Privacy Policy

Privacy Policy

Effective Date: August 20, 2025

UFUND Investment (“UFUND,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our website, investor platform, services, and communications, including SMS/text messaging programs.

By using our services, you agree to this Privacy Policy.

1. Information We Collect

We may collect the following categories of information:

Personal Information

  • Name, address, phone number, email address
  • Date of birth, identification details, and other information required for compliance
  • Financial and investment-related information, including accreditation status and investment preferences

Investment & Account Information

  • Investor profile data
  • Transaction history
  • Documents submitted for investment verification or onboarding

Device & Technical Data

  • IP address, browser type, operating system, and device identifiers
  • Usage data, including pages visited, links clicked, and interactions with our services

Optional Access Information

  • Information from integrated services, such as LinkedIn, if you authorize access

We do not knowingly collect personal information from children under 13. If you believe such information has been collected inadvertently, please contact us so we can remove it.


2. How We Use Your Information

We may use your information to:

  • Provide, operate, and maintain our website, investor platform, and related services
  • Evaluate eligibility for investment opportunities
  • Process transactions and maintain investor and compliance records
  • Communicate with you by email, phone, and SMS
  • Comply with legal, regulatory, and reporting obligations
  • Improve our services, website performance, and user experience

3. Location Data

We may collect approximate location data to improve and customize our services. With your consent, we may collect precise location data, but it will not personally identify you unless explicitly linked to your account.


4. SMS/Text Messaging Privacy (TCPA Compliance)

If you opt into our SMS program:

  • We collect and store your phone number and consent records
  • Messages may include investment opportunities, updates, and service-related notifications
  • Message frequency may vary
  • Message and data rates may apply depending on your mobile carrier plan

SMS Preferences

Reply STOP to opt out of SMS messages. Reply HELP for assistance.

Consent

  • SMS consent is not a condition of purchase or investment
  • You provide prior express written consent when opting in

Data Protection

  • No mobile information will be shared with third parties or affiliates for marketing or promotional purposes
  • SMS opt-in data and consent will not be sold or shared with third parties

This does not restrict UFUND from using service providers that help us deliver SMS messages, manage communications, maintain records, or operate our business, provided such service providers are not permitted to use SMS opt-in data for their own marketing or promotional purposes.


5. How We Share Information

Service Providers

  • Compliance and KYC providers
  • IT, hosting, analytics, and communications vendors
  • Legal, accounting, administrative, and other professional service providers

These service providers are permitted to use information only as necessary to perform services on our behalf and are expected to protect it appropriately.

Legal & Regulatory Requirements

  • To comply with applicable laws, regulations, and legal processes
  • To respond to lawful requests from regulators, courts, or government authorities
  • To protect our rights, users, operations, or safety

Business Transfers

We may disclose information in connection with a merger, acquisition, financing, reorganization, or sale of all or part of our assets.


6. Service Providers

We may use third-party service providers to support our website, investor platform, communications, analytics, compliance, and business operations. These may include CRM providers, investor management platforms, SMS providers, webinar providers, hosting providers, analytics providers, and professional advisors.

Examples of service providers may include CRM providers, investor management platforms, webinar providers, analytics providers, communications providers, and similar vendors.


7. Data Retention

We may retain your information as long as necessary to:

  • Fulfill business and operational purposes
  • Comply with legal, regulatory, tax, accounting, and reporting obligations
  • Resolve disputes and enforce our agreements

Certain investor and compliance records may be retained for extended periods where required by law.


8. Data Security

We implement industry-standard administrative, technical, and physical safeguards designed to protect your information. While we work to protect your data, no method of transmission over the internet or method of storage is completely secure.


9. Your Rights & Choices

You may have the right to:

  • Request access to your personal information
  • Request updates, corrections, or deletion of your information, subject to legal and regulatory obligations
  • Opt out of certain communications, including SMS messages

To make a request, contact us at [email protected].


10. California Privacy Rights

California residents may have additional rights regarding their personal information, including the right to request access, correction, deletion, and information about certain disclosures, subject to legal and regulatory exceptions.

We do not sell SMS opt-in data or mobile information. If applicable law defines certain analytics or advertising activities as a “sale” or “sharing” of personal information, you may contact us to exercise any available opt-out rights.

To make a California privacy request, contact us at [email protected].


11. International Transfers

Your information may be processed and stored in the United States and other jurisdictions where we or our service providers operate. By using our services or providing information to us, you understand that your information may be transferred to jurisdictions that may have different data protection laws than your location.


12. Cookies & Analytics

We may use cookies and similar technologies to:

  • Understand user behavior and website usage
  • Improve website functionality and performance
  • Generate analytics insights that help us enhance our services
  • Measure campaign effectiveness and understand how visitors interact with landing pages, forms, emails, and other marketing materials

We may use analytics and advertising technologies, including cookies, pixels, and similar tools, to evaluate marketing performance and improve our services. You can manage cookie preferences through your browser settings where available.


14. Changes to This Policy

We may update this Privacy Policy from time to time. Any updates will be posted on this page with a revised effective date.


15. Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us at:

[email protected]

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