Privacy Policy
At InvestSecure.org, we respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, share, and protect your data when you use our website, portals, and services.
Scope of This Policy
This Privacy Policy applies to Personal Information collected or processed through our websites and platforms that link to this Privacy Policy, including investsecure.org and its portals (collectively, the “Site”).
Other privacy notices may apply to specific services, and we will make those available when you use those services.
What Is Personal Information?
“Personal Information” means information that, either alone or in combination with other data, identifies you. Examples include:
- Name, email address, phone number, mailing address
- Identification documents, accreditation status, or regulatory filings
When we combine Personal Information with other information that does not identify you on its own, we treat the combined data as Personal Information.
Information We Collect
We may collect:
- Personal Information: name, email, phone, address, investor/issuer details
- Compliance Information: accreditation documents, ID, due diligence materials, regulatory filings
- Financial Information: bank details, escrow information, investment amounts (where applicable)
- Technical Information: IP address, browser type, device data, cookies, and usage analytics
- Information from Clients: investor or issuer data provided by clients as part of verification or due diligence
- Information You Provide Us: when you sign up for newsletters, register for events, request information, or submit applications
- Information from Use of the Site: including cookies, log files, and location data (see Cookies & Tracking below)
How We Use Your Information
We use Personal Information to:
- Verify issuers, investors, and compliance documents
- Provide and manage InvestSecure badges (Verified & Premium)
- Support AML/KYC requirements and legal obligations
- Enable secure use of the Site (e.g., log-in for secure areas)
- Communicate with you regarding your account, badge status, or support requests
- Send newsletters, updates, or regulatory information you have requested
- Improve and enhance our Site and services through analytics and feedback
- Protect our rights, property, and users
- Meet legal and regulatory obligations
We process Personal Information with your consent, as necessary to provide our services, or based on legitimate interests such as security and service improvement.
Information Sharing
We do not sell your information. We may share it only in the following circumstances:
- Service Providers: vendors who support our operations (IT, cloud hosting, analytics, escrow, compliance administrators)
- Business Transactions: if InvestSecure is involved in a merger, acquisition, or restructuring
- Regulatory Authorities & Legal Process: when required by law, court order, subpoena, or government request
- Client Engagements: where necessary to fulfill contractual obligations with clients
No mobile/SMS opt-in data or consent will ever be shared with third parties for marketing or promotional purposes.
Cookies & Tracking
Our Site uses cookies and similar technologies to improve functionality and analyze usage.
Types of cookies we may use:
- Essential Cookies: enable secure log-ins and basic site functions
- Functionality Cookies: remember preferences, such as email for log-in or saved settings
- Performance Cookies: collect usage data (e.g., most visited pages, error tracking) to improve the Site
- Tracking/Targeting Cookies: may be used by trusted partners to provide analytics or marketing automation features
You can adjust your browser settings to block or delete cookies. Some features may not function properly without them.
We may also collect:
- Log File Information: IP address, browser type, pages viewed, referring URLs, clicks, and interactions
- Location Data: derived from IP address for approximate location; precise location only with your consent
Data Security
We implement industry-standard safeguards, including:
- Encryption of sensitive data
- Secure deal rooms and document storage
- Administrative access controls
- Ongoing monitoring and compliance checks
Despite these measures, no system is fully secure. We cannot guarantee absolute protection of your information.
Data Retention
We retain information for as long as necessary to:
- Provide our services
- Meet compliance, audit, and legal obligations
- Resolve disputes and enforce agreements
Certain records (including compliance, accreditation, and financial documents) may be retained for extended periods as required by law or regulatory authorities. When retention is no longer legally required, we may securely archive or anonymize the data.
Your Rights
Depending on your jurisdiction, you may have the right to:
- Access, correct, or delete your data
- Request a copy of your data in a portable format
- Restrict or object to certain processing activities
- Opt out of marketing communications
To exercise these rights, contact us at info@investsecure.org.
Opting Out of Communications
You may unsubscribe from newsletters, updates, or promotional communications by:
- Following the unsubscribe link in our emails, or
- Contacting us directly at info@investsecure.org
International Users
If you access InvestSecure from outside the U.S., your information may be transferred to and processed in the United States, where privacy laws may differ from your home country. By using our Site, you consent to this transfer.
Other Websites & Services
Our Site may link to third-party websites and services. We are not responsible for their privacy practices or content. We encourage you to review their privacy policies before providing personal information.
Updates to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated Effective Date.
Contact Us
If you have questions about this Privacy Policy, please contact us:
InvestSecure
info@investsecure.org
