Privacy and Security Policy

Introduction

5D Partners ("we," "our," or "us") is committed to protecting your privacy and safeguarding your personal information. This Privacy and Security Policy outlines how we collect, use, disclose, and secure your information when you visit our website (https://www.5d.partners/) or interact with our services. By accessing our website, you agree to the practices described in this policy.

1. Information We Collect

We collect the following types of information:

  • Personal Information: Includes your name, email address, phone number, mailing address, and other identifiers when you voluntarily provide them to us.

  • Non-Personal Information: Includes technical data such as your IP address, browser type, operating system, and other information collected through cookies and similar technologies.

  • Nonpublic Personal Information: Includes information we receive from you on applications, information about your transactions with us or others, and information from consumer reporting agencies.

2. Why We Collect Information

We collect and use personal information only for business purposes, including:

  • Evaluating and processing requests for services.

  • Authenticating and executing requested transactions.

  • Servicing investment management needs and other financial services.

  • Informing you of products or services that may be of interest.

3. How We Use Your Information

We use the information we collect to:

  • Provide, operate, and improve our services.

  • Respond to your inquiries and requests.

  • Communicate updates, promotions, or other information related to our services.

  • Ensure compliance with applicable laws and regulations.

  • Enhance the security of our website and protect against unauthorized access or misuse.

4. How Do We Share Your Information?

We share your personal information:

  • To complete client-directed transactions.

  • With contractors, vendors, and third parties supporting our business.

  • As required by law or to protect against fraud and other illegal activities.

5. SMS Consent and Phone Numbers

We do not share phone numbers collected for SMS consent with third parties or affiliates for marketing purposes. Your phone number and SMS consent are used solely for the purpose of sending you text messages as agreed upon.

Opt-In Language for SMS Communications

When collecting phone numbers on our website, you will see the following opt-in language:

"By checking this box, I agree to receive SMS communication from 5D Partners according to our privacy policy."

This checkbox must be unchecked by default and is required to be checked by the user to give their consent for SMS communications.

6. How We Protect Information

We treat all information with the highest level of confidentiality. Measures include:

  • Staff Access Control: Access to information is restricted to personnel with a valid business need.

  • Technological Safeguards: Use of industry-approved security technologies such as firewalls, encryption, and passwords to protect against tampering.

  • Procedural Safeguards: Maintenance of physical, electronic, and procedural safeguards in compliance with applicable laws.

7. Can You Limit Our Sharing?

Federal law gives you the right to limit sharing for:

  • Affiliates' everyday business purposes.

  • Affiliates' marketing to you.

  • Non-affiliates' marketing to you.

State laws and individual companies may provide additional rights to limit sharing.

8. Online Security Statement

5D Partners prioritizes the security of member information and employs:

  • Multi-layered security architecture using technologies like encryption and multi-factor authentication.

  • Secure network architecture resistant to hacking attempts.

  • User education on security best practices, including strong password creation, regular updates of anti-virus software, and installation of firewalls.

9. Your Rights and Choices

You have the following rights regarding your personal information:

  • Access and Correction: Request access to or correction of your personal information.

  • Data Deletion: Request the deletion of your personal information, subject to legal or contractual obligations.

  • Opt-Out: Opt-out of receiving marketing communications by following the unsubscribe instructions in our emails or contacting us directly.

10. GDPR Privacy Notice for EEA Residents

For residents of the European Economic Area (EEA), 5D Partners complies with the General Data Protection Regulation (GDPR). Under GDPR, you have rights including:

  • Right to Access: Obtain access to your personal data.

  • Right to Rectification: Correct inaccurate or incomplete personal data.

  • Right to Erasure: Request data deletion, subject to legal and regulatory requirements.

  • Right to Restrict Processing: Limit how your data is processed in specific cases.

  • Right to Data Portability: Receive your personal data in a machine-readable format.

11. CCPA Privacy Notice for California Residents

If you are a California resident, you may have rights under the California Consumer Privacy Act (CCPA), including:

  • Knowing the personal information collected about you and how it is used and shared.

  • Requesting the deletion of your personal information, with some exceptions.

  • Opting out of the sale of your personal information (note: we do not sell personal information).

To exercise your rights, contact us at 212-852-0295 or email us at contact@5d.partners.

12. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party websites you visit.

13. Changes to This Policy

We reserve the right to update this Privacy and Security Policy at any time. Changes will be posted on this page with a revised effective date. We encourage you to review this policy periodically to stay informed about how we protect your information.

14. Contact Information

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

5D Partners Investment Bank
Address: 535 5th Avenue, 4th Fl, New York, NY 10017
Email: contact@5d.partners
Phone: 212-852-0295

Thank you for trusting 5D Partners. Your privacy and security are our top priorities.