InvestCloud privacy & data

We use your personal data when acting as “data controller” or “business” (as such terms are defined under applicable law) for the following purposes:

your contact information, such as your name, job title, company name, address, phone number, or email address

financial account information, such as bank account details

The type of personal data we may collect directly includes contact information, professional or employment-related information, commercial information and related payment account details, visual information, identifiers, and internet activity information.

your computer or mobile device identifier, IP address

general location information such as city, state or geographic area

details about how you engage with our marketing communications

such as date of birth, country of citizenship and/or country of residence

government-issued identification numbers (to the extent permitted under applicable law)

Operating our websites.

Marketing our products, services, or events.

Managing our recruiting and processing employment applications.

Complying with applicable laws and regulations and to operate our business.

Protecting our business and managing the security of our environments is based on our legitimate interest to protect our systems and rights, and the rights of others.

The personal data you submit to us will only be retained for as long as is necessary for the purposes for which it was collected as outlined in this Privacy Notice

we will require that the recipients of your personal data provide data security and protection in accordance with applicable law.

If you would like to exercise rights that may be available to you, please notify us at compliance@investcloud.com.

You may ask us for a copy of the personal data we hold about you

If any personal data we hold about you is incomplete or inaccurate, you can request that we rectify it

This is a request to delete or remove your personal data and is subject to limitations.

You may object to processing your personal data for direct marketing purposes or where our processing is based on legitimate interests.

Where our processing is based on your consent, you may withdraw that consent at any time.

While we do not sell personal information in the traditional sense, we may “sell” or “share” personal information as those terms are defined under the CCPA