Kenobi Wealth LLC regularly communicates with clients and prospective clients via email and other electronic means. By providing us with your email address, you consent to receive all required communications electronically. This includes notices, disclosures, and other information related to your advisory relationship with us. Communications may be delivered to the email address we have on file or posted to your secure client portal.
It is your responsibility to provide us with accurate and up-to-date contact information, including your email address. If any of your contact details change or become invalid, you must notify us promptly. Your consent to receive electronic communications remains valid until your relationship with Kenobi Wealth LLC is formally terminated.
You may print or retain any communication for your records. We reserve the right to modify how we deliver communications and will notify you in accordance with applicable law.
Please do not send sensitive personal or financial information via unencrypted email. If you need to send confidential documents, we can provide a secure delivery method upon request.
Kenobi Wealth does not accept trade instructions, account change requests, or money movement instructions via email. This policy exists to protect client privacy and financial security and ensures compliance with regulatory best practices. All such instructions must be submitted in writing through secure, approved communication methods or as otherwise directed by your advisor in accordance with compliance protocols. This policy exists to protect client privacy and financial security and ensures compliance with regulatory best practices.
If you suspect your account has been accessed without your permission, or you receive an email from Kenobi Wealth in error, please notify us immediately at [email protected] and delete the message. Emails may be monitored and retained by our Chief Compliance Officer (CCO) and are subject to inspection by regulatory authorities.