Legal & Compliance

Legal Center

Every policy that governs your relationship with CrestPoint Capital, in one place. All documents were last reviewed 1 August 2026.

  • Plain-language policies with no hidden terms
  • Encrypted storage and least-privilege staff access
  • Cookie controls you can change at any time
  • Print-friendly documents with revision dates

Using CrestPoint Capital

The agreement between you and us, and the limits of what we publish.

Compliance & verification

How we verify clients and meet our financial-crime obligations.

Privacy & data

What we collect, how it is secured and how cookies are used.

Money & resolution

Refunds, cancellations, disputes and how complaints are handled.

Questions about a policy

General enquiries: support@crestpointcapital.net. Compliance and financial-crime matters: compliance@crestpointcapital.net. Privacy and data-rights requests: privacy@crestpointcapital.net. Telephone +1 801-415-5166.