Privacy Policy

Effective date: [to be inserted upon approval]

Information we collect

When you submit a membership application, investor eligibility inquiry, or contact form, we collect the information you provide, which may include your name, email address, phone number, city and state, professional role, membership interest, and the written responses you choose to share. We do not request account numbers, tax IDs, financial account credentials, or other sensitive investment records through website forms.

How we use contact information

We use the information you submit to review applications and inquiries, respond to you, and administer membership where applicable. Investor eligibility inquiries are reviewed privately and are not used to automatically confirm eligibility.

Analytics and cookies

This website may use essential cookies required for the site to function. If additional analytics tools are enabled, this section will be updated to describe them. No specific analytics vendor is represented here unless separately confirmed.

Service providers

Website forms and communications may be processed by hosting and form-delivery service providers acting on our behalf. Those providers process information only to deliver the services we request.

Security and retention

We take reasonable steps to protect information submitted through this website. Specific security certifications are not claimed here. Information is retained only as long as needed to respond to inquiries, administer membership, and meet applicable recordkeeping needs, as determined in the approved policy.

Your choices and rights

You may contact us using the website contact form to ask about the information you have submitted, request an update, or ask that we limit further contact. Additional privacy rights, if applicable, will be described in the approved policy.

Updates

This draft may be updated. The approved version, including its effective date, will replace this page when legal review is complete.

This page is a draft for legal review before launch. It does not claim compliance with any specific privacy law or certification.