PRIVACY POLICY

1. Notice At Collection

This Privacy Policy (“Policy”) outlines how Streamline Investments LLC (“Company,” “we,” “us,” or “our”) collects, processes, stores, and discloses personal information when you:

  • Access and use our website, online services, and digital platforms, including www.streamlineinvestments.com, investment portals, and any related applications where this Policy is posted (“Sites”).
  • Engage with our investment services, business funding, financial advisory, and portfolio management solutions (“Services”).
  • Communicate with us through emails, phone calls, or other direct and indirect methods (“Communications”).
  • Interact with us via third-party providers, including financial institutions, business partners, and regulatory agencies (“Third Parties”).
  • Conduct business transactions, including investment activities, funding negotiations, and financial partnerships (“B2B”).

Personal information, also referred to as personal data, personally identifiable information (PII), or similar terms, includes any data that directly or indirectly identifies you or can be reasonably linked to you or your household. However, some types of data are excluded from this Policy, including:

  • Publicly available information, such as business registration details or regulatory filings.
  • De-identified or aggregated data that cannot be used to re-identify you.

2. What Personal Information Do We Collect?

The personal information we collect depends on how you interact with our Sites, Services, and Third-Party Partners. We may collect:

  • A. Direct Identifiers: This includes details such as your full name, business entity name, email address, phone number, mailing address, username, account details, and IP address.
  • B. Financial and Investment Information: Bank account details, payment transaction history, investment portfolio details, business revenue reports, credit scores, and tax documentation.
  • C. Commercial Information: Records of financial transactions, business funding applications, loan agreements, services purchased or considered, and other business-related financial history.
  • D. Technical and Internet Activity Data: Information such as browser type, device information, location data, operating system, website usage patterns, and cookie preferences.
  • E. Business and Professional Information: Business registration numbers, legal documents, partnership agreements, and professional history details.
  • F. Inferences and Analytics: Insights such as investment preferences, risk tolerance, financial trends, and decision-making behavior.

3. How Do We Collect Your Personal Information?

We collect your data from the following sources:

  • A. Direct Collection from You: You provide information when you:
    • Register an account, apply for funding, or submit an investment proposal.
    • Fill out forms, contact customer service, or subscribe to newsletters.
    • Engage in business transactions or investment negotiations.
    • Submit documents for verification or compliance purposes.
  • B. Automatic Collection via Technology: Cookies and tracking pixels, device and browser information, IP address, and location data are collected when you browse our Sites.
  • C. Collection from Third-Party Sources: Data obtained from financial institutions, business credit bureaus, regulatory agencies, and social media or public directories.

4. How Do We Use Your Personal Information?

We use your personal information for the following purposes:

  • A. Providing and Improving Our Services: Evaluate investment applications and manage portfolios, among other activities.
  • B. Communication and Customer Support: Respond to inquiries, provide account support, and notify you about changes to policies or services.
  • C. Legal and Regulatory Compliance: Comply with regulations such as anti-money laundering (AML) and Know Your Customer (KYC).
  • D. Marketing and Advertising: Send promotional emails and personalize marketing campaigns based on your preferences.

5. How Do We Share Your Personal Information?

We do not sell personal data. However, we may disclose your information to:

  • A. Business Partners and Financial Institutions: Data shared with banks, lenders, and investment partners involved in funding transactions.
  • B. Service Providers and Processors: Third-party vendors assisting in payment processing, IT infrastructure, analytics, legal compliance, and security.
  • C. Legal and Compliance Authorities: When required by law or for protecting our rights.
  • D. Affiliates and Subsidiaries: In the case of mergers or corporate expansion.

6. Data Security And Protection Measures

We implement security measures such as end-to-end encryption, multi-factor authentication, and regular cybersecurity audits to protect your data.

7. Your Privacy Rights And Choices

Depending on your jurisdiction, you may have rights to:

  • Access and request copies of your personal data.
  • Correct or update inaccurate information.
  • Opt out of targeted advertising and marketing.
  • Request deletion of certain personal information.

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

8. Cookies And Online Tracking

We use cookies to enhance your experience. You can manage your cookie preferences in your browser settings.

9. Updates To This Privacy Policy

We may update this Policy periodically. Changes will be posted on our website, and significant modifications will be communicated via email or notifications.

10. Contact Information

If you have any questions or concerns about this Privacy Policy, contact us at:

  • Email: [your email]
  • Address: [your business address]
  • Phone: [your contact number]