Privacy Policy

Our Services are not intended for children under 18 years of age. We do not knowingly collect personal information from children under 18. If you are under 18, do not use or provide any information on the Platform or through any of its features. If we learn we have collected personal information from a child under 18 without verification of parental consent, we will delete that information. If you believe we might have any information from or about a child under 18, please contact us at privacy@rocketbook.io.

We collect several types of information from and about users of our Platform and other Services (“personal information”), including:

• Identifiers and contact information: name, username, home and work address, email address, telephone number, date of birth, government-issued ID numbers (such as Social Security number, tax ID number, employer ID number, passport information), and photographs or scans of identification documents.
• Financial information: bank account information, digital asset wallet addresses, transaction history, investment documents, financial statements, assets, salary, accredited investor qualification data, and ownership and control affiliations.
• KYC and compliance information: information required for know-your-customer (“KYC”), anti-money laundering (“AML”), and sanctions screening, including source of funds documentation, beneficial ownership information, and enhanced due diligence data.
• Internet and device information: information about your internet connection, the equipment you use to access our Platform, IP address, operating system, browser type, and usage details.

How We Collect Information

We collect this information:

• Directly from you when you provide it to us, either electronically or in person, including through registration forms, subscription agreements, investor onboarding processes, and correspondence.
• From third parties, including our business partners, banking partners, identity verification services, blockchain analytics providers, credit reporting agencies, government databases, and background verification services.
• Automatically as you navigate through the Platform or interact with our email communications. Information collected automatically may include usage details, IP addresses, and information collected through cookies, web beacons, and other tracking technologies.

As you navigate through and interact with our Platform, we may use automatic data collection technologies to collect certain information about your equipment, browsing actions, and patterns, including details of your visits to our Platform (such as traffic data, location data, and logs), information that tracks when and how you interact with content, and information about your computer and internet connection.

The technologies we use for this automatic data collection may include:

• Cookies. A cookie is a small file placed on the hard drive of your computer. You may refuse to accept browser cookies by activating the appropriate setting on your browser. However, if you decline cookies, you may be unable to access certain parts of our Platform.
• Web beacons. Pages of the Platform and our emails may contain small electronic files known as web beacons that permit us to count users who have visited those pages or opened an email and for other related website statistics.

We use and disclose information that we collect about you or that you provide to us, including any personal information:

• To present, develop, improve, maintain, and deliver our Platform and its contents and services to you.
• To provide you with SPV formation, fund administration, investor onboarding, multi-currency collection, and other services provided through the Platform.
• To allow fund sponsors, investment leads, and other investors to discover and communicate with potentially qualified investors.
• To determine your eligibility or suitability for various services and opportunities, including accredited investor verification.
• To process and record capital contributions, including those received in digital assets, and to perform associated currency conversions.
• To comply with KYC, AML, sanctions, and other regulatory obligations.
• To provide you with information, products, or services that you request from us or that we believe may be of interest to you.
• To carry out our obligations and enforce our rights arising from any contracts entered into between you and us.
• To make and file tax and other compliance reports, including K-1s, Form D filings, and blue sky notice filings.
• In any other way we may describe when you provide the information.
• For any other purpose with your consent.

We may disclose aggregated information about our users, and information that does not identify any individual, without restriction.

We may disclose your personal information:

• To our subsidiaries and affiliates.
• To other users of the Platform, such as deal organizers, fund sponsors, investment leads, investors, and their respective representatives and advisors.
• To contractors, service providers, and other third parties we use to support our business, including banking partners, payment processors, digital asset conversion providers, blockchain analytics providers, identity verification services, registered agents, tax preparation firms, legal service providers, data centers, and hosting providers.
• To regulatory bodies, government agencies, tax and revenue authorities, securities regulatory agencies, and self-regulatory organizations, as required by law.
• To a buyer or other successor in the event of a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of Rocketbook's assets.
• To fulfill the purpose for which you provide it.
• With your consent.

We may also disclose your personal information:

• To comply with any court order, law, or legal process, including to respond to any government or regulatory request.
• To enforce or apply our Terms of Service and other agreements.
• If we believe disclosure is necessary or appropriate to protect the rights, property, or safety of Rocketbook, our customers, or others.

Certain U.S. state privacy laws, including the California Consumer Privacy Act (“CCPA”), provide residents with specific rights regarding their personal information. Depending on where you live, you may have the following rights:

Right to Know and Data Portability

You may have the right to request that we disclose certain information to you about our collection and use of your personal information over the past 12 months, including the categories of personal information collected, the sources, our business purposes for collecting it, and the categories of third parties with whom we share it.

Right to Correct

You have the right to request that we correct any incomplete or inaccurate information we hold about you.

Right to Delete

You have the right to request that we delete any of your personal information that we collected from you and retained, subject to certain exceptions. We may deny your deletion request if retaining the information is necessary for us to complete a transaction, detect security incidents, comply with legal obligations, or make other lawful internal uses of the information.

Right to Opt Out of Sale or Sharing

We do not sell personal data to third parties in exchange for money. However, we may engage in routine practices involving disclosing identifiers and internet activity information with third-party advertising and analytics partners, which may qualify as a “sale” or “sharing” under certain U.S. state privacy laws. You have the right to opt out of such disclosures by emailing us at privacy@rocketbook.io or by using the Global Privacy Control (GPC).

Right to Limit Sensitive Personal Information

You may have the right to request that we limit the use and disclosure of your sensitive personal information, such as your Social Security number, financial data, and government-issued identification, to certain purposes permitted by law.

Exercising Your Rights

To exercise any of the rights described above, please submit a request by emailing us at privacy@rocketbook.io. Only you, or someone legally authorized to act on your behalf, may make a request related to your personal information. We will respond within the time period required by applicable law.

Non-Discrimination

We will not discriminate against you for exercising any of your privacy rights. Unless otherwise permitted by law, we will not deny you goods or services, charge you different prices, or provide you a different level of service for exercising your rights.

If you are located in the European Economic Area, United Kingdom, or Switzerland (collectively, “Europe”), you may have additional rights under the General Data Protection Regulation (GDPR), including:

• Right of access: You can ask us if we are processing your personal data and to provide you with a copy.
• Right to rectification: If personal data we hold about you is inaccurate or incomplete, you are entitled to request correction.
• Right to erasure: You can ask us to delete or remove your personal data in certain circumstances.
• Right to restrict processing: You can ask us to suspend the processing of your personal data in certain circumstances.
• Right to data portability: You have the right, in certain circumstances, to obtain personal data you have provided us in a structured, commonly used, and machine-readable format.
• Right to object: You can ask us to stop processing your personal data where we are relying on legitimate interests.
• Right to withdraw consent: If we rely on your consent as our legal basis for processing, you have the right to withdraw that consent at any time.

You may submit these requests by email to privacy@rocketbook.io. If we transfer your personal data out of Europe, we will do so pursuant to Standard Contractual Clauses or other mechanisms permitted by applicable law.

We have implemented measures designed to secure your personal information from accidental loss and from unauthorized access, use, alteration, and disclosure. All information you provide to us is stored on secure servers behind firewalls. Any personal information, including financial transactions and sensitive identification data, will be encrypted using industry-standard protocols.

The safety and security of your information also depends on you. Where we have given you (or where you have chosen) a password for access to certain parts of our Platform, you are responsible for keeping this password confidential. We ask you not to share your password with anyone.

Unfortunately, the transmission of information via the internet is not 100% secure. Although we do our best to protect your personal information, we cannot guarantee the security of your personal information transmitted to our Platform. Any transmission of personal information is at your own risk.

It is our policy to post any changes we make to our Privacy Policy on this page. If we make material changes to how we treat our users' personal information, we will notify you by email to the primary email address specified in your account or through a notice on the Platform. The date the Privacy Policy was last revised is identified at the top of this page. You are responsible for periodically visiting our Platform and this Privacy Policy to check for any changes.

To ask questions or comment about this Privacy Policy and our privacy practices, contact us at:

Rocketbook LLC
8 The Green STE A, Dover, DE 19901
Email: privacy@rocketbook.io