Privacy Policy

Effective Date: July 30, 2025
Last Updated: July 30, 2025

Clearview Asset Protection (“Company,” “we,” “our,” or “us”) is committed to protecting the privacy of our clients, prospective investors, partners, and website visitors (“you” or “your”). This Privacy Policy explains how we collect, use, store, and safeguard your personal information in compliance with applicable data protection laws, including GDPR, CCPA, and other U.S. federal and state regulations.


1. Information We Collect

We may collect the following categories of information:

a. Personal Information

Full name, contact details (email, phone number, address)

Investor accreditation status and documentation

Financial information necessary for evaluating investment opportunities

Identity verification documents (e.g., government-issued ID, tax forms)

b. Usage & Technical Data

IP address, browser type, operating system

Website interaction data (cookies, analytics, and session tracking)

Device identifiers and geolocation (if enabled)

c. Communication Data

Records of correspondence with our team via email, phone, or online forms

Investor inquiries and application information


2. How We Use Your Information

Your data is used to:

Facilitate investor onboarding and verify accreditation status

Provide information about our investment offerings and related services

Communicate with you regarding opportunities, updates, and regulatory disclosures

Maintain compliance with SEC, FINRA, and other regulatory requirements

Improve website functionality, user experience, and marketing efforts


3. Legal Basis for Processing (GDPR)

For users in the EU/EEA, we process your personal data under the following legal bases:

Consent (when you opt in to receive communications or submit data)

Contractual necessity (to provide requested services)

Legal obligation (to meet compliance requirements)

Legitimate interest (for business development and security purposes)


4. Data Sharing and Disclosure

We do not sell your personal information. We may share limited data with:

Service providers assisting with hosting, analytics, and compliance

Legal and regulatory authorities to meet compliance and reporting obligations

Professional advisors (e.g., attorneys, accountants) as necessary for business operations

All third parties are bound by confidentiality and data protection agreements.


5. Data Security

We implement industry-standard security measures, including:

Encrypted data transmission (SSL/TLS)

Secure servers with restricted access

Periodic security audits and compliance checks

Role-based access controls for sensitive investor data


6. Data Retention

We retain personal data only as long as necessary to:

Fulfill the purposes outlined in this policy

Comply with legal and regulatory obligations (e.g., SEC recordkeeping)

Maintain business records as required under applicable law


7. Your Rights

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

Access, correct, or delete your personal data

Withdraw consent for processing (where applicable)

Request a copy of your data in portable format

Opt-out of marketing communications

To exercise your rights, contact us at [email protected].


8. Cookies & Tracking Technologies

We use cookies and similar technologies to:

Enhance user experience

Track website performance and analytics

Provide personalized content

You may disable cookies via your browser settings; however, some features may be limited.


9. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for the privacy practices or content of such external websites.


10. Updates to This Policy

We may update this Privacy Policy periodically. Changes will be posted on this page with an updated effective date. Continued use of our services constitutes acceptance of the revised policy.


11. Contact Us

For questions or to exercise your privacy rights, contact us at:

Clearview Asset Protection

Email: [email protected]