Privacy Policy

Last updated: January 2025

1. Introduction

ShareWell ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our platform and services.

2. Information We Collect

We may collect the following types of information:

  • Personal Information: Name, email address, phone number, date of birth, and mailing address.
  • Financial Information: Income, net worth, and investment experience for accreditation verification.
  • Company Information: Business name, state of incorporation, industry, and financial data.
  • Usage Data: Information about how you interact with our platform.

3. How We Use Your Information

We use your information to:

  • Provide and maintain our services
  • Verify your identity and accredited investor status
  • Process transactions and send related information
  • Communicate with you about our services
  • Comply with legal and regulatory requirements
  • Improve and personalize your experience

4. Information Sharing

We may share your information with:

  • Service Providers: Third parties who help us operate our platform.
  • Regulatory Bodies: When required by law or to comply with SEC regulations.
  • Business Partners: Companies or investors participating in offerings you're involved with.

We do not sell your personal information to third parties for marketing purposes.

5. Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet is 100% secure.

6. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes for which it was collected, comply with legal obligations, resolve disputes, and enforce our agreements.

7. Your Rights

Depending on your location, you may have the right to:

  • Access the personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of your information
  • Opt out of certain data processing activities
  • Request a copy of your data in a portable format

8. Cookies and Tracking

We use cookies and similar tracking technologies to enhance your experience on our platform. You can control cookie preferences through your browser settings.

9. Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children.

10. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new policy on this page and updating the "Last updated" date.

11. Contact Us

If you have any questions about this Privacy Policy, please contact us at privacy@sharewell.com