Privacy Policy

Last Updated: January 1, 2025

Welmore Partners ("Welmore Partners," "we," "us," or "our") is committed to protecting the privacy of individuals who interact with our website located at welmorepartners.com (the "Site") and our related services. This Privacy Policy describes how we collect, use, disclose, and protect personal information in connection with the Site.

By accessing or using the Site, you agree to the terms of this Privacy Policy. If you do not agree, please do not use the Site.

1. Information We Collect

Information You Provide Directly

We collect information you provide when you submit forms on our Site, including:

• Full name
• Email address
• Phone number
• Accreditation status and financial information submitted through investor intake forms
• Loan request details submitted through borrower application forms
• Messages and communications submitted through the contact form

Information Collected Automatically

When you visit the Site, we may automatically collect certain technical information, including:

• IP address and general geographic location
• Browser type and version
• Pages visited, time spent on pages, and navigation paths
• Device type and operating system
• Referring URLs

This information is collected through cookies, web beacons, and third-party analytics tools, including Google Analytics.

Cookies

The Site uses cookies and similar tracking technologies to improve your experience. Cookies are small text files stored on your device. You may disable cookies in your browser settings, though doing so may affect certain functionality of the Site. We use the following types of cookies:

• Essential cookies: Necessary for basic Site functionality.
• Analytics cookies: Used to understand how visitors interact with the Site (e.g., Google Analytics).
• Third-party cookies: Set by embedded services such as Calendly for scheduling functionality.

2. How We Use Your Information

We use the information we collect for the following purposes:

• To respond to inquiries submitted through our contact and investor/borrower forms
• To evaluate investor suitability and match investors to appropriate opportunities
• To assess loan applications and communicate with prospective borrowers
• To send transactional communications related to your inquiry or engagement with Welmore Partners
• To improve and optimize the Site and our communications
• To comply with applicable legal obligations
• To protect against fraud and unauthorized access

We do not sell your personal information to third parties. We do not use your information for general marketing to unrelated parties.

3. Information Sharing and Disclosure

We may share your personal information in the following limited circumstances:

• Service providers: We use third-party platforms to assist with CRM management (HubSpot), scheduling (Calendly), and analytics (Google). These providers process your data on our behalf under data processing agreements.
• Legal compliance: We may disclose information if required by law, court order, regulatory authority, or to protect our legal rights.
• Business transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

4. Data Retention

We retain personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, to comply with legal obligations, and to resolve disputes. Investor and borrower records may be retained for the duration of any active relationship and for up to seven years thereafter to satisfy regulatory and compliance requirements.

5. Security

We implement reasonable administrative, technical, and physical safeguards to protect personal information from unauthorized access, disclosure, or loss. However, no method of electronic transmission or storage is completely secure. We cannot guarantee absolute security of your information.

Please note that form submissions on this Site transmit information over HTTPS. Sensitive financial details should not be submitted via the general contact form — use the designated investor or borrower intake forms which are designed for that purpose.

6. Your Rights and Choices

Depending on your jurisdiction, you may have the following rights regarding your personal information:

• The right to access information we hold about you
• The right to request correction of inaccurate information
• The right to request deletion of your information, subject to legal retention requirements
• The right to opt out of certain uses of your information

To exercise any of these rights, contact us at info@welmorepartners.com. We will respond within 30 days.

7. Third-Party Links

The Site may contain links to third-party websites or embed third-party services (such as Calendly). We are not responsible for the privacy practices of those third parties. We encourage you to review the privacy policies of any third-party services you interact with through our Site.

8. Children's Privacy

The Site is not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe we have inadvertently collected information from a minor, please contact us immediately.

9. Changes to This Policy

We may update this Privacy Policy from time to time. When we make material changes, we will update the "Last Updated" date at the top of this page. Continued use of the Site following any update constitutes acceptance of the revised Policy.

10. Contact Us

For questions or concerns about this Privacy Policy or our data practices, contact:

Welmore Partners
Email: info@welmorepartners.com