Privacy Policy

BY VISITING PHILANTHROINVESTORS.COM AND/OR IVANANZ.COM, YOU ARE CONSENTING TO OUR PRIVACY POLICY.

The following information constitutes our privacy notice. In this document, “we,” “our,” or “us” refer to PhilanthroInvestors®.

Our registered office is at 404 Coco Beach Blvd E301, Rio Grande 00745, Puerto Rico. You can contact us by email at [email protected]

Introduction

This is a notice to inform you of our policy about all information that we record about you. It sets out the conditions under which we may process any information that we collect from you, or that you provide to us. It covers information that could identify you (“personal information”) and information that could not. In the context of the law and this notice, “process” means collect, store, transfer, use, or otherwise act on information.

We take the protection of your privacy and confidentiality seriously. We understand that you are entitled to know that your personal data will not be used for any purpose unintended by you and will not accidentally fall into the hands of a third party.

We undertake to preserve the confidentiality of all information you provide to us and hope that you reciprocate.

Our policy complies with applicable law, including that required by the EU General Data Protection Regulation (GDPR).

The law requires us to tell you about your rights and our obligations to you in regard to the processing and control of your personal data. We do this now by requesting that you read the information provided at www.knowyourprivacyrights.org

Except as set out below, we do not share, sell, or disclose to a third party any information collected through our website or otherwise.

Personal information we may process

We aim to process data, whether personal data or not, only to the extent necessary for us to provide our clients with our services and for other agreed purposes.

Often, we may aggregate information in a general way and use it to provide class information. If we use it for this purpose, you as an individual will not be personally identifiable.

Personal information that we may process may include the following:

Client information

If you are a client, personal information may include your identity and contact information, information about your family members, and financial information.

We may also process information deemed to be “special category” information, such as your race or ethnic origin, and information about criminal records.

In most cases, your personal data will have been provided to us by you. However, with your consent, or if it is necessary in order to provide you with our services, we may have obtained your personal data from a third-party source.

We may collect information about you from a variety of sources. This includes information we collect directly from you; information we collect when you visit our sites, view our online content or use our mobile applications or other services; and information we collect about you from other sources.

Information we collect directly from you

We collect information directly from you when you choose to call or email us, participate in our offers, register on our websites or in our mobile applications, or otherwise
provide information directly to us. The following are examples of information we may collect directly from you:

- Name

- Email address

- Postal address

- Telephone and/or mobile number

- Payment information (such as a debit card) and bank account details

- Future communication preferences

- Telephone number and recordings when you call our office

Information we collect when you visit our sites, view our online ads or promotions, or use our mobile applications or other services

We use cookies and other technologies to collect information when you visit our sites, view our online advertisements or promotions, or use our mobile applications or other services. The following are examples of information we may collect with these technologies:

- Information about your device browser and operating system

- IP address

- Web pages you view

- Links you click

- Company’s emails you open

Information we collect from other sources

We may obtain information about you from other sources, including publicly available sources, such as the Land Registry, social media platforms, or referral agents. Examples of information we may collect from other sources are:

- Name

- Postal address

- Email address

- Date of birth

- Publicly observed activities or information made available by you to the public, such as blogs, videos, internet postings, and user-generated content

How we use this information

We use the information we collect to provide you with products, offers, and services, to deliver advertisements, offers, or other content tailored to your interests, and to conduct other business operations. The following are examples of how we may use the information we collect:

- Answer your questions or respond to your requests

- Develop new products and services

- Enroll you in contests, programs, or offers that you request

- Protect against or identify possible fraudulent transactions

- Send you email and/or postal messages with information about the Company and other content we think may be of interest to you

- Telephone you about special offers and other content we think may be of interest to you

- Develop and provide marketing tailored to your interests, including interest-based marketing

- Personalize your experience on our websites by presenting products and information tailored to you

- Analyze the use of, and develop, our products, services, and marketing

- Enforce our Terms and Conditions and otherwise manage our business

The Company will only process your information in pursuance of our legitimate interest if we receive any requests related to, for example, a product or service, a call-back, or specific marketing materials; we will use your personal information to fulfill your request. Where we need to manage your account and protect you against or identify possible fraudulent transactions, we will do so in accordance with our legal obligation placed on us under law. We will seek consent from you if we need to process your data for solely identified purposes. To ensure meaningful consent is obtained from you, we will provide you with reasonable notice ensuring that your consent is provided on an informed basis.

Related third party information

We may process your personal data if you have a personal or business connection with any of our clients or suppliers. For example, you may be a family member, business partner, other adviser, supplier, or transaction counterparty.

The data we process may include contact information, information about your business activities, and financial information such as that relating to income and expenses.

We may be given your personal data by our clients or suppliers, or by third parties acting on the instructions of a client or a supplier.

Specific Uses of Information You Provide to Us

Communicating with you

When you contact us, whether by telephone, through our website, or by email, we collect the data you have given to us in order to reply with the information you need.

We record your request and our reply in order to increase the efficiency of our business. We keep personally identifiable information associated with your message, such as your name and email address, to be able to track our communications with you to provide a high-quality service.

Dealing with complaints

When we receive a complaint, we record all the information you have given to us.

We use that information to resolve your complaint.

If your complaint reasonably requires us to contact some other person, we may decide to give that other person some of the information contained in your complaint. We do this as infrequently as possible, but it is a matter for our sole discretion as to whether we give information, and if we do, what that information is.

If the complaint relates to information on our website and we feel it is justified or if we believe the law requires us to do so, we shall remove the content while we investigate. If we think your complaint is vexatious or without any basis, we shall not correspond with you about it.

We may compile statistics from information relating to complaints to assess the level of service we provide, but not in a way that could identify you or any other person.

Cookies

Cookies are small text files that are placed on your computer’s hard drive by your web browser when you visit any website. They allow information gathered on one web page to be stored until it is needed for use on another, allowing a website to provide you with a personalized experience, and the website owner with statistics about the actions you have taken.

Some cookies may last for a defined period, such as one day or until you close your browser. Others last indefinitely.

Your web browser should allow you to delete any cookies you choose. It should also allow you to prevent or limit their use.

Our website uses cookies. They are placed by software that operates on our servers and by software operated by third parties whose services we use.

If you choose not to use cookies or you prevent their use through your browser settings, you will not be able to use all the functionality of our website. We use cookies in

the following ways:

- To track how you use our website

- To record whether you have seen specific messages we display on our website

- To provide a consistent personalized experience across our site

- To record your answers to surveys and questionnaires on our site while you complete them

- To record the conversation thread during a live chat with our support team

Personal identifiers from your browsing activity

Requests by your web browser to our servers for web pages and other content on our website are recorded.

We record information that could identify your location, such as your IP address. We also record information reported by the software you are using to browse our website,
such as the type of computer or device and the screen resolution.

We use this information in aggregate to assess the popularity of the webpages on our website and how we perform in providing content to you