Privacy Policy for BranchMark

This Privacy Policy outlines how BranchMark ("we," "us," or "our") collects, uses, maintains, and discloses information collected from users (each, a "User") of our online platform and services. This policy applies to our site and all products and services offered by BranchMark. We are committed to protecting your privacy and handling your personal data in an open and transparent manner, in accordance with applicable data protection laws, including the General Data Protection Regulation (GDPR).

1. Information We Collect

We may collect personal identification information from Users in a variety of ways, including, but not limited to, when Users visit our site, register on the site, place an order, subscribe to a newsletter, respond to a survey, fill out a form, and in connection with other activities, services, features or resources we make available on our online platform. We will collect personal identification information from Users only if they voluntarily submit such information to us.

• Personal Identifiable Information (PII): This may include your name, email address, postal address, phone number, financial details (such as investment goals, risk tolerance, bank account information for transactions), and national identification if required for regulatory compliance.
• Non-Personal Identifiable Information: We may collect non-personal identification information about Users whenever they interact with our site. Non-personal identification information may include the browser type, the type of computer or device and technical information about Users means of connection to our Site, such as the operating system and the Internet service providers utilized and other similar information.
• Usage Data: Information about how you interact with our platform, including pages visited, features used, and time spent on our site. This helps us improve our services.
• Financial & Investment Data: Details related to your investment portfolio, transaction history, investment preferences, and any impact reporting data, including involvement in forestry and carbon credit projects.

2. How We Use Collected Information

BranchMark collects and uses Users' personal information for the following purposes:

• To Provide and Improve Our Services: To offer robo-advisory, AI-driven portfolio optimization, and personalized financial planning. We use your financial data to tailor investment strategies and to enhance the functionality and user experience of our platform.
• To Personalize User Experience: We may use information in the aggregate to understand how our Users as a group use the services and resources provided on our site to deliver more relevant content and product offerings.
• To Process Transactions: We may use the information Users provide about themselves when placing an order only to provide service to that order. We do not share this information with outside parties except to the extent necessary to provide the service.
• To Send Periodic Emails: We may use the email address to send User information and updates pertaining to their order or account. It may also be used to respond to their inquiries, questions, and/or other requests. If User decides to opt-in to our mailing list, they will receive emails that may include company news, updates, related product or service information, etc.
• For Regulatory Compliance and Security: To meet our legal and regulatory obligations, prevent fraud, and ensure the security of our services and your investments.
• For Impact Reporting: To generate reports on the environmental and social impact of your eco-conscious portfolios, including investments in forestry and carbon credit projects.

3. How We Protect Your Information

We adopt appropriate data collection, storage and processing practices and security measures to protect against unauthorized access, alteration, disclosure or destruction of your personal information, username, password, transaction information and data stored on our site. Sensitive and private data exchange between the site and its Users happens over a SSL secured communication channel and is encrypted and protected with digital signatures.

4. Sharing Your Personal Information

We do not sell, trade, or rent Users personal identification information to others. We may share generic aggregated demographic information not linked to any personal identification information regarding visitors and users with our business partners, trusted affiliates and advertisers for the purposes outlined above. We may use third party service providers to help us operate our business and the site or administer activities on our behalf, such as sending out newsletters or surveys. We may share your information with these third parties for those limited purposes provided that you have given us your permission. We will only disclose your data to third parties under strict confidentiality agreements and only when necessary to provide our services, comply with legal obligations, or protect our rights.

5. Third-Party Websites

Users may find advertising or other content on our site that link to the sites and services of our partners, suppliers, advertisers, sponsors, licensors and other third parties. We do not control the content or links that appear on these sites and are not responsible for the practices employed by websites linked to or from our site. In addition, these sites or services, including their content and links, may be constantly changing. These sites and services may have their own privacy policies and customer service policies. Browsing and interaction on any other website, including websites which have a link to our site, is subject to that website's own terms and policies.

6. Your Data Protection Rights (GDPR)

In accordance with the GDPR, you have the following rights concerning your personal data:

• The Right to Access: You have the right to request copies of your personal data.
• The Right to Rectification: You have the right to request that we correct any information you believe is inaccurate or complete information you believe is incomplete.
• The Right to Erasure: You have the right to request that we erase your personal data, under certain conditions.
• The Right to Restrict Processing: You have the right to request that we restrict the processing of your personal data, under certain conditions.
• The Right to Object to Processing: You have the right to object to our processing of your personal data, under certain conditions.
• The Right to Data Portability: You have the right to request that we transfer the data that we have collected to another organization, or directly to you, under certain conditions.

If you make a request, we have one month to respond to you. If you would like to exercise any of these rights, please contact us using the contact details provided below.

7. Changes to This Privacy Policy

BranchMark has the discretion to update this privacy policy at any time. When we do, we will revise the updated date at the bottom of this page. We encourage Users to frequently check this page for any changes to stay informed about how we are helping to protect the personal information we collect. You acknowledge and agree that it is your responsibility to review this privacy policy periodically and become aware of modifications.

8. Your Acceptance of These Terms

By using this site, you signify your acceptance of this policy. If you do not agree to this policy, please do not use our site. Your continued use of the site following the posting of changes to this policy will be deemed your acceptance of those changes.

9. Contacting Us

If you have any questions about this Privacy Policy, the practices of this site, or your dealings with this site, please contact us at:

BranchMark

18 Cross Street,

#10-02 Cross Street Exchange,

Singapore, Singapore, 048423

Singapore

This document was last updated: [Insert Current Date Here, e.g., 26 October 2023]