Privacy Policy

Last Updated: May 14, 2026

Greyline Advisory Group ("Greyline," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at www.greylineadvisorygroup.com (the "Site") or use our services.

1. Information We Collect

Personal Information

We may collect personal information that you voluntarily provide to us when you:

  • Fill out our contact or demo request forms
  • Subscribe to our communications
  • Engage with our fund administration services
  • Communicate with us via email, phone, or other channels

This information may include your name, email address, phone number, company name, fund details, and any other information you choose to provide.

Automatically Collected Information

When you visit our Site, we may automatically collect certain information about your device and usage, including:

  • IP address and geographic location
  • Browser type and version
  • Operating system
  • Pages visited and time spent on pages
  • Referring website or source
  • Device identifiers

2. How We Use Your Information

We use the information we collect to:

  • Respond to your inquiries and provide requested services
  • Process and manage your fund administration engagement
  • Send you relevant communications about our services
  • Improve our website and services
  • Comply with legal and regulatory obligations
  • Protect against fraud and unauthorized access
  • Analyze usage patterns to enhance user experience

3. How We Share Your Information

We do not sell your personal information. We may share your information with:

  • Service providers: Third parties that assist us in operating our website, conducting our business, or servicing you, provided they agree to keep your information confidential
  • Legal requirements: When required by law, regulation, legal process, or governmental request
  • Business transfers: In connection with any merger, acquisition, or sale of assets
  • With your consent: When you have given us explicit permission to share your information

4. Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include encryption, access controls, secure data storage, and regular security assessments. However, no method of transmission over the Internet or electronic storage is 100% secure.

5. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes for which it was collected, comply with our legal obligations, resolve disputes, and enforce our agreements. When personal information is no longer needed, we securely delete or anonymize it.

6. Your Rights

Depending on your jurisdiction, you may have the following rights regarding your personal information:

  • Access: Request a copy of the personal information we hold about you
  • Correction: Request correction of inaccurate or incomplete information
  • Deletion: Request deletion of your personal information
  • Portability: Request transfer of your data in a machine-readable format
  • Objection: Object to certain processing of your personal information
  • Withdrawal of consent: Withdraw consent where processing is based on consent

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

7. Cookies and Tracking Technologies

Our Site may use cookies and similar tracking technologies to enhance your browsing experience and collect usage data. You can control cookie preferences through your browser settings. Disabling cookies may affect the functionality of certain features on our Site.

8. Third-Party Links

Our Site may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites. We encourage you to review the privacy policies of any third-party sites you visit.

9. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child, we will take steps to delete it promptly.

10. International Data Transfers

Your information may be transferred to and processed in countries other than your country of residence. We ensure appropriate safeguards are in place to protect your information in accordance with applicable data protection laws.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The updated version will be indicated by the "Last Updated" date at the top of this page. We encourage you to review this Privacy Policy periodically for any changes.

12. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us at:

Greyline Advisory Group
Email: privacy@greylineadvisorygroup.com
Website: www.greylineadvisorygroup.com