Template notice. This document is a drafting starting point prepared for the site build. It must be reviewed and completed by qualified securities and privacy counsel before the site goes live.
Information we collect
We collect information you provide directly — name, email address, telephone number, accreditation status, investment interest, and anything you write in a message — when you submit a form on this site. We also collect limited technical information automatically, including IP address, browser type, pages visited, and referring source, through standard web analytics.
How we use it
To respond to your enquiry, schedule and prepare for calls, send the investor packet and investor letter if you request them, provide offering information to verified accredited investors, meet our record-keeping obligations under applicable securities regulations, and improve the website.
What we do not do
We do not sell, rent, or trade your personal information. We do not share it with third parties for their own marketing purposes.
Who we share it with
Service providers who act on our behalf and are bound to protect it — including our email and customer relationship platform, accreditation verification provider, fund administrator, and professional advisors — and regulators or law enforcement where required by law.
Cookies and analytics
This site uses cookies necessary for its operation and, if enabled, analytics cookies to understand aggregate usage. You can control cookies through your browser settings. [Confirm the specific analytics and advertising tools in use, and whether a consent mechanism is required for your visitors.]
Retention
We retain enquiry information for as long as necessary to serve the relationship and to satisfy legal and regulatory record-keeping requirements, after which it is deleted or anonymised.
Your rights
You may request access to, correction of, or deletion of your personal information, and may unsubscribe from marketing email at any time using the link in any message or by contacting us. Depending on where you live, you may have additional statutory rights. [Counsel to confirm applicable state and international privacy regimes.]
Security
We use reasonable administrative, technical, and physical safeguards to protect personal information. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
Contact
Privacy questions may be sent to invest@prefcapitalpartners.com.
Last updated [date].