This Privacy Policy (“Policy”) outlines how RaisonBerg, Inc and its subsidiaries—including the investment products it sponsors or manages (collectively, “RaisonBerg,” “we,” “our,” or “us”)—collect and protect your Personal Information (as defined below). If you have questions not addressed in this Policy, please contact us at the email provided below. By creating an account on any RaisonBerg website, including www.RaisonBerg.com (the “RaisonBerg Sites”), or by submitting Personal Information to us in any other way, you consent to the collection and use of your information as described in this Policy. This Policy forms part of our Terms of Service, and any capitalized terms not defined here have the meanings assigned in the Terms of Service. This Policy applies to current and former RaisonBerg clients, as well as any users of the RaisonBerg Sites. “Personal Information” refers to non-public data that personally identifies you as an individual or entity.
Policy Updates
If we update this Policy, the revised version will be posted promptly on the RaisonBerg Sites. The "Revised" date will indicate the most recent version, which becomes effective immediately upon posting. Your continued use of the Sites constitutes acceptance of any changes. Any disputes related to this Policy are subject to the posted terms.
Collection and Use of Information
When you sign up or interact with the RaisonBerg Sites, we may collect information such as your full legal name, address, date of birth, and other data necessary to verify your identity and fulfill legal obligations. This information helps us conduct transactions, communicate with you, and better understand your needs. We or our marketing partners may also collect information from advertising activities. We collect and process Personal Information for purposes including: Creating and managing user accounts Delivering requested services Providing support and responding to inquiries Sending administrative communications Managing our relationship with you Requesting feedback on our products and services Sending marketing or promotional messages (opt-out available) Delivering targeted advertising Ensuring service security, including fraud prevention Analyzing usage trends to improve our services Evaluating marketing campaign effectiveness
Types of Information Collected
Information may be collected through: User-provided Information: This includes data you supply when filling out forms or documents, such as your name, address, age, job title, income, investment objectives, experience, contact details, and sensitive information like Social Security or tax ID numbers. Automatically Collected Data: This may include device and browser details, IP address, operating system, language, usage patterns, and location data. We collect this through cookies and similar technologies primarily for security and analytics. Third-party Sources: We may supplement our records with data from public databases, joint marketing partners, affiliate programs, data providers, or other third parties to enhance our marketing and service delivery. How We Protect Your Information
Keeping Your Information Secure
We restrict access to your Personal Information to only those employees who require it to provide services related to your transactions or potential transactions on the RaisonBerg Sites. Consistent with industry standards, we maintain robust physical, electronic, and procedural safeguards to protect your Personal Information. Our investment in security includes advanced software, systems, and protocols designed to safeguard your personal, financial, and transactional data. While no system can guarantee absolute security, we regularly evaluate and upgrade our technologies to meet evolving threats.
Ensuring Accuracy
Maintaining accurate and up-to-date information is essential for both service quality and security. Our procedures are designed to prevent unauthorized access while promoting data accuracy. If your Personal Information changes or you notice inaccuracies, please notify us promptly so we can update our records accordingly. We use this information to verify your identity and ensure the integrity of your account.
Your Rights Regarding Personal Information
Subject to applicable laws, you have certain rights over your Personal Information. These may include the rights to: Access Rectify Erase or block Restrict processing Object to processing Data portability File a complaint with your local data protection authority To exercise any of these rights, please contact us using the details provided at the end of this Privacy Policy. Ongoing Commitment to Privacy Our commitment to your privacy extends beyond the duration of your relationship with us. Even if you become an inactive client or terminate your investments, your Personal Information will remain protected under the principles outlined in the then-current version of this Policy. We retain your data as required by regulatory obligations, internal policies, and legal standards. How Information Benefits You and RaisonBerg Accurate and complete information helps us deliver better service and protect your interests. We use your data to: Respond efficiently and accurately to your inquiries Protect your investments and assist in the prevention of fraud This information is crucial to achieving our mission: to create transparent and accessible investment products within the digital asset space. Sharing Your Information with Third Parties
Our Commitment to Limited Sharing
We take your privacy seriously and limit the sharing of your Personal Information outside RaisonBerg. We do not disclose your data except as outlined below: Third-party service providers: We may engage reputable third parties to perform functions such as account processing, client support, identity verification, and document facilitation. For example, we may share your information with service providers for regulatory background checks or with custodians and clearing firms to execute transactions. Business transactions: In the event of a corporate sale, merger, reorganization, dissolution, or similar event, Personal Information may be transferred as part of the business assets. Affiliates and subsidiaries: We may share your data with our subsidiaries when necessary to provide the services you have requested. Legal and regulatory disclosures: We may disclose your Personal Information as required by applicable laws and regulations to government agencies, law enforcement, self-regulatory organizations, credit bureaus, or collection agencies, or to protect our legal rights. Regardless of these circumstances, all Personal Information is handled in accordance with relevant local laws, including but not limited to the General Data Protection Regulation (GDPR), where applicable. Reviewing, Updating, or Correcting Your Information You play a vital role in helping us maintain the accuracy and completeness of your Personal Information. We encourage you to review your information regularly and notify us of any changes or inaccuracies. If you wish to review or correct your Personal Information, or if you have questions regarding your data or this Privacy Policy, please contact us at: 📧 privacy@RaisonBerg.com
Third-Party Websites and Services
If you choose to engage with a product or service provided by another company, the Personal Information you share with that entity will be governed by its own privacy policy, not RaisonBerg’s. Except as expressly stated in this Policy, RaisonBerg is not responsible for the privacy practices, content, or security of any third-party websites or services (each a “Third Party Service”) linked from our platform. When you access a Third Party Service via a hyperlink on the RaisonBerg Sites, you may be asked to submit personal data to that third party. Please carefully review their privacy policies, as their data practices may differ from ours.
Privacy and the Internet
If you access RaisonBerg Sites or services through the internet, the following information may be relevant: Secure Infrastructure: RaisonBerg Sites operate on infrastructure designed with multiple layers of protection. We utilize industry-standard encryption technologies to safeguard your data. User Responsibility: Security is a shared responsibility. You are accountable for maintaining the confidentiality of your login credentials. Do not share your username or password with others. If you suspect misuse or unauthorized access, discontinue use immediately and contact us. Cookies: Cookies are small text files placed on your browser to enhance navigation, remember login information, and improve your user experience. Cookies are also used for authentication and performance tracking. You may configure your browser to notify you about or block cookies; however, doing so may impair site functionality or prevent access to secure areas of the RaisonBerg Sites.
Web Analytics and Tracking:
We may collect web usage data—such as pages visited, frequency of access, and service preferences—using tools like cookies, web beacons, and page tags. This data may be used internally or by authorized third-party service providers to: Administer and improve the Sites Analyze site usage and performance Personalize your experience Recommend relevant services or products Comply with legal or regulatory requirements
Social Media Features:
RaisonBerg Sites may include interactive elements like social media buttons (e.g., the Facebook "Like" button), widgets, or mini-programs. These features may collect data such as your IP address and the pages you visit, and may use cookies to function properly. Such tools may be hosted by third parties or directly by RaisonBerg. Your interactions with these features are governed by the privacy policies of the respective providers. Reviewing, Updating, or Correcting Your Information You play a vital role in helping us maintain the accuracy and completeness of your Personal Information. We encourage you to review your information regularly and notify us of any changes or inaccuracies. If you wish to review or correct your Personal Information, or if you have questions regarding your data or this Privacy Policy, please contact us at: 📧 privacy@RaisonBerg.com
Third-Party Websites and Services
If you choose to engage with a product or service provided by another company, the Personal Information you share with that entity will be governed by its own privacy policy, not RaisonBerg’s. Except as expressly stated in this Policy, RaisonBerg is not responsible for the privacy practices, content, or security of any third-party websites or services (each a “Third Party Service”) linked from our platform. When you access a Third Party Service via a hyperlink on the RaisonBerg Sites, you may be asked to submit personal data to that third party. Please carefully review their privacy policies, as their data practices may differ from ours.
Privacy and the Internet
If you access RaisonBerg Sites or services through the internet, the following information may be relevant: Secure Infrastructure: RaisonBerg Sites operate on infrastructure designed with multiple layers of protection. We utilize industry-standard encryption technologies to safeguard your data. User Responsibility: Security is a shared responsibility. You are accountable for maintaining the confidentiality of your login credentials. Do not share your username or password with others. If you suspect misuse or unauthorized access, discontinue use immediately and contact us. Cookies: Cookies are small text files placed on your browser to enhance navigation, remember login information, and improve your user experience. Cookies are also used for authentication and performance tracking. You may configure your browser to notify you about or block cookies; however, doing so may impair site functionality or prevent access to secure areas of the RaisonBerg Sites.
Web Analytics and Tracking:
We may collect web usage data—such as pages visited, frequency of access, and service preferences—using tools like cookies, web beacons, and page tags. This data may be used internally or by authorized third-party service providers to: Administer and improve the Sites Analyze site usage and performance Personalize your experience Recommend relevant services or products Comply with legal or regulatory requirements
Social Media Features:
RaisonBerg Sites may include interactive elements like social media buttons (e.g., the Facebook "Like" button), widgets, or mini-programs. These features may collect data such as your IP address and the pages you visit, and may use cookies to function properly. Such tools may be hosted by third parties or directly by RaisonBerg. Your interactions with these features are governed by the privacy policies of the respective providers. What Legal Bases Do We Rely On to Process Your Information? If you are located in the European Union (EU) or the United Kingdom (UK), this section applies to you. RaisonBerg relies on the following legal bases under applicable data protection laws to process your Personal Information:
Consent
We may process your Personal Information where you have provided explicit consent for a specific purpose. You have the right to withdraw your consent at any time, without affecting the lawfulness of processing based on consent before its withdrawal.
Performance of a Contract
Processing may be necessary to fulfill our contractual obligations to you or to take steps at your request prior to entering into a contract. This includes providing services, managing your account, and responding to related inquiries.
Legitimate Interests
We may process your Personal Information where it is necessary to pursue our legitimate business interests, provided these interests are not overridden by your rights and freedoms. Examples include: Communicating with you about our products and services Analyzing usage patterns to improve our offerings and user experience Supporting our marketing and promotional efforts Detecting and preventing fraudulent activity Troubleshooting and diagnosing technical issues
Legal obligations
In certain cases, we may be required to process your Personal Information to comply with legal and regulatory obligations, such as: Responding to requests from law enforcement or regulatory bodies Fulfilling record-keeping requirements Exercising or defending legal claims
Vital Interests
We may process your information when it is necessary to protect your vital interests or those of another individual. This includes situations involving potential or actual threats to life, health, or safety. Additional Collection and Use of Personal Information We may collect additional categories of Personal Information outside those previously outlined when you interact with us in person, online, by phone, or via mail. These interactions may include: Requesting assistance through our support channels Participating in customer surveys Receiving services or submitting inquiries related to our offerings Disclosure of Personal Information in the Past 12 Months RaisonBerg has not sold any Personal Information to third parties for a business or commercial purpose in the preceding twelve (12) months. However, we have disclosed the following categories of Personal Information to third parties for a business or commercial purpose during that time: Category A – Identifiers: such as your real name, alias, postal address, phone number, email address, IP address, and account username. Category B – California Customer Records Information: including name, contact details, education, employment, and financial data. Category C – Protected Classification Characteristics: including gender or date of birth. Category D – Financial Information: including net worth, investment details, tax documents, and accreditation status. Category F – Internet or Other Electronic Activity: such as browsing and search history, interaction data, and online behavior. Category G – Geolocation Data: including device-based location information. Category I – Professional or Employment Information: such as job title, employer, and work history. Your Rights Regarding Personal Information Under applicable laws, including the California Consumer Privacy Act (CCPA/CPRA), you have the following rights:
Right to Request Deletion
You may request the deletion of your Personal Information, subject to certain legal exceptions. We will honor your request unless retention is required by law, regulation, or to protect against fraud and unlawful activities. Right to Know You may request to know the following information: Whether we collect and use your Personal Information The categories of Personal Information we collect and their sources The purposes for which we use the data Whether and to whom we disclose or sell your information The specific categories of third parties involved The business or commercial purpose behind such disclosures We are not required to provide information that has been de-identified or to re-identify data to respond to your request.
Right to Non-Discrimination
You will not receive discriminatory treatment for exercising your privacy rights.
Verification Process
To safeguard your data, we must verify your identity before processing your request. This may involve: Matching provided data with our records Contacting you via a previously verified method (e.g., phone or email) Requesting additional details only when necessary for verification or fraud prevention All Personal Information collected for verification purposes will be used solely for that purpose.
Other Privacy Rights
You may also: Object to the processing of your Personal Information Request corrections to inaccurate or outdated information Restrict processing of your Personal Information Appoint an authorized agent to act on your behalf (we require valid authorization documentation) Opt out of the sale of your Personal Information; we will act on such requests within fifteen (15) days of receipt To exercise any of these rights, or to submit a complaint, please contact us at: privacy@RaisonBerg.com
Do Not Track Signals
At this time, the RaisonBerg Sites do not respond to web browser “Do Not Track” (DNT) signals. DNT is a privacy preference that users can set in their web browsers to indicate that they do not wish to be tracked across websites. As no uniform technology standard for recognizing and responding to DNT signals has been finalized, we do not currently process or respond to such signals. If this changes in the future, we will update this Privacy Policy accordingly. Minors Our services are not directed to individuals under the age of 18, and we do not knowingly collect Personal Information from children under 18 years of age. By using the RaisonBerg Sites, you affirm that you are at least 18 years old. If we become aware that we have collected Personal Information from a user under the age of 18, we will take reasonable steps to delete such information from our records. If you believe that we may have collected information from a minor, please contact us at privacy@RaisonBerg.com.
Third Party Data Collection
We may permit certain third parties, including but not limited to Google Analytics, to collect and analyze data about the usage of the RaisonBerg Sites. These third parties may use technologies such as cookies, web beacons, and similar tools to collect information about your interaction with our Sites and other online services. This information may include details about your browser, device, browsing behavior, and other usage patterns. These third parties process this data in accordance with their own privacy policies. We encourage you to review those policies to understand how your information may be used.
Contact Us
If you have any questions, concerns, or comments about this Privacy Policy or our privacy practices, please contact us at: Email: privacy@RaisonBerg.com