PRIVACY

Privacy policy.

How Custodios Index collects, uses, and protects personal information.

Last updated: May 17, 2026

Overview

Custodios Index, operated by Custodios Group LLC ("Custodios Index," "we," "us"), respects user privacy and collects minimal personal information. This Privacy Policy describes what we collect, why, how we use it, and your rights. This policy applies to all visitors and users of the Custodios Index website. By using Custodios Index, you agree to this Privacy Policy.

Information we collect

NEWSLETTER SUBSCRIPTIONS: When you subscribe to our newsletter, we collect: — Email address — Date of subscription — IP address at time of subscription (for spam prevention) LICENSING INQUIRIES: When you contact us regarding licensing, we collect: — Name and contact information you provide — Email content — Firm/organization name if provided — Any business information you voluntarily share WEBSITE ANALYTICS: We may collect anonymized analytics including: — Pages visited and time on page — Approximate geographic region (country level) — Browser type and device category — Referring website — General usage patterns We do NOT collect: — Names, addresses, or personal identifiers without your direct submission — Financial account information — Investment portfolio details — Government identification numbers — Sensitive personal data (health, religion, political views, etc.) — Cookies that track across other websites

How we use information

NEWSLETTER EMAIL ADDRESSES: — Send quarterly rebalance announcements — Send monthly or occasional index updates — Send research notes and methodology updates — Send emergency trigger announcements when applicable LICENSING INQUIRIES: — Respond to your inquiry — Discuss potential licensing arrangements — Maintain records of business communications WEBSITE ANALYTICS: — Understand which content is most useful — Improve website organization and design — Identify technical issues — Inform content prioritization We do NOT use your information to: — Sell or rent to third parties for marketing — Profile you for targeted advertising — Make automated decisions affecting you legally — Train AI systems on your personal data

How we share information

Custodios Index does NOT sell, rent, or trade personal information to third parties. We may share limited information only in these circumstances: SERVICE PROVIDERS: We use third-party services to operate the website: — Email delivery (newsletter platform) — Website hosting — Analytics (anonymized, aggregated) — Database storage These providers may process your data only to provide services to us and are bound by their own privacy obligations. LEGAL REQUIREMENTS: We may disclose information if required by valid legal process (court order, subpoena, regulatory request) or to protect rights, property, or safety. BUSINESS TRANSFERS: If Custodios Group LLC is acquired, merged, or undergoes corporate restructuring, user information may be transferred as part of that transaction, subject to continued protection under this Privacy Policy.

Your rights

Depending on your location, you may have the following rights regarding your personal data: ACCESS: Request a copy of personal information we hold about you. CORRECTION: Request correction of inaccurate or incomplete data. DELETION: Request deletion of your personal data (right to be forgotten). PORTABILITY: Request your data in a portable format. OPT-OUT: Unsubscribe from newsletters at any time using the link in every email, or by contacting contact@custodiosindex.com. OBJECTION: Object to processing of your data in certain circumstances. WITHDRAWAL: Withdraw consent for processing where consent is the legal basis. GDPR (EUROPEAN USERS): If you are in the European Economic Area or United Kingdom, you have rights under the General Data Protection Regulation. The legal basis for our processing is typically consent (newsletter) or legitimate interest (analytics, licensing inquiries). CCPA (CALIFORNIA USERS): California residents have specific rights under the California Consumer Privacy Act, including the right to know, the right to delete, and the right to opt-out of sale (note: we do not sell data). To exercise any rights, contact: contact@custodiosindex.com We will respond to requests within 30 days.

Data security

Custodios Index implements reasonable technical and organizational measures to protect personal information against unauthorized access, alteration, disclosure, or destruction. These measures include: — HTTPS encryption for all website traffic — Secure database storage with access controls — Limited employee/contractor access on need-to-know basis — Regular security reviews However, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security.

How long we retain data

NEWSLETTER SUBSCRIBERS: Email addresses are retained while you remain subscribed. Upon unsubscribe, your email is removed from active distribution within 7 days and deleted from our systems within 90 days. LICENSING INQUIRIES: Business communications are retained for legitimate business purposes, typically 7 years for tax and legal compliance. ANALYTICS DATA: Anonymized analytics are typically retained for 26 months. Users may request earlier deletion through contact@custodiosindex.com.

Cookies and tracking

Custodios Index uses minimal cookies: ESSENTIAL COOKIES: Required for website functionality (newsletter signup confirmation, session management). ANALYTICS COOKIES (if implemented): Anonymized analytics to understand site usage. We use privacy-respecting analytics that do not track users across other websites. NO ADVERTISING COOKIES: Custodios Index does not use advertising cookies, retargeting pixels, or cross-site tracking. Users can control cookies through browser settings. Disabling cookies may affect some site functionality.

Children

Custodios Index is not directed at children under 16 and we do not knowingly collect personal information from children. If we learn we have collected information from a child under 16, we will delete it promptly. Parents who believe their child has provided information should contact contact@custodiosindex.com.

International data transfers

Custodios Index is operated from the United States. Data may be transferred to and processed in the United States and other countries where our service providers operate. By using Custodios Index, you consent to international data transfers. For users in jurisdictions with strict data protection laws (EU/UK), we rely on standard contractual clauses or other lawful transfer mechanisms where applicable.

Changes to this Privacy Policy

We may update this Privacy Policy from time to time. Material changes will be communicated via website notice and to newsletter subscribers when reasonably possible. The "Last updated" date at the top reflects the most recent revision.

Contact

For privacy questions or to exercise your rights: contact@custodiosindex.com Custodios Group LLC Delaware, USA