A house that promises discretion should be able to say exactly what it keeps, who sees it, how long it stays, and what you can instruct us to do about it. That is this page.
Who we are
Legend is a private relationship management practice. We are the controller of the information described here. Enquiries about it go to office@legendpartner.com, and are answered by a person rather than a form.
What we hold
If you have applied: what you wrote in the application — your name and contact details, your circumstances, what you are seeking, and anything you chose to add. Nothing more.
If you are a member: the above, plus your private profile, your persona and its transcripts, the written cases prepared for you, your decisions on each, your reflections after meetings, correspondence with your advisor, your engagement papers and fee records, and your consent ledger.
If you only visited this site: nothing that identifies you. We set no advertising or analytics cookies, and we do not track you across other sites.
Why we hold it
To carry out the engagement you retained us for, and for no other purpose. We do not use your information to market to you, we do not profile you for advertising, and we do not use it to train any model outside this house. Your persona exists to serve your own search.
Who sees it
Your advisor, and the colleagues named in your engagement letter as working on your file. Nobody else at the house, and no other member, sees your file.
Information reaches another person only when you have agreed to that specific disclosure. Every such request and every answer — including refusals — is written to your consent ledger, which you can read at any time in the portal.
We use a small number of service providers for secure hosting, correspondence and payment processing. They act on our instructions, are bound by written terms, and none of them receives your profile, persona or case material.
We have never sold, rented or exchanged member information, and we never will. This is not a policy we intend to revise.
How long
Your profile, persona, correspondence and reflections: for the mandate and two years after it ends. Written cases and introductions: six years, because they record advice given. Engagement papers and fee records: seven years, as we are required to. Your consent ledger: seven years, because it is the record of your own instructions.
Applications we decline are destroyed within ninety days unless you ask us to keep them on file.
What you can instruct us to do
Ask for a copy of everything we hold. Correct anything that is wrong. Ask us to destroy it. Withdraw a consent you gave. Restrict or object to a particular use. Ask us to stop contacting you. None of these requires a reason from you, and none of them affects how you are treated.
Members can begin all of these in the portal, under What we hold. Everyone else should write to the office. We answer within thirty days, usually much sooner. Where we are obliged to keep something, we will tell you plainly what and why rather than refuse without explanation.
Security
Access to member files is restricted to the advisors working on them. The portal supports a second step at sign-in, notifies you when the account is opened from an unfamiliar device, and lets you end any session. Confidentiality obligations bind the house, its advisors and its members in writing.
We will not describe our security arrangements in more detail publicly, and we would be suspicious of anyone who did.
Cookies
This site sets no cookies at all. The portal sets one, to keep you signed in for the length of your session. There is nothing to consent to and nothing to opt out of.
Changes
If this page changes in a way that affects you, members are told directly rather than by a revised date appearing quietly at the top of a page.