Privacy Policy

This policy explains how personal information submitted through the Grey Star Wealth website and eligibility assessment is collected and used in connection with a request for the Complimentary Investment & Retirement Strategy Review with Jeremy Grey, Group Manager, Private Wealth Management at Continental Financial Services LLC, part of Continental International Group.

Grey Star Wealth is Jeremy Grey's approved client-acquisition brand. Financial services and any later advice are provided through Continental Financial Services LLC.

Depending on how you use the funnel, the information collected may include:

• Your name, email address and mobile number.
• Your UAE emirate and the country most directly relevant to your financial planning.
• Your self-declared qualifying asset band and broad asset composition.
• Your investment, retirement, liquidity or financial-planning trigger and timing.
• Your adviser status, decision-making role and optional profile information.
• Your preferred contact method and contact window.
• Your consent and acceptance records, including submission time.
• Technical and attribution information such as UTM parameters, Meta campaign identifiers, referrer, landing path, browser identifiers and similar analytics data where available.

The assessment does not ask for account numbers, exact balances, government identifiers, financial statements or uploaded financial documents.

Information submitted through the assessment may be used to:

• Determine whether the request meets the campaign's commercial eligibility criteria.
• Prepare Jeremy for the requested first conversation.
• Contact qualified prospects by telephone and approved follow-up channels.
• Operate, secure, troubleshoot and improve the funnel.
• Measure campaign and lead quality, including advertising attribution.
• Meet applicable legal, regulatory, record-keeping or compliance obligations.

A qualified submission is delivered only after the user provides the required contact consent and accepts this Privacy Policy and the Terms & Important Disclosures. Consent to the initial review request does not create an obligation to invest, transfer assets, change adviser or accept a later recommendation.

Qualified lead information may be made available to Jeremy Grey and the appropriate Continental Financial Services LLC relationship for the requested review and associated compliance process. Information may also be processed by service providers required to operate the funnel, such as website hosting, secure lead-storage, analytics, communications and advertising technology providers.

The current lead destination is a restricted Google Sheet used for qualified submissions. US$1 million+ submissions are flagged internally as priority but are not presented to the prospect as a different public offer.

The funnel is designed to support Meta Pixel and Conversions API measurement. Those live credentials have not yet been supplied and tracking must not be activated until the final production configuration and required consent treatment are confirmed. When enabled, advertising identifiers and event data may be processed for attribution, measurement and campaign optimisation.

Reasonable technical and organisational safeguards should be used to protect submitted information. Personal information should be retained only for as long as reasonably necessary for the requested review, legitimate operational purposes and applicable legal or regulatory obligations. The final retention schedule must follow the approved Continental policy and has not yet been supplied for this campaign.

The services used to operate this funnel may process information in more than one country. Where personal information is transferred internationally, the responsible entity should use the safeguards required by applicable law and its approved internal policies.

Depending on the law applicable to you and the relevant Continental entity, you may have rights concerning access, correction, deletion, restriction, objection, withdrawal of consent or a copy of personal information. Those rights may be subject to legal and regulatory exceptions.

Privacy questions about this campaign can initially be sent to jeremy.grey@cfsgroup.com. The final approved privacy contact for the responsible Continental entity must be added before launch if different.

This policy may be updated when the final Continental data controller, production services or legal requirements are confirmed. The latest version displayed on this page will apply to future submissions.