Privacy Policy
This Privacy Policy explains how OBLIK Investments, a United States based investment advisory, collects, uses, discloses, and protects personal information when you visit our site or engage with our services. We value privacy and seek to handle data with care and transparency. The policy covers the categories of information we collect, the purposes for which we use that information, the legal bases for processing (where applicable), how long we retain data, and the rights available to individuals. If you are an investor or a prospective partner, we may collect additional information required for due diligence, KYC checks, and regulatory compliance. We endeavor to provide clear reporting and protect your information through reasonable security measures. This policy also describes cookie and tracking practices and explains how to exercise rights such as access, correction, and deletion. For questions about this policy or to exercise a privacy right, contact us at [email protected] or call +1 (212) 555-0136. Our business address is 145 West 57th Street, Suite 12B, New York, NY 10019, United States.
Information we collect
We collect information you provide directly and information collected automatically when you use our website and services. Personal data you provide may include name, email address, phone number, company affiliation, professional role, and details about your investment mandate or inquiry. For investor onboarding and transaction work we may collect additional data such as financial statements, tax identification numbers, and identity verification documents. Automatically collected information includes IP addresses, browser and device details, pages visited, referral source, and interaction timestamps. We may also collect cookies and analytics data to understand site usage and improve user experience. When you correspond by email or phone, those communications are retained for recordkeeping, compliance, and service delivery. We minimize collection to what is necessary to deliver services, meet legal obligations, and respond to inquiries. Sensitive personal data is collected only when necessary and with your explicit consent or where required for compliance purposes.
How we use information
We use personal data to provide and improve our advisory services, respond to inquiries, underwrite opportunities, and manage investor relationships. Uses include processing proposals and engagement requests, conducting due diligence and KYC checks, preparing reports and investor communications, coordinating transactions, and maintaining compliance with regulatory requirements. We also use data for security, fraud prevention, analytics, and website operation. Where permitted by law we may combine data from different sources to create a complete profile for service delivery and to personalize communications. For any marketing or newsletter subscriptions we rely on consent or legitimate interest where applicable and provide clear opt-out mechanisms. If you decline cookies or tracking, core functionality of the site continues but certain analytics or personalization features may be limited. We do not use automated decision making that materially affects users without clear notice and, where required, consent and human review options.
Cookies and tracking
Our website uses cookies and similar technologies to operate the site, remember preferences, analyze usage, and deliver improved features. Essential cookies are required for site functionality and cannot be disabled through the site without affecting service. Non-essential cookies support analytics, performance measurement, and optional features. You can accept or reject non-essential cookies using the cookie control in the lower-right corner of the site. We use reputable analytics providers to aggregate site metrics; these providers process data under their own policies and our data-sharing arrangements. Where analytics providers support IP anonymization and data retention controls, we enable those features to limit exposure. For investors engaging with our services, we may also use secure third-party platforms for document exchange and data-room services; those providers process information on our behalf and are subject to contractual confidentiality and security obligations. For more details about our cookie categories and retention, see the detailed cookie section of this policy or contact our privacy team.
Sharing, third parties, and transfers
We share personal information only as necessary to provide services, comply with legal obligations, or where you have consented. Sharing may include third-party service providers such as cloud hosting, email delivery, analytics, transaction partners, legal and financial advisors, and custodial or escrow agents. These providers act under contract and are limited to processing data only for the purposes we specify. In certain transaction contexts we may disclose information to counterparties, lenders, or regulatory authorities as required by law or to facilitate a transaction. International data transfers may occur when service providers operate outside the United States; when so, we rely on lawful transfer mechanisms such as standard contractual clauses, adequacy determinations, or other safeguards required by applicable law. We do not sell your personal data. In any case where disclosure is required by law, subpoena, or regulatory inquiry, we will take reasonable steps to notify you unless legally prohibited. We apply due diligence and contractual safeguards when selecting third-party providers and monitor their compliance with security and confidentiality obligations.
Data security and retention
We implement administrative, technical, and physical safeguards designed to protect information against unauthorized access, disclosure, alteration, and destruction. Measures include access controls, encryption in transit and where appropriate at rest, secure hosting practices, vulnerability management, and staff training. While we use reasonable security measures, no system is entirely risk-free; if a security incident affecting your personal data occurs, we will follow applicable laws and notify affected individuals and regulators where required. We retain personal data only for as long as necessary to fulfill the purposes set out in this policy, to meet contractual or legal retention obligations, or to resolve disputes and enforce agreements. Retention periods vary by data category; general inquiry records may be kept for a limited period, while investor onboarding and transaction records are retained to meet regulatory and audit requirements. If you have questions about our retention schedule or require data deletion consistent with law, contact our privacy team and we will advise on available options and any legal constraints.
Your rights and choices
Depending on your jurisdiction, you may have rights such as access to your personal data, correction of inaccurate information, deletion, restriction of processing, portability, and objection to certain processing. To exercise a right, contact us at [email protected] with a clear description of your request. We will verify identity before fulfilling rights and respond within applicable statutory timeframes. For marketing communications you can unsubscribe using the link in our emails or by contacting us. You may manage cookie preferences via the cookie control on the site. If you are an EU resident or located in a jurisdiction with an independent regulator, you may be able to lodge a complaint with your local data protection authority if you believe we have not complied with applicable law. For institutional clients and investors we will follow contractual processes for data subject requests and coordinate responses with authorized representatives where appropriate. Some rights may be subject to exceptions or limits under applicable law, for example where we must retain information for compliance or contractual performance.
Contact and updates
If you have questions about this Privacy Policy or wish to exercise your rights, contact our privacy team at [email protected] or call +1 (212) 555-0136. Our business address is 145 West 57th Street, Suite 12B, New York, NY 10019, United States. We may update this policy to reflect changes in our practices or legal requirements; the effective date of the current policy will appear at the top of the document. Material changes will be communicated through the website or by direct notice where feasible. For investor-specific data practices that arise from contractual agreements, the terms of those agreements will govern processing for the relationship described therein. Thank you for reviewing our Privacy Policy and for trusting OBLIK with your information.