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Privacy Policy

Effective Date: [Insert Date]
Company: Idlewild EquityTrack (“we,” “our,” “us”)

At Idlewild EquityTrack, we respect your privacy and are committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you interact with our website, services, and platforms.

 

1. Information We Collect

We may collect the following types of information:

  • Personal Information: Name, address, email, phone number, shareholder or client account details.

  • Financial Information: Bank details, escrow account information, and securities transaction records.

  • Technical Information: IP address, browser type, device identifiers, and usage data when visiting our website.

  • Uploaded Documents: Files submitted for account setup, shareholder verification, or compliance purposes.

 

2. How We Use Your Information

We use collected information to:

  • Provide transfer agent and equity management services.

  • Maintain shareholder and client records.

  • Facilitate capital raising, IPO readiness, and corporate actions.

  • Comply with regulatory and legal obligations (SEC, DTC, AML/KYC, etc.).

  • Improve our website, platforms, and customer support.

  • Communicate with you regarding accounts, updates, or policy changes.

3. Information Sharing

We do not sell or rent personal information. We may share data only with:

  • Regulatory Bodies: To comply with SEC, FINRA, DTC, or other legal requirements.

  • Service Providers: IT, escrow, and compliance partners under strict confidentiality agreements.

  • Corporate Transactions: In mergers, acquisitions, or reorganizations, with safeguards in place.

 

4. Data Security

We implement industry-standard security measures, including encryption, access controls, and secure data storage, to protect against unauthorized access, alteration, disclosure, or destruction of your information.

 

5. Data Retention

We retain personal information for as long as required by law, regulation, or legitimate business needs. Once retention periods expire, information is securely deleted or anonymized.

 

6. Your Rights

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

  • Access, update, or correct your information.

  • Request deletion of your data (subject to legal obligations).

  • Restrict or object to processing.

  • Request a copy of your personal data in a portable format.

To exercise your rights, please contact us at: [Insert Contact Email].

 

7. Cookies & Tracking

Our website may use cookies and analytics tools to enhance user experience and track performance. You may disable cookies in your browser settings, but some features may not function properly.

 

8. Third-Party Links

Our website may link to third-party platforms. We are not responsible for the privacy practices of external sites. We encourage you to review their policies.

 

9. Updates to this Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with the “Effective Date” updated accordingly.

 

10. Contact Us

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

Idlewild EquityTrack

support@idlewideequity.site

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