Privacy Policy

Updated: May 2025

ImpactVest Group Inc. (“ImpactVest,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, store, and disclose your personal information. By accessing or using our services, including our website and blockchain-based platforms, you consent to the collection and use of your personal data as described in this Privacy Policy.

---

1. Introduction

ImpactVest is a U.S.-registered investment adviser focused on delivering impact-aligned investment strategies. We operate at the intersection of AI, blockchain, tokenization, and ESG-integrated approaches. Our services include institutional investments, co-developed financial products, and innovative platforms leveraging blockchain technology. This Privacy Policy governs the collection, use, and protection of your personal data as part of our operations.

2. Information We Collect

• Personal Identification Information: Name, address, email address, phone number, and other contact details.
• Financial Data: Investment preferences, transaction history, financial position, and investment-related information.
• Communication Data: Emails, contact form submissions, or other direct communications with us.
• Blockchain and Tokenization Data: Transaction history and related data within blockchain-based platforms.
• Technical Data: IP address, browser type, operating system, and other data automatically collected via our website and digital platforms.

Collection Methods: We collect personal data through direct interactions, our website, and trusted third-party services.

3. Use of Information

• Provide personalized investment services and access to tokenized assets and ESG-aligned strategies.
• Communicate with investors and prospects with product and service updates.
• Comply with legal obligations including AML and tax laws.
• Secure and improve user experience across our blockchain-based platform.
• Support research, development, marketing, and partnerships.

4. Data Sharing and Disclosure

• Affiliates: Including subsidiaries like ImpactVest Management Company, LLC.
• Partners & Providers: Financial institutions, investors, and tech collaborators.
• Legal Authorities: If required by law or to ensure platform safety.

We ensure all third parties maintain appropriate data protection standards.

5. Security of Data

• Encryption of financial data
• Secure data storage & access control
• Routine security audits

While we take extensive precautions, no system is 100% secure. Use our platform at your discretion.

6. International Data Transfers

We may transfer and process your data in jurisdictions outside your own. By using our services, you agree to these transfers in line with this Privacy Policy.

7. User Rights and Choices

• Access: Request your stored data.
• Rectify: Correct inaccurate info.
• Delete: Request deletion (where legally allowed).
• Restrict/Object: Limit processing.
• Withdraw Consent: Revoke at any time.

Contact us to exercise these rights. Some data may be retained as required by law.

8. Blockchain and Tokenized Asset Data

Blockchain data may be immutable and publicly visible. This data follows different privacy constraints; users are advised to understand them before engaging.

9. Changes to this Privacy Policy

Updates may occur periodically. We will notify users of material updates where required. The latest version is always effective from the posted date.

10. Contact Information

• Email: compliance@impactvest.com
• Phone: (520) 412-5253
• Address: #460, 447 Broadway, 2nd Floor, New York, NY 10013, United States

Effective Date: May 2025