FundFormer Privacy Policy

Effective January 2021

FundFormer has created the following Privacy Policy to let you know what information we collect when you visit our site, why we collect it, and how it is used. The terms “you”and “your” refer to the customer and other authorized users utilizing our site. The terms“we” and “our” refer to Fund Former, Inc., a Delaware corporation (“FundFormer”). The terms “site,” “product,” and “service” refer to the website and services provided byFundFormer. This Privacy Policy does not apply to the privacy, information or other practices of any third party, including any third party service providers and business partners.

1. Information We Collect

Information you provide to us. When registering for or using the FundFormer service, we collect personal information from you. For example, when you create a FundFormer account, we ask for your name, email address and password. We may also collect information such as your phone number, mailing address, date of birth, bank account details, identification card numbers, social security number and other personally identifiable information and documents when you complete a profile form, application, questionnaire or similar documents.

Information we collect and process on behalf of you. The use of information collected through our service shall be limited to the purpose for which you have engaged FundFormer. When you use our services, we process and store certain information on your behalf as a data processor. For example, when a user uploads a document for review, we act as a data processor and process information on the customer’s behalf and in accordance with the customer’s instructions. In this situation, the customer is the data controller and is responsible for most aspects of the processing of the information. FundFormer acknowledges that you have the right to access your personal information. FundFormer has no direct relationship with the individuals whose personal data it processes. An individual who seeks access, or who seeks to correct, amend, or delete data should direct their questions to FundFormer’s customers (the data controller). If requested to remove data, FundFormer will respond within a reasonable timeframe.

Cookies. Cookies are small text files stored by your browser on your computer when you visit our site. We use cookies to improve our site and make it easier to use. Cookies permit us to recognize users and avoid repetitive requests for the same information.Cookies from our site cannot be read by other sites. Most browsers accept cookies unless you change your browser settings to refuse them. FundFormer uses cookies or similar technologies to analyze trends, administer the website, and track user movements around the website.

2. How We Use Your Information

FundFormer may use the information we collect through our products for a number of reasons, including to:

• Provide, operate, optimize, and maintain our products and services;

• Allow you to send and receive messages to and from other individuals, and to send and receive such messages on your behalf;

• Set your account and give you proper access to resources;

• Send you records of your use of the service;

• Understand how you use our products and customize your experience;

• Provide customer support;

• Process transactions;

• Administer our products;

• Respond to enquiries and requests;

• Fix issues or problems with our products or services;

• Prevent abuse of the products and services we offer; and

• Carry out other legitimate business purposes, such as to improve our products and services, as well as other lawful purposes about which we will notify our users and customers.

FundFormer does not sell personal information obtained about you for the purpose of marketing products or services to you. FundFormer may also combine the information we collect through aggregation and other means to limit the identification of any particular individual to help with our business goals (such as research and marketing).

3. How We May Share Your Information

We may use your personally identifiable information as described below:

Vendors, service providers and other third parties. We may share your information with third parties that we use to provide and support our services. We will not sell your user information to any third parties. These third parties may provide services such as authentication, customer support, or data storage. We enter into legally binding agreements with these third party service providers that protect your personal information and are not permitted to use your information for their own purposes. We may also share your personal information to identify you to anyone to whom you send messages, including messages that are sent on your behalf.

Compliance with law, safety, security, business transactions. We may also disclose your information to third parties: (a) where required by law or regulatory requirement, court order or other judicial authorization, (b) in response to lawful requests by public authorities, including for the purposes of meeting national security and law enforcement requirements, (c) in connection with the sale, transfer, merger, bankruptcy, restructuring, or other reorganization of a business, (d) to protect or defend our rights, interests, or property, or that of third parties, (e) to investigate any wrongdoing in connection with our products and services, and (f) to protect the vital interests of an individual.

4. Retention of Information

We will retain your personal information for the period necessary to fulfill the purposes outlined in this Privacy Policy unless a longer retention period is required or permitted by law, for legal, tax, or regulatory reasons, or other lawful purposes.

When we have no ongoing legitimate business need to process your personal information, we will either delete or anonymize it, or if this is not possible (for example, because your personal information has been stored in backup archives), then we will securely store your personal information and isolate it from any further processing until deletion is possible.

5. How We Protect Your Information

The security of your personal information is important to us. We follow generally accepted standards to protect the personal information submitted to us, both during transmission and once it is received. All FundFormer employees and contractors are subject to confidentiality agreements that include protection for user confidential information. If you have any questions about the security of your personal information, you can contact FundFormer using the contact details below.

6. Your Choices About Your Information

Upon written request, FundFormer will provide you with information about whether we hold any of your personal information. You may access, correct, or request deletion of your personal information by logging into your account, or by contacting FundFormer using the contact details below. We will respond to your request within a reasonable timeframe.

7. Use Of This Site By Minors

This site and our services are not intended for or directed to persons under the age of 18. We do not knowingly collect or ask for information from minors. We do not knowingly allow minors to use our services. Any person who provides their information to FundFormer through the account login page, signup page, or any other part of FundFormer represents to FundFormer that they are 18 years of age or older. We will delete any information we discover is collected from a minor. Please contactFundFormer using the contact details below if you believe we might have information about a minor.

8. Users From Outside Of The United States

By using the FundFormer services, you acknowledge and agree that: (i) your information will be processed as described in this Privacy Policy; and (ii) you consent to have your information transferred to FundFormer and our facilities in the United States or elsewhere, including those of third parties as described in this Privacy Policy.

If you are based in the European Economic Area or Switzerland, you acknowledge and agree that FundFormer may transfer your information (including personal information) to us and our facilities in the United States or elsewhere, including those of third parties as described in this Privacy Policy.

9. Changes To This Policy

If we change our privacy policies and procedures materially, we will post those changes to keep you aware of what information we collect, how we use it, and under what circumstances we may disclose it. Changes to this Privacy Policy are effective when they are posted on this page. When we change the policy in a material manner we will update the effective date at the top of this page, and we may also notify you of the change via email or other prominent notice on this site or the service.

10. How To Contact Us

For questions or concerns regarding the collection, use, or disclosure of your information, you can contact us by sending an email to contact@fundformer.com.