We use your contact information to send communications to you (typically via email) about your transactions, including confirming the terms on which you purchase or sell securities, updating you on the status of transactions and related deadlines, responding to your questions or comments, and providing information received from the issuer or, when applicable, other parties to your transactions.If you reject persistent cookies, you will still be able to view the Site, but your ability to use some areas of the Site, such as automatically-generated recommendations, will be limited.We also use information about you to personalize your experiences using the Services.We also provide tailored communications to you based actions you take on the Site.
We retain information about you that is required by US law or regulation, including those applicable to the sale of securities or operating an investment advisor or broker-dealer.When you use the Site, you should check the date of this Policy (which appears at the top of the Policy) and review any changes since the last version.Each time you visit the Site or use the Services, the current version of the Policy will apply.If you chose to use the Services, you will receive periodic emails or other electronic communications from us which, based on the information you provide, may be of interest.
We use industry-accepted practices, including 256-bit encryption, to protect customer-related information and also use field-level encryption on highly sensitive data.All trademarks, service marks and other proprietary materials are the property of EquityZen Inc. 2018. All rights reserved.To transact with us, you provide your banking information, including bank account and routing number, to permit you to send funds to us or receive funds from us by wire, or in the United States, by ACH transfer.We share information about you as needed with our own service providers, including financial institutions, fund administrators, accountants, auditors, lawyers, payment providers, information technology staff, advisors and our affiliates.EquityZen does not have an affiliation with, formal relationship with, or endorsement from Onnit or any companies featured above.Shawn Baker is a lifelong multisport elite-level athlete and a medical doctor who served as a combat trauma surgeon and chief of orthopedics while deployed to Afghanistan with the United States Air Force.
Check out our FAQ, Investor Step by Step, and Shareholder Step by Step for answers to common questions.Clinically Studied Supplements Onnit is a leader in clinically studied supplements.Policy. EquityZen.com is intended only for accredited investors (for persons residing in.For example, we may provide certain aspects of your information to our financial institutions, payment processors, fund administrators, accountants, auditors, lawyers, payment providers, third-party hosting service, email and technology providers, information technology staff, advisors, affiliates, marketing and analytics partners, or third-party verification services.If you authorize your accountant, financial advisor, lawyer or relative to receive information about our Services on your behalf, or to take actions on the Site on your behalf, you provide us the name and contact information for the person you authorize.
Eventually embracing the concept of Total Human Optimization.You are permitted, but not required, to provide the name and contact information of a Trusted Contact Person who can be contacted about your account.We only share information to the extent it is required to fulfill our obligations to you and to regulators, and to operate the Site and the Services.If you have consented to our use of information about you for a specific purpose, you may change your mind at any time, but this will not affect any processing that has already taken place.We collect information about you when you provide it to us, when you use our Services, and when other sources provide it to us.We use the information we collect based on the Services you choose to receive.You may also elect to provide us alternative payment information for some payments, such as credit card details or payment services such as Venmo.
Information is encrypted at rest and in transit from client to web to web server, including proxies, and to the database.We may also test and analyze certain new features with some users before rolling out the features to all users.
If you invest with us in an investment where a private company experiences an IPO (or a direct listing or other exit event), you may provide us your brokerage information to enable us to send you shares following the exit event.This means sharing information through the Services and with certain third parties.Onnit is a health and wellness company offering nutritional supplements, foods, and unique fitness equipment.The inclusion or access to Third Party Sites does not imply an endorsement thereof by the Company, or of the provider of such content or services, or of any third party web site.We collect information about you when you use our services, including visiting the Site and taking certain actions within the Services.If you are a party to a prospective or actual transaction, we will give the other party (or other parties) to the transaction the information they need to evaluate and enter that transaction.For example, if you start the investment process on the Site, we will use your contact information to remind you to come back and complete the investment process.
Equity securities are offered through EquityZen Securities LLC.We may access and disclose information about you with US, state or international regulators where we believe doing so is required or appropriate to comply with laws, regulations or other legal processes or law enforcement requests, such as court orders or subpoenas.
If you are eligible to invest through the Site, we send you email notifications about potential investment opportunities available through the Site.If we learn of a security breach, we may attempt to notify you electronically by posting a notice on the Service or sending an email to you.
We receive information about you from third-party services and business partners.By using the Service or providing personal data to us, you agree that we may communicate with you electronically regarding security, privacy, and administrative issues relating to your use of the Service.If you invite others to use the Site, we retain information about your referral.
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