Privacy Policy
Last updated: June 8, 2026
1. Information We Collect
We collect information you provide during onboarding and ongoing use of the platform, including your name, contact details, accreditation and identity verification information, investment entity details, and documents you upload. We also collect technical data such as log and device information when you access the platform.
2. How We Use Information
We use your information to operate and secure the platform, verify eligibility, deliver documents and communications from sponsors, process and display distribution and tax information, and comply with legal and regulatory obligations.
3. How We Share Information
We share your information with the sponsors and issuers of offerings in which you participate, with service providers acting on our behalf, and as required by law. We do not sell your personal information.
4. Data Security
We employ administrative, technical, and physical safeguards designed to protect your information. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
5. Data Retention
We retain your information for as long as your account is active and as needed to provide the platform, and thereafter as required to comply with legal, tax, and regulatory obligations.
6. Your Choices
You may review and update certain profile information within the platform. Requests to access, correct, or delete personal information may be subject to legal and contractual retention requirements applicable to investment records.
7. Changes to This Policy
We may update this Privacy Policy from time to time. Material changes will be communicated through the platform. Your continued use after changes become effective constitutes acceptance of the revised policy.
8. Contact
Questions about this Privacy Policy may be directed to your MeridianVest relationship manager or to privacy@meridianvest.com.