Privacy Policy
Effective Date: September 3, 2025
Dares Investment Group (“we”, “us”, “our”) is dedicated to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website at daresinvestmentgroup.com (the “Site”) or interact with us in other ways.
1. Information We Collect
We may collect information in the following categories:
Identity & Contact Data: name, email address, phone number, postal address.
Financial Data: investment preferences, portfolio details, client financial information (for onboarding and service delivery).
Technical & Usage Data: IP address, browser type, operating system, pages visited—collected via cookies and similar tools.
Other Data: any other personal information you voluntarily submit (e.g., via contact forms, event registrations, consultations).
2. How We Use Your Information
We use your personal data to:
Deliver Services: Respond to inquiries, provide investment consulting, and support client relationships.
Manage Our Operations: Administer the Site, handle billing, detect fraud, and improve usability.
Ensure Compliance: Meet legal, regulatory, and contractual obligations.
Communicate with You: Send updates, newsletters, and client advisories—but only with your consent where required.
3. Legal Basis for Processing
Consistent with U.S. privacy standards and the GLBA, we process data based on:
Contractual Necessity: To perform services you've requested.
Legal Obligations: To comply with laws or regulations.
Legitimate Interests: To manage our operations and enhance client experience—so long as your rights aren't overridden.
Consent-Based Processing: For optional marketing or non-essential communications.
4. How We Share Your Data
Your information may be shared in these circumstances:
Service Providers: Third parties involved in hosting, analytics, email, or technical support, under strict confidentiality arrangements.
Professional Advisors: Auditors, attorneys, and consultants, as necessary for service delivery or legal compliance.
Business Transactions: In the case of acquisitions, mergers, or asset transfers—and only under obligations to maintain confidentiality.
As Required by Law: To comply with subpoenas, legal investigations, or to protect rights and safety.
We do not sell your personal information for marketing purposes.
5. Cookies & Tracking Technologies
We use cookies and similar tools to collect technical and usage data. You can configure your browser to disable cookies, but this may impact your ability to fully access our Site.
6. Data Security
We implement appropriate administrative, technical, and physical safeguards to protect your personal data from unauthorized access or disclosure. Our staff and third-party partners are bound by confidentiality agreements and limited-access policies.
7. Data Retention
Your personal data will be retained only as long as necessary to fulfill the purposes described—such as delivering services, meeting legal requirements, or completing business operations. Once no longer needed, we may securely delete or anonymize your data.
8. Your Rights
Depending on jurisdiction, you may have rights to:
Access, correct, or delete your personal data.
Restrict or object to our processing under certain conditions.
Withdraw consent for optional communications.
To exercise these rights, please contact us at:
Email: [email protected]
We may require verification of your identity to process your request.
9. Children & Minors
Our Site is not intended for use by individuals under the age of 13. We do not knowingly collect personal information from minors.
10. Changes to This Policy
We may update this policy occasionally. The latest version will be posted here with an updated effective date. We encourage you to review it periodically.
11. Contact Us
For any questions or concerns regarding our privacy practices:
Email: [email protected]