Last updated 1 August 2026
What cookies we use
- Strictly necessary: session and authentication cookies and local storage that keep you signed in and protect against request forgery. These cannot be switched off.
- Preference: values that remember your interface choices, such as light or dark mode and terminal layout.
- Analytics: aggregate measurement of page performance and usage, used to improve the service.
Third-party cookies
Where we enable third-party services — for example a live chat provider or payment processor — those providers may set their own cookies when their feature is used. Their use of cookies is governed by their own policies.
Managing cookies
You can clear or block cookies in your browser settings at any time. Blocking strictly necessary cookies will prevent you from signing in to the client portal. Where consent is required for non-essential cookies, we will ask before setting them.
Contact
Questions about this policy can be sent to privacy@crestpointcapital.net.
Questions about this document? Email support@crestpointcapital.net or call +1 801-415-5166.