Product · Data Processing

Data Processing Notice

JNL Square — Describes the categories of Personal Information processed by this product, the purposes of processing, applicable legal bases, sub-processors, retention windows, and international transfer safeguards.

Last updated: July 2026

About this document

This document applies specifically to JNL Square (Institutional). Precision portfolio and tax intelligence platform for investment operations and financial advisory teams.

This product document supplements — and must be read together with — the Crescentic Privacy Statement. Where a conflict exists, the master document governs unless the product document expressly states otherwise.

Scope

Describes the categories of Personal Information processed by this product, the purposes of processing, applicable legal bases, sub-processors, retention windows, and international transfer safeguards.

The definitive, machine-readable, and countersignable version of this document is provided by Crescentic on request as part of the applicable order form, master agreement, or in-product disclosure flow.

Contact

For product-specific questions, contact legal@crescentic.ai. For general privacy inquiries, see the Crescentic Privacy Statement. For security and shared-responsibility details, visit the Trust Center.

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