Privacy Policy

Last updated July 08, 2024

This privacy notice for Sevensuede Investments, LLC ("we," "us," or "our"), describes how and why we might collect, store, use, and/or share ("process") your information when you use our services ("Services"), such as when you:

• Visit our website at sevensuede.com, or any website of ours that links to this privacy notice
• Engage with us in other related ways, including any sales, marketing, or events

Questions or concerns? Reading this privacy notice will help you understand your privacy rights and choices. If you do not agree with our policies and practices, please do not use our Services. If you still have any questions or concerns, please contact us at support@sevensuede.com.

SUMMARY OF KEY POINTS

This summary provides key points from our privacy notice, but you can find out more details about any of these topics by clicking the link following each key point or by using our table of contents below to find the section you are looking for.

What personal information do we process? When you visit, use, or navigate our Services, we may process personal information depending on how you interact with us and the Services, the choices you make, and the products and features you use. Learn more about personal information you disclose to us.

Do we process any sensitive personal information? We do not process sensitive personal information.

Do we collect any information from third parties? We do not collect any information from third parties.

How do we process your information? We process your information to provide, improve, and administer our Services, communicate with you, for security and fraud prevention, and to comply with law. We may also process your information for other purposes with your consent. We process your information only when we have a valid legal reason to do so. Learn more about how we process your information.

In what situations and with which parties do we share personal information? We may share information in specific situations and with specific third parties. Learn more about when and with whom we share your personal information.

How do we keep your information safe? We have organizational and technical processes and procedures in place to protect your personal information. However, no electronic transmission over the internet or information storage technology can be guaranteed to be 100% secure, so we cannot promise or guarantee that hackers, cybercriminals, or other unauthorized third parties will not be able to defeat our security and improperly collect, access, steal, or modify your information. Learn more about how we keep your information safe.

What are your rights? Depending on where you are located geographically, the applicable privacy law may mean you have certain rights regarding your personal information. Learn more about your privacy rights.

How do you exercise your rights? The easiest way to exercise your rights is by submitting a data subject access request, or by contacting us. We will consider and act upon any request in accordance with applicable data protection laws.

TABLE OF CONTENTS

1. WHAT INFORMATION DO WE COLLECT?
2. HOW DO WE PROCESS YOUR INFORMATION?
3. WHAT LEGAL BASES DO WE RELY ON TO PROCESS YOUR PERSONAL INFORMATION?
4. WHEN AND WITH WHOM DO WE SHARE YOUR PERSONAL INFORMATION?
5. DO WE USE COOKIES AND OTHER TRACKING TECHNOLOGIES?
6. HOW LONG DO WE KEEP YOUR INFORMATION?
7. HOW DO WE KEEP YOUR INFORMATION SAFE?
8. DO WE COLLECT INFORMATION FROM MINORS?
9. WHAT ARE YOUR PRIVACY RIGHTS?
10. CONTROLS FOR DO-NOT-TRACK FEATURES
11. DO UNITED STATES RESIDENTS HAVE SPECIFIC PRIVACY RIGHTS?
12. DO WE MAKE UPDATES TO THIS NOTICE?
13. HOW CAN YOU CONTACT US ABOUT THIS NOTICE?
14. HOW CAN YOU REVIEW, UPDATE, OR DELETE THE DATA WE COLLECT FROM YOU?
15. SMS/TEXT MESSAGING COMMUNICATIONS

1. WHAT INFORMATION DO WE COLLECT?

Personal information you disclose to us

In Short: We collect personal information that you provide to us.

We collect personal information that you voluntarily provide to us when you register on the Services, express an interest in obtaining information about us or our products and Services, when you participate in activities on the Services, or otherwise when you contact us.

Personal Information Provided by You. The personal information that we collect depends on the context of your interactions with us and the Services, the choices you make, and the products and features you use. The personal information we collect may include the following:

• names
• phone numbers
• email addresses
• usernames
• passwords

Sensitive Information. We do not process sensitive information.

Payment Data. We may collect data necessary to process your payment if you choose to make purchases, such as your payment instrument number, and the security code associated with your payment instrument. All payment data is handled and stored by Sevensuede Investments, LLC. You may find their privacy notice link(s) here: https://sevensuede.com/privacy-policy/.

All personal information that you provide to us must be true, complete, and accurate, and you must notify us of any changes to such personal information.

Information automatically collected

In Short: Some information — such as your Internet Protocol (IP) address and/or browser and device characteristics — is collected automatically when you visit our Services.

We automatically collect certain information when you visit, use, or navigate the Services. This information does not reveal your specific identity (like your name or contact information) but may include device and usage information, such as your IP address, browser and device characteristics, operating system, language preferences, referring URLs, device name, country, location, information about how and when you use our Services, and other technical information. This information is primarily needed to maintain the security and operation of our Services, and for our internal analytics and reporting purposes.

Like many businesses, we also collect information through cookies and similar technologies.

2. HOW DO WE PROCESS YOUR INFORMATION?

In Short: We process your information to provide, improve, and administer our Services, communicate with you, for security and fraud prevention, and to comply with law. We may also process your information for other purposes with your consent.

We process your personal information for a variety of reasons, depending on how you interact with our Services, including:

• To facilitate account creation and authentication and otherwise manage user accounts. We may process your information so you can create and log in to your account, as well as keep your account in working order.
• To send you marketing and promotional communications. We may process the personal information you send to us for our marketing purposes, if this is in accordance with your marketing preferences. You can opt out of our marketing emails at any time.
• To protect our Services. We may process your information as part of our efforts to keep our Services safe and secure, including fraud monitoring and prevention.
• To save or protect an individual's vital interest. We may process your information when necessary to save or protect an individual's vital interest, such as to prevent harm.

8. DO WE COLLECT INFORMATION FROM MINORS?

In Short: We do not knowingly collect data from or market to children under 18 years of age.

We do not knowingly collect, solicit data from, or market to children under 18 years of age, nor do we knowingly sell such personal information. By using the Services, you represent that you are at least 18 or that you are the parent or guardian of such a minor and consent to such minor dependent's use of the Services. If we learn that personal information from users less than 18 years of age has been collected, we will deactivate the account and take reasonable measures to promptly delete such data from our records. If you become aware of any data we may have collected from children under age 18, please contact us at support@sevensuede.com.

13. HOW CAN YOU CONTACT US ABOUT THIS NOTICE?

If you have questions or comments about this notice, you may email us at support@sevensuede.com or contact us by post at:

14. HOW CAN YOU REVIEW, UPDATE, OR DELETE THE DATA WE COLLECT FROM YOU?

Based on the applicable laws of your country or state of residence in the US, you may have the right to request access to the personal information we collect from you, details about how we have processed it, correct inaccuracies, or delete your personal information. You may also have the right to withdraw your consent to our processing of your personal information. These rights may be limited in some circumstances by applicable law. To request to review, update, or delete your personal information, please contact us at support@sevensuede.com.

15. SMS/TEXT MESSAGING COMMUNICATIONS

In Short: We may send you SMS/text messages if you opt in to receive them. You can opt out at any time.

Consent to Receive Text Messages

By providing your mobile phone number and checking the SMS consent box on our signup form or other opt-in methods, you expressly consent to receive text messages from Sevensuede Investments, LLC regarding your account, services, appointments, updates, and other information related to our financial services. Your consent to receive text messages is not required as a condition of purchasing any goods or services from us.

Types of Messages

If you opt in to receive text messages from Sevensuede Investments, you may receive messages related to:

• Account notifications and alerts
• Appointment reminders and confirmations
• Service updates and important announcements
• Investment and financial planning information
• Responses to your inquiries
• Two-factor authentication codes

Message Frequency

Message frequency varies based on your account activity and preferences. You may receive recurring messages. We will not send you marketing messages without your prior express written consent.

Message and Data Rates

Message and data rates may apply. Your carrier's standard messaging rates will apply to any text messages we send you or that you send to us. Please contact your wireless carrier for details about your text messaging plan and any applicable fees.

How to Opt Out

You may opt out of receiving text messages from Sevensuede Investments at any time. To stop receiving text messages, simply reply STOP to any text message you receive from us. After you send the STOP message, you will receive a one-time confirmation message confirming that you have been unsubscribed. After this, you will no longer receive text messages from us unless you opt in again.

You may also opt out by contacting us directly at support@sevensuede.com or by calling us at 602-492-7672.

How to Get Help

If you are experiencing issues with our text messaging program, you can reply HELP to any text message you receive from us for more assistance, or contact us directly at support@sevensuede.com or call us at 602-492-7672.

Privacy of Your Phone Number

We value your privacy. Your mobile phone number and the information contained in your text messages will be kept confidential. We will not sell, rent, or share your mobile phone number or any information you provide via text message with third parties for their marketing purposes.

We may share your phone number with our text messaging service provider (Twilio) solely for the purpose of delivering text messages to you. Our service provider is contractually obligated to keep your information confidential and to use it only for the purpose of providing text messaging services on our behalf.

Carriers and Compatibility

Carriers are not liable for delayed or undelivered messages. Text messaging may not be available on all wireless carriers. We support major US carriers including AT&T, Verizon, T-Mobile, Sprint, and others. Consult your carrier for more information.

Changes to SMS Terms

We reserve the right to modify these SMS terms at any time. Any changes will be effective immediately upon posting. Your continued participation in our text messaging program after changes are posted will constitute your acceptance of such changes.