Privacy Policy

Overview and Scope

This Privacy Policy explains how RiseVest (“we,” “us,” “our”) collects, uses, discloses, and safeguards information when you visit or use our website and related online services available at https://rise-vest.org (the “Platform”).

This Policy applies to information processed in connection with our Platform, including account creation, identity and security checks where applicable, support communications, analytics, and platform operations. It does not cover third-party websites or services that may be linked from the Platform.

Who We Are and How to Contact Us

RiseVest (Canada operations contact)

Address: 1055 W Hastings St, Suite 300, Vancouver, BC V6E 2E9, Canada

Phone: +1 (604) 555-0197

Support email: [email protected]

Information We Collect

Information You Provide

We may collect information you provide directly, such as:

• Account information (name, email address, country/region, password or authentication credentials)
• Verification information (date of birth, identity details, and documents where applicable for compliance and risk controls)
• Payment-related and billing details (processed via providers, where applicable)
• Support messages and requests you submit to us
• Preferences you set in your dashboard (risk settings, notifications, language, and similar)

Information Collected Automatically

When you use the Platform, we may collect:

• Device and browser data (device type, operating system, browser version)
• Technical identifiers (IP address, session IDs, cookies, and similar technologies)
• Usage data (pages viewed, features used, timestamps, referral URLs)
• Security and fraud signals (login attempts, unusual activity indicators)

Information From Partners and Service Providers

Depending on how you use the Platform, we may receive information from:

• Identity verification vendors (where applicable)
• Payment processors (confirmation tokens and transaction metadata, not full payment card details where providers handle them)
• Broker or execution partners (status messages, execution confirmations, and account linkage information where you choose to connect)

How We Use Information

We use information to operate and improve the Platform, including to:

• Create and administer user accounts
• Provide platform functionality, dashboards, and requested services
• Maintain safety, prevent fraud, and monitor suspicious activity
• Support compliance workflows where applicable (age confirmation 18+, identity checks, risk controls)
• Communicate service messages (security alerts, policy updates, maintenance notices)
• Respond to inquiries and provide customer support
• Measure performance and understand feature usage to improve usability
• Enforce our Terms and Conditions and protect our legal rights

Legal Bases and Canadian Privacy Considerations

We process information in a manner consistent with Canadian privacy expectations, which may include:

• Your consent (express or implied, depending on context)
• Contractual necessity (to provide services you request)
• Legitimate operational needs (security, fraud prevention, service improvement)
• Legal obligations (where applicable)

Cookies and Similar Technologies

We use cookies and similar tools to:

• Keep you signed in (where applicable) and maintain sessions
• Remember preferences
• Analyze usage patterns and improve performance

You can adjust cookie settings in your browser. Some features may not work properly if cookies are disabled.

Sharing and Disclosure of Information

We may share information only as needed for the purposes described above, including with:

• Service providers that help run the Platform (hosting, analytics, security, communications)
• Verification, compliance, and fraud-prevention partners (where applicable)
• Payment processors and billing partners (where applicable)
• Broker/execution partners you choose to connect with (to enable functionality you request)
• Professional advisors (legal, audit, accounting) under confidentiality obligations
• Authorities or other parties when required by law, legal process, or to protect rights, safety, and security

We do not sell personal information as a standalone commercial activity.

International Transfers

Your information may be processed in jurisdictions outside Canada (for example, where cloud infrastructure or service providers operate). When transfers occur, we take reasonable steps to require appropriate protections through contractual and organizational safeguards.

Data Retention

We keep information only for as long as necessary for the purposes described in this Policy, including security, dispute handling, and compliance needs where applicable. Retention periods vary by data type and context. We may keep certain records longer if required by law or to establish, exercise, or defend legal claims.

Security and Account Protection Expectations

We apply administrative, technical, and organizational measures designed to protect information against unauthorized access, loss, misuse, or alteration. No online service can guarantee absolute security.

What You Should Do

• Use a strong, unique password and enable additional security features if offered
• Do not share login credentials
• Notify us promptly if you suspect account compromise
• Keep devices and browsers updated

Your Privacy Rights and Requests

Depending on your location and the nature of our processing, you may request:

• Access to personal information we hold about you
• Correction of inaccurate or incomplete information
• Deletion of information, where appropriate and legally permitted
• Withdrawal of consent (which may affect platform availability)

How to Submit a Request

Email [email protected] with the subject line “Privacy Request.” Include:

• The email associated with your account
• The request type (access/correction/deletion/consent withdrawal)
• Any relevant details to help us locate the information

We may ask for verification before acting to protect your account and prevent unauthorized requests.

Children and Age Limit

The Platform is intended for adults only. Minimum age is 18+. We do not knowingly collect personal information from individuals under 18. If you believe a minor has provided information, contact us so we can take appropriate steps.

Policy Updates and Notices

We may update this Privacy Policy from time to time. Changes are effective when posted on the Platform. If changes are material, we may provide additional notice (such as a dashboard notification or email, where appropriate). The “last updated” date may be displayed on the Platform.

Questions and Complaints

If you have questions about this Policy or concerns about privacy practices, contact:

• Email: [email protected]
• Phone: +1 (604) 555-0197
• Address: 1055 W Hastings St, Suite 300, Vancouver, BC V6E 2E9, Canada