PRIVACY POLICY Effective Date: February 11, 2026

1. Introduction

Greystone GRC LLC (the “Company”) is a Colorado-based advisory and publishing firm. We respect your privacy and are committed to protecting it through our compliance with this policy. This policy describes the types of information we may collect and our practices for collecting, using, and maintaining that data across our primary website, GreystoneGRC.com, and our associated educational and author imprints including DebsNCreds, K.T. Ambrose, Findlay Lane, and Wealth and Borders.

2. Information We Collect

We limit data collection to the minimum required to provide our resources, fulfill product orders, and manage advisory engagements.

  • Transaction Data: When you purchase digital products, professional templates, or workbooks, our Merchant of Record, Paddle, collects your name, email address, and payment information.

  • Communication Data: If you contact us directly via email or our contact forms regarding advisory services or publication inquiries, we collect your email address and any information provided in the message to respond to your inquiry.

  • Technical Data: Like most websites, we may collect basic information about your browser type and IP address through standard web logs to ensure site security and functionality.

3. How We Use Your Information

Your information is used strictly for professional and operational purposes:

  • To deliver the digital products and publications you have purchased.

  • To provide support or answer questions regarding our resources and advisory services.

  • To notify you of critical regulatory updates or changes to the templates you have acquired.

  • To manage high-level management advisory, coaching, and training engagements.

  • To comply with global legal and tax obligations.

4. Third-Party Processing & Data Ownership

We utilize Paddle as our Merchant of Record to handle all aspects of payment processing, global sales tax/VAT compliance, and digital product delivery.

  • Data Custodian: Paddle is the primary custodian of the transactional data (such as name and email address) required to fulfill your order.

  • Access: While Greystone GRC LLC has access to your order history and email address for customer support purposes via the Paddle dashboard, your full profile and payment details are held and secured by them. We do not store a separate copy of your financial data on our local servers.

5. Data Retention

Data retention at Greystone GRC LLC is limited to the records maintained within our Paddle merchant account and our professional communication logs. These records are kept to fulfill tax obligations, manage ongoing advisory relationships, and provide you with continued access to purchased files.

6. Your Rights and Choices

You have the right to access, correct, or delete the personal information associated with your purchase or engagement.

  • Transactional Data Revisions: For updates or revisions to the name, email, or billing information stored during a transaction, you must contact Paddle directly. As the Merchant of Record, they maintain the primary record of your purchase.

  • Opt-Out: If you receive a communication from us regarding a regulatory update or publication and wish to be removed from future notifications, you may notify us via our Contact page, and we will update your status within our Paddle dashboard.

7. Contact Information

For any questions regarding this Privacy Policy or our data practices, please contact us via the Contact page at GreystoneGRC.com.