CrestwellLegal
Legal
The documents below govern your firm's use of Crestwell and describe how personal data is handled. The Data Processing Agreement and the documents it refers to form part of your subscription agreement.
- Privacy NoticeHow personal data is processed through Crestwell, for broker firms and their clients.
- TermsThe terms governing access to and use of the platform.
- SecurityHow the platform is built and operated: tenancy isolation, data residency, and access control.
- Data Processing AgreementThe Article 28 controller-to-processor terms between your firm and Crestwell. Forms part of your subscription agreement.
- Sub-processorsEvery third party that may process your clients' personal data on our behalf, what each one does, and where it does it.
- Data Retention & DeletionWhat we store, how long we keep it, and how deletion works - including what happens to your data if you leave.
- Cookie PolicyWhat we store on your device and why - and why you haven't been shown a cookie banner.
Being finalised ahead of general availability. The agreements below are in final review. Firms using Crestwell today are covered by the arrangements agreed with them directly. For a current copy of any document, contact privacy@crestwell.uk.