Website Privacy Policy

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Effective Date

April 27, 2026

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Introduction

IncumbentFI Inc. ("IncumbentFI," "we," "us," or "our") respects your privacy and is committed to protecting it. This Privacy Policy describes how we collect, use, and disclose personal information when you visit www.incumbentfi.com (the "Website"). This policy applies only to the Website and not to services provided through financial institutions or partners.

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1. What is Personal Information

For the purposes of this Privacy Policy, personal information is any information about an identifiable individual, other than an individual's business contact information when collected, used or disclosed for the purposes of enabling the individual to be contacted in relation to their business responsibilities.

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2. Information We Collect

We collect and maintain limited personal information, including:

a. Information You Provide: name, email, company, phone, and inquiry details.

b. Automatically Collected Information: IP address, browser type, device info, pages visited, and timestamps.

c. Cookies and Tracking: used to improve experience and analyze usage.

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3. Why do we collect personal information?

IncumbentFI collects personal information to manage and improve our operations, provide and enhance our products and services, maintain our relationship with you, respond to your preferences and requests, and comply with legal and regulatory requirements. We may also use your information for other purposes with your consent.

 

4. How We Use Information

We use personal information to respond to inquiries, improve Website performance, analyze trends, ensure security, and comply with legal obligations.

 

5. Google Analytics

We use Google Analytics to understand Website usage. Data may include IP address, browser/device info, and interactions. Learn more at https://policies.google.com/privacy and opt out at https://tools.google.com/dlpage/gaoptout.

 

6. How We Share Information

We do not sell personal information. We may share with service providers, advisors, regulators, or in corporate transactions.

 

7. Data Retention

We retain personal information as long as necessary for business, legal, and operational purposes.

 

8. Security

IncumbentFI will endeavour to maintain physical, technical and procedural safeguards that are appropriate to the sensitivity of the Personal Information in question. These safeguards are designed to prevent your personal information from loss and unauthorized access, collection, use, disclosure, copying, modification, disposal or destruction.

 

9. Third-Party Links

We are not responsible for third-party website privacy practices.

 

10. California Privacy Rights

California residents may have rights under CCPA including access, deletion, correction, and non-discrimination. We do not sell personal information or share it for cross-context behavioral advertising.

Contact: legal@incumbentfi.com

Mail: IncumbentFI Inc., 420 Nichols Rd 2nd Floor, Kansas City, MO 64112

 

11. Children's Privacy

Our Website is not directed to individuals under 16.

 

12. International Visitors

Personal information may be processed in the United States.

 

13. Changes to This Policy

IncumbentFI, periodically, may make changes to this Privacy Policy to reflect changes in its legal or regulatory obligations or in the manner in which we deal with your Personal Information. We will post any revised version of this Privacy Policy on our website, and we encourage you to refer back to it on a regular basis.

This Privacy Policy was last updated on April 21, 2026.

 

14. Contact Us

If you have questions about this Privacy Policy, please contact:

Email: legal@incumbentfi.com