Privacy Policy
PLEASE READ THIS PRIVACY POLICY CAREFULLY. BY ACCESSING AND USING THIS WEBSITE OR MOBILE APPLICATION, AS APPLICABLE, YOU AGREE TO BE BOUND BY THIS PRIVACY POLICY IN ITS ENTIRETY. IF YOU DO NOT AGREE WITH THE TERMS OF THIS PRIVACY POLICY, PLEASE DO NOT USE OUR SITE(S).
Each of our website supervest.com, our mobile application and any related URLs (each and collectively, as appropriate, the “Site”) is brought to you by Supervest Inc. (“Supervest,” “we,” “us,” or “our”). This Privacy Policy provides information about our policies and procedures regarding the collection, use, and disclosure of personal information received through the Site from visitors and registered users of the Site (the “Privacy Policy”). This Privacy Policy is incorporated into, and is part of, our Terms of Use which govern your access to the Site and/or your use of the Site and of the Content (as defined in the Terms of Use) and the services made available on or through the Site (collectively, the “Services”). Unless otherwise defined herein, capitalized terms shall have the meaning assigned to such terms in the Terms of Use. If you have comments, suggestions, questions, or concerns about our Privacy Policy, please contact us at support@supervest.com.
What information is collected on the site
your name, your email address and your phone number. You may also voluntarily provide to us information about your investment profile, such as, income level, return expectations, net worth, investment experience, desired investment term, areas of investment interest. If you contact us by email, we may keep a record of your contact information and correspondence, and may use your email address, and any information that you provide to us in your message, to respond to you.B. Financial Data. Registered Users who use our Services to make an investment in our offerings will be asked to provide certain financial data, such as your bank account number and bank routing number. This information is required to enable us or our banking partners, Old National Bank or an FDIC bank of our choosing, to utilize your bank account to originate funds transfers and make subsequent investment disbursements to you. For purposes of satisfying “Know Your Customer” requirements, we ask for your address and use the Google Maps API for that purpose (see the Google Privacy Policy for more information on how that data may be used). If you choose to use our referral service to invite a friend to the Service, we will ask you for that person’s email address or import your existing contacts, and automatically send an email invitation. Supervest stores this information to send this email, to register your friend if your invitation is accepted and to track the success of our invitation service.C. Information We Collect About Your Interaction with the Site. We collect additional information about your interaction with the Site without identifying you as an individual (“Anonymous Information”), by using cookies on our Site. For example, we receive certain standard information that your browser sends to every website you visit, such as your IP address, browser type and language, access times and referring website addresses. We may use Anonymous Information for any purpose at our discretion. For clarity, Anonymous Information means information that is not associated with or linked to your personal information and does not permit the identification of individual persons.
How information collected on the site is used and shared
(i) to operate the Site and provide the Services; (ii) to respond to your requests and inquiries; (iii) to contact you and to communicate with you about your use of the Services and your Registered User account; (iv) to notify you about important changes to our Services, such as updates or revisions to this Privacy Policy or our Terms of Use, security announcements or other similar messages; (v) to review Site usage and operations and to improve the content and functionality of the Site and our Services; (vi) to provide you with information and materials about our products and services; (vii) to address problems with the Services; (viii) to protect the security or integrity of our Services, our Registered Users and our business, (ix) to communicate with you regarding any investments which you have made in products offered on the Site; and/or (x) to tailor the Site to our clients’ needs. (i) as required by law or regulation or as we believe in good faith that disclosure of such personal information is reasonably necessary to. (1) satisfy any applicable law or regulation, (2) to respond to claims and/or to comply with a judicial proceeding, court order, or legal process served on us, (3) to protect and defend our rights or property, and/or the rights or property of our Registered Users, or third parties, as permitted by law, (4) to detect, prevent, or otherwise address fraud, security or technical issues; or (5) to enforce our Terms of Use; (ii) with Old National Bank as is necessary for them to conduct certain compliance services related to “Know Your Customer” regulations and anti-money laundering and sanctions laws (your personal information will be subject to the Old National Bank Privacy Policy); (iii) with our service providers that provide certain services to maintain and operate the Services and certain features on the Services and to conduct certain compliance services related to “Know Your Customer” and compliance with anti-money laundering and sanctions laws (e.g., we may use third parties to host the Site or operate various features available on the Site, sending and managing email, analyzing data, and providing search results) and those service providers will be permitted to obtain only the Information they need to deliver the service; and/or (iv) to any third party service provider or service that is integrated on the Site, in the form of aggregated information or blind data about users of our Services or the Site, which may be collected by us or by the third party, and which will not include disclosure of any personally identifiable information about you or other users of the Services or the Site. As with any other business, it is possible that in the future we could merge with or be acquired by another company. If such an acquisition occurs, the successor company would have access to the Information, but would continue to be bound by this Privacy Policy unless and until it is amended.
Accessing, changing or removing personal information
If you are a Registered User, we urge you to review your personal information regularly to ensure that it is correct and complete. We provide an easy way via your online account profile for you to access, correct, update or remove personal information that has previously been provided to us. You can review your personal information and make any necessary changes at any time, by logging in to your Registered User account. If you are unable to edit your personal information by logging into your Registered User account, please contact us for assistance at support@supervest.com.
Opting out
We may also use your contact information to send you marketing and promotional messages. If you do not want to receive such messages, you may opt out by following the instructions in the message. Please understand that if you choose not to receive promotional correspondence from us, we may still contact you in connection with your relationship, activities, transactions and communications with us. If you need assistance opting out, please contact us at support@supervest.com.
Security of your personal information
We have implemented reasonable technical and organizational measures designed to deter unauthorized access to and use, destruction of, modification of, or disclosure of personally identifiable information we collect via the Site. Regardless of the precautions taken by us or by you, no data transmitted over the Internet or any other public network can be guaranteed to be 100% secure. We cannot ensure or warrant the security of any information you transmit to us and you provide all personally identifiable information via the Site at your own risk. You are responsible for maintaining the security of your Registered User profile information, including your password and for any and all activities that occur under your account. Do not share this information with anyone. We will never ask you to send your password or other sensitive information to us in an email, though we may ask you to enter this type of information on the Site. If you are sharing a computer with anyone you should always log out before leaving a site or service to protect access to your personally identifiable information from subsequent users.
Notice to users in the event of a security breach
If a Registered User’s personal information is compromised as the result of a breach of security, we will use commercially reasonable efforts to attempt to notify affected Users directly, or via the Site, of the breach if we determine that the information is sensitive, in accordance with this Privacy Policy and the Terms of Use, or as otherwise required by applicable law.
Cookies and log data
A. Tracking Technologies. Unique identifiers such as cookies (which are small text files stored locally on your computer that help store user preferences and may be html files, Flash files, or other technology), web beacons or clear gifs (which are small pieces of code placed on websites used to collect advertising metrics, such as counting page views, promotion views, or advertising responses, tags and scripts or similar technologies (collectively referred to as “Tracking Technologies”) are used by Supervest and our marketing, analytics, or other service providers to understand Site usage, help customize our content, offerings or advertisements on the Site, personalize your experience on the Site (e.g., to recognize you by name when you return to the Site, save your password in password-protected areas, or save your online settings), analyze trends, allow users to move between associated websites without logging into each site, and other purposes related to our management and administration of the Site. In many Internet browsers, you can choose to delete, disable, turn off or reject most Tracking Technologies through the “Internet Options” sub-option of the “Tools” menu option of your browser or otherwise as directed by your browser’s support feature. Additional information on deleting, disabling, rejecting or turning off Tracking Technologies may be available through your browser’s support feature. Please consult the “Help” section of your browser for more information. Please know that certain areas and features of our Site can only be accessed in conjunction with cookies or similar devices and you should be aware that disabling cookies or similar devices might prevent you from accessing some of our content. We do not currently respond to “do not track” signals or other mechanisms that might enable users to opt out of tracking on our Site.B. Log Files. Log data collected on web servers supplies us with aggregate information about the number of visits to different pages on our Site. We use such aggregate information to improve access to our content based on our visitors’ browsers and operating system types to make our content available to as many users as possible. We do not link the “log data” collected to personally identifiable information submitted by users when participating in our activities. This Privacy Policy covers the use of cookies by Supervest and does not cover the use of cookies by any advertisers. Some of our third-party providers (e.g., third-party advertisers) may use cookies on our site. We have no access to or control over these cookies.C. BY USING THE SERVICES, YOU ARE AGREEING TO THIS PRIVACY POLICY AND CONSENTING TO THE USE OF TRACKING TECHNOLOGIES AS SET FORTH IN THIS PRIVACY POLICY.
Links to other sites
Our Site contains links to other websites. The fact that we link to a website is not an endorsement, authorization or representation of our affiliation with that third party. We do not exercise control over third party websites. These other websites may place their own cookies or other files on your computer, collect data or solicit personal information from you. Other sites follow different rules regarding the use or disclosure of the personal information you submit to them. We encourage you to read the privacy policies or statements of the other websites you visit. Please be aware that the terms of our Privacy Policy do not apply to these third party websites.
Children’s privacy
This Site is not intended for, or designed to attract, children under the age of 13 and as such, we do not intentionally gather information from individuals who are under the age of 13. Upon notification that a child under 13 has provided us with personally identifiable information, we will delete the child’s personally identifiable information from our records.
Privacy rights of California residents
Under California law, we must provide California residents with a summary of their privacy rights. California law requires us to inform you, at your request, (a) the categories of personal information we collect and the third parties we share that information with; (b) the names and addresses of such third parties; and (c) examples of the products marketed by such companies. Additionally, the Act requires us to allow you to control who you do not want us to share that information with. To obtain this information, please send us your request by email at support@supervest.com or standard mail to: Supervest Inc. 61 Broadway #1901, New York, NY 10006. When contacting us, please indicate your name, address, email address, and what personal information you do not want us to share. Your request should be labeled “California Customer Choice Notice,” and 30 days should be allowed for a response. There is no charge for controlling how your personal information is shared. If you are a California resident, California law may provide you with additional rights regarding our use of your personal information. To learn more about your California privacy rights, visit the CCPA Privacy Notice.
International visitors
Supervest and its servers are located in the United States and our services are directed towards the United States market, and our Privacy Policy has been prepared to comply with applicable United States law. If you are an international visitor, you should note that by providing your personal information on or through the Site, you are: (i) consenting to the transfer of your personal information from regions outside the United States to the United States which may not have the same data collection and protection laws as the country in which you reside; and (ii) consenting to the use of your personal information in accordance with this Privacy Policy.
Changes to this privacy policy
We reserve the right at any time to make changes to this Privacy Policy simply by posting such changes or updates on the Site and without any other notice to you. If we do this, we will indicate at the top of the page the date the Privacy Policy was last updated. Any such changes or updates will be effective immediately upon posting on the Site. Each time you use the Site, the current version of this Privacy Policy will apply. You understand and agree that your continued use of the Site after we have made any such changes constitutes your acceptance of the most current Privacy Policy, as amended. You can always refuse to accept the changes to our Privacy Policy by terminating your use of the Services.
How to contact us
If you have any questions about our Privacy Policy, please contact us by one of the following options: By email: support@supervest.com By phone: 888-548-3801 By mail: 61 Broadway #1901, New York, NY 10006
SMS Privacy Policy
Effective: 02/25/25
About us
Your privacy is important to us, so we’ve developed this Privacy Policy, which explains how we collect, use, and disclose your personal information. We collect personal information when you use our website(s), mobile apps, and other online and offline products, services and experiences (collectively, the “Services”). Please take a moment to read through this Policy in its entirety.If you have any questions, concerns or complaints regarding this Privacy Policy or how we use your personal information please contact us via e-mail at support@supervest.com.
What personal information we collect and how we collect It?
We collect personal information that you provide directly to us:Contact information. If you sign up to receive our newsletter, emails, or text messages from us, we will collect your name, email address, mailing address, phone number, and any other information needed to contact you about the Services.Payment information. To order products or services through the Services, you will need to provide us with payment information (like your bank account or credit card information). Please note that your financial information is collected and stored by a third party payment processing company. Use and storage of that information is governed by the third party payment processor’s applicable privacy policy.Survey information. You may provide us with other personal information when you fill in a form, respond to our surveys or questionnaires, provide us with feedback, participate in promotions, or use other features of the Services.
How we use your personal information?
We use the personal information we collect for the following reasons:
- To send you our newsletter, or other information or marketing about our Services that you think may be of interest to you.
- To reply to your questions, inquiries, or customer service requests or to send you notices, updates, security alerts, or support and administrative messages.
- To provide you with information about the Services that you request from us or which we feel may interest you.
- To monitor and analyze trends, usage and activities in connection with our Services and to improve the Services.
- To facilitate contests, sweepstakes and promotions, and to process entries and provide prizes and rewards.
- To detect, investigate and prevent fraudulent transactions and other illegal activities on the Services and to protect the rights and property of us and our customers.
- To carry out our obligations arising from any contracts entered into between you and us, including for billing and collection.
How we share your personal information?
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. We may share your personal information in the following ways: With vendors, consultants, and other service providers who process your personal information on our behalf when they provide services to us, for example data analytics, research, marketing and financial services. In connection with, or during negotiations of, any merger, sale of company assets, financing or acquisition of all or a portion of our business by another company.We may be legally required to disclose or share your personal information without your consent in some circumstances, for example to comply with a court order or law enforcement. In such circumstances, we will only disclose your personal data if we have a good-faith belief that such sharing is required under applicable legal obligations.
Your marketing choices
When you sign up for a promotion like a sweepstakes, or subscribe to our newsletter or marketing/promotional messages, we use your personal information to help us decide which products, services and offers may be of interest to you.We will send marketing messages to you if you have asked us to send you information, bought goods or services from us, or if you provided us with your details when you entered a competition or registered for a promotion. If you opt out of receiving marketing messages, we may still send you non-promotional emails. We will ask for your consent before we share your personal information with any third party for their direct marketing purposes.You may unsubscribe from marketing messages through a link we include on messages we send you. You can also ask us to stop sending you marketing messages at any time by contacting us at: support@supervest.com.
Retention of your data and deletion
Your personal information will not be kept longer than is necessary for the specific purpose for which it was collected.When we decide how long we will keep your information we consider the amount, nature, and sensitivity of the personal information, the potential risk of harm from unauthorized use or disclosure, why we need it, and any relevant legal requirements (such as legal retention and destruction periods).The foregoing will, however, not prevent us from retaining any personal information if it is necessary to comply with our legal obligations, in order to file a legal claim or defend ourselves against a legal claim, or for evidential purposes.
International transfers
Your personal information will not be kept longer than is necessary for the specific purpose for which it was collected.
Changes to this privacy policy
From time to time, we have the right to modify this Privacy Policy. We’re likely to update this Privacy Policy in the future and when we make changes. Please come back and check this page from time to time for the latest information on our privacy practices.
Contact us
If you have questions or concerns about the information in this Privacy Policy, our handling of your personal information, or your choices and rights regarding such use, please do not hesitate to contact us at:
Supervest61 Broadway, New York, NY, 10006Support@supervest.com
No communication by Supervest Inc. or any of its affiliates (collectively, “Supervest™“), through this website or any other medium, should be construed or is intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice, except for specific investment advice that may be provided by SV Capital Management, LLC pursuant to a written advisory agreement between such entity and the recipient. Nothing on this website is intended as an offer to extend credit, an offer to purchase or sell securities or a solicitation of any securities transaction.Any financial projections or returns shown on the website are estimated predictions of performance only, are hypothetical, are not based on actual investment results and are not guarantees of future results. Estimated projections do not represent or guarantee the actual results of any transaction, and no representation is made that any transaction will, or is likely to, achieve results or profits similar to those shown. In addition, other financial metrics and calculations shown on the website (including amounts of principal and interest repaid) have not been independently verified or audited and may differ from the actual financial metrics and calculations for any investment, which are contained in the investors’ portfolios. Any investment information contained herein has been secured from sources that Supervest believes are reliable, but we make no representations or warranties as to the accuracy of such information and accept no liability therefore. Private placement investments are NOT bank deposits (and thus NOT insured by the FDIC or by any other federal governmental agency), are NOT guaranteed by Supervest or any other party, and MAY lose value. Neither the Securities and Exchange Commission nor any federal or state securities commission or regulatory authority has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided by or through the website. Investors must be able to afford the loss of their entire investment. Investments in private placements are speculative and involve a high degree of risk and those investors who cannot afford to lose their entire investment should not invest. Additionally, investors may receive illiquid and/or restricted securities that may be subject to holding period requirements and/or liquidity concerns. Investments in private placements are highly illiquid and those investors who cannot hold an investment for the long term (at least 5-7 years) should not invest. Alternative investments should only be part of your overall investment portfolio. Further, the alternative investment portion of your portfolio should include a balanced portfolio of different alternative investments. Articles or information from third-party media outside of this domain may discuss Supervest or relate to information contained herein, but Supervest does not approve and is not responsible for such content. Hyperlinks to third-party sites, or reproduction of third-party articles, do not constitute an approval or endorsement by Supervest of the linked or reproduced content. Investing in securities (the “Securities”) listed on Supervest™ pose risks, including but not limited to credit risk, interest rate risk, and the risk of losing some or all of the money you invest. Before investing you should: (1) conduct your own investigation and analysis; (2) carefully consider the investment and all related charges, expenses, uncertainties and risks, including all uncertainties and risks described in offering materials; and (3) consult with your own investment, tax, financial and legal advisors. Such Securities are only suitable for accredited investors who understand and are willing and able to accept the high risks associated with private investments. Investing in private placements requires long-term commitments, the ability to afford to lose the entire investment, and low liquidity needs. This website provides preliminary and general information about the Securities and is intended for initial reference purposes only. It does not summarize or compile all the applicable information. This website does not constitute an offer to sell or buy any securities. No offer or sale of any Securities will occur without the delivery of confidential offering materials and related documents. This information contained herein is qualified by and subject to more detailed information in the applicable offering materials. Supervest™ is not registered as a broker-dealer. Supervest™ does not make any representation or warranty to any prospective investor regarding the legality of an investment in any Supervest offerings. Our site uses a third party service to match browser cookies to your mailing address. We then use another company to send special offers through the mail on our behalf. Our company never receives or stores any of this information and our third parties do not provide or sell thLayoutis information to any other company or service.
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