Privacy Policy
Last updated: October 12, 2025
1 Chome-4-2 Ōtemachi, Chiyoda City, Tokyo 100-0004, Japan
Phone: +81 50-1720-7734
Email: info@oluncrest.com
Our Commitment to Data Protection
At Wealth Bridge, we recognize that the confidentiality of your personal information is fundamental to building trust. This privacy policy explains how we collect, use, protect, and handle your data in accordance with applicable privacy regulations, including the Act on the Protection of Personal Information (APPI) in Japan and the General Data Protection Regulation (GDPR) where applicable.
We are committed to maintaining the highest standards of data protection and transparency. This policy provides clear information about your rights and our practices, ensuring you can make informed decisions about sharing your information with us.
Information We Collect
Personal Identification Information
When you engage with our services or contact us, we may collect information such as your name, email address, phone number, postal address, and other contact details. This information is provided voluntarily when you fill out forms, schedule consultations, or communicate with our team.
Financial Information
To provide financial planning and advisory services, we may collect information about your financial situation, including income, assets, liabilities, investment accounts, retirement plans, and financial goals. This sensitive information is collected only with your explicit consent and is essential for delivering personalized financial advice.
Website Usage Information
We automatically collect certain technical information when you visit our website, including your IP address, browser type, device information, pages visited, time spent on pages, and referring website addresses. This data helps us understand how visitors interact with our site and improve user experience.
Cookies and Tracking Technologies
Our website uses cookies and similar tracking technologies to enhance functionality and analyze traffic patterns. For detailed information about our cookie practices and how to manage your preferences, please review our Cookie Policy.
How We Use Your Information
Providing Financial Services
We use your information to deliver the financial planning and advisory services you request, including portfolio analysis, retirement planning, tax optimization strategies, and personalized financial recommendations.
Communication and Support
Your contact information allows us to respond to inquiries, send service updates, provide customer support, and communicate important information about your accounts or services.
Website Improvement and Analytics
We analyze usage data to understand visitor behavior, identify areas for improvement, optimize website performance, and develop new features that better serve our clients.
Marketing Communications
With your consent, we may send you information about our services, financial planning resources, market insights, and relevant updates. You can opt out of marketing communications at any time.
Legal and Regulatory Compliance
We process your information to comply with legal obligations, including financial regulations, tax reporting requirements, anti-money laundering laws, and other applicable regulations.
Security and Fraud Prevention
Your data helps us maintain the security of our systems, detect and prevent fraudulent activities, and protect both your information and our services from unauthorized access.
Information Sharing and Disclosure
We do not sell your personal information to third parties. We may share your information only in the following limited circumstances:
Service Providers and Partners
We work with trusted third-party service providers who assist us in operating our website, conducting business operations, and delivering services to you. These providers have access to your information only as necessary to perform their functions and are obligated to maintain confidentiality.
Legal Requirements
We may disclose your information when required by law, in response to legal processes, to enforce our policies, or to protect the rights, property, or safety of ourselves or others.
Business Transfers
In the event of a merger, acquisition, or sale of assets, your information may be transferred to the acquiring entity, subject to the same privacy protections outlined in this policy.
With Your Consent
We may share your information with other parties when you provide explicit consent for us to do so.
Data Security Measures
We implement comprehensive security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. Our security practices include:
Encryption
Sensitive data is encrypted both in transit and at rest using industry-standard protocols.
Access Controls
Strict access controls ensure only authorized personnel can access your information.
Secure Storage
Data is stored on secure servers with regular backups and disaster recovery procedures.
Staff Training
Our team receives regular training on data protection and privacy best practices.
While we strive to protect your information, no method of electronic transmission or storage is completely secure. We continuously review and update our security practices to address emerging threats and maintain the highest level of protection.
Data Retention
We retain your personal information for as long as necessary to fulfill the purposes outlined in this privacy policy, unless a longer retention period is required or permitted by law. The specific retention period depends on the nature of the information and the purpose for which it was collected.
For client relationships, we typically retain financial planning documents and related information for seven years after the conclusion of our engagement, in accordance with professional standards and regulatory requirements. Website usage data and analytics information may be retained for shorter periods based on our operational needs.
Your Privacy Rights
You have important rights regarding your personal information. Depending on your location and applicable laws, these rights may include:
Right to Access
You can request access to the personal information we hold about you and receive a copy of that information.
Right to Rectification
If your information is inaccurate or incomplete, you have the right to request corrections or updates.
Right to Erasure
Under certain circumstances, you can request the deletion of your personal information, subject to legal and regulatory retention requirements.
Right to Data Portability
You can request to receive your personal information in a structured, commonly used format and transmit it to another service provider.
Right to Object
You can object to the processing of your personal information for certain purposes, including direct marketing.
Right to Restrict Processing
Under certain circumstances, you can request that we limit how we use your information.
How to Exercise Your Rights
To exercise any of these rights, please contact us using the information provided at the top of this page. We will respond to your request within the timeframe required by applicable law, typically within 30 days.
When submitting a request, please provide sufficient information to help us verify your identity and locate your records.
Your Rights and Opt-Out Instructions
You are not required to provide any personal information when using this website. If you prefer not to share your data, you may:
- Avoid filling out contact forms, account registrations, or any data-submitting features
- Disable cookies through your browser settings (see our Cookie Policy for more details)
- Contact us directly to request the deletion of any previously shared personal data
We respect your privacy choices. If you would like us to delete your data, please reach out to us using the contact details provided above. We will process your request promptly in accordance with applicable privacy regulations.
International Data Transfers
While our primary operations are based in Japan, we may transfer your information to service providers located in other countries. When we do so, we ensure appropriate safeguards are in place to protect your information in accordance with this privacy policy and applicable data protection laws.
These safeguards may include data processing agreements, standard contractual clauses approved by relevant authorities, or other legally recognized transfer mechanisms. We take reasonable steps to ensure that your data receives adequate protection regardless of where it is processed.
Children's Privacy
Our services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children. If we become aware that we have inadvertently collected information from a child, we will take steps to delete that information promptly. If you believe we may have collected information from a child, please contact us immediately.
Changes to This Privacy Policy
We may update this privacy policy periodically to reflect changes in our practices, services, or legal requirements. When we make significant changes, we will notify you by updating the "Last updated" date at the top of this policy and, where appropriate, by sending you an email notification or displaying a prominent notice on our website.
We encourage you to review this privacy policy regularly to stay informed about how we protect your information. Your continued use of our services after any changes indicates your acceptance of the updated policy.