookie practices, please refer to our Cookie Policy.
Legal Basis for Data Processing
We process your personal data based on the following legal grounds:
- • Consent: When you provide explicit consent for specific purposes
- • Contractual necessity: To fulfill our service obligations
- • Legitimate interests: To improve our services and communicate with you
- • Legal compliance: To meet regulatory and legal requirements
Data Retention Periods
We retain your personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required by law. Contact form submissions are typically retained for three years, while service-related information may be kept for seven years in accordance with financial industry standards.
How We Use Your Information
Service Provision and Communication
We use your personal information to respond to your inquiries, provide the financial advisory services you request, and maintain ongoing communication about your financial planning needs.
Data Sharing with Third Parties
We do not sell your personal information. We may share your data with:
- • Service providers who assist in website operations and analytics
- • Professional advisors when required for service delivery
- • Legal authorities when required by law or to protect our rights
All third parties are required to maintain appropriate data protection standards.
Marketing Communications
With your consent, we may send you information about our services, financial planning insights, and relevant updates. You can opt out of marketing communications at any time by using the unsubscribe link in our emails or contacting us directly.
Analytics and Website Improvement
We analyze website usage patterns to improve our services, enhance user experience, and develop new features that better serve your needs. This analysis uses aggregated, non-personally identifiable data whenever possible.
How We Protect Your Information
Security Measures
We implement appropriate technical and organizational security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. These measures include:
- • Secure socket layer (SSL) encryption for data transmission
- • Regular security assessments and updates
- • Restricted access to personal information on a need-to-know basis
- • Employee training on data protection and privacy
Data Encryption and Storage
All personal information transmitted to us through our website is encrypted using industry-standard protocols. Data at rest is stored on secure servers with appropriate access controls and monitoring systems in place.
Access Controls and Monitoring
We maintain strict access controls to ensure that only authorized personnel can access personal information. Our systems are regularly monitored for suspicious activity, and we conduct periodic security audits to identify and address potential vulnerabilities.
Breach Notification Procedures
In the unlikely event of a data breach that affects your personal information, we will notify you and relevant authorities in accordance with applicable laws. We will take immediate steps to mitigate the impact and prevent future incidents.
Your Privacy Rights
Right to Access Personal Data
You have the right to request access to the personal information we hold about you. We will provide you with a copy of your data in a commonly used format within 30 days of your request.
Right to Rectification and Erasure
If you believe any information we hold about you is inaccurate or incomplete, you have the right to request correction. You also have the right to request deletion of your personal data, subject to certain legal obligations that may require us to retain specific information.
Right to Data Portability
You have the right to receive your personal data in a structured, commonly used, and machine-readable format. You may also request that we transfer this data directly to another service provider where technically feasible.
Right to Object to Processing
You have the right to object to certain types of data processing, including processing for direct marketing purposes. We will respect your preferences and stop processing your data for these purposes upon request.
How to Exercise These Rights
To exercise any of these rights, please contact us using the information provided at the top of this page. We will respond to your request within 30 days and may request verification of your identity to protect your privacy.
Your Rights and Opt-Out Instructions
You are not required to provide any personal information when using this website. If you prefer not to share your data, you may:
- Avoid filling out contact forms, account registrations, or any data-submitting features
- Disable cookies through your browser settings (see our Cookie Policy for more details)
- Contact us directly to request the deletion of any previously shared personal data
We respect your privacy choices. If you would like us to delete your data, please reach out to us at the contact details provided above. We will process your request promptly in accordance with applicable data protection laws.
Children's Privacy
Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately so we can delete it.
International Data Transfers
Your information may be transferred to and processed in countries other than your country of residence. We ensure that appropriate safeguards are in place to protect your data in accordance with this Privacy Policy and applicable laws.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. We will notify you of any material changes by posting the new Privacy Policy on this page and updating the "Last updated" date. We encourage you to review this policy periodically.
Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:
Summit Ledger
350 Fifth Avenue, Suite 5100
New York, NY 10118, United States
Email: [email protected]
Phone: +1 (212) 847-3926