Privacy Policy

Last updated May 9, 2025

This Privacy Notice for Factor Strategies (“we,” “us” or “our”), describes how and why we might access, collect, store, use, and/or share (“process”) your personal information when you use our services (“Services”), including when you:

  • Visit our website at factor-strategies.com, or any website of ours that links to this Privacy Notice

  • Engage with us in other related ways, including any sales, marketing, or events

Questions or concerns? Reading this Privacy Notice will help you understand your privacy rights and choices. If you do not agree with our policies and practices, please do not use our Services. If you still have any questions or concerns, please contact us at hello (at) factor-strategies.com

SUMMARY OF KEY POINTS

This summary provides key points from our Privacy Notice, but you can find out more in the detailed notice below.

What personal information do we process? When you visit, use or navigate our Services, we may process personal information depending on how you interact with us and the Services, the choices you make, and the products and features you use. Learn more about personal information you disclose to us.

Do we process any sensitive personal information? Some information may be considered “special” or “sensitive” in certain jurisdictions, for example your racial or ethnic origins, sexual orientation and religious beliefs. We do not process sensitive personal information.

Do we collect any information from third parties? We do not collect any information from third parties.

How do we process your information? We process your information to provide, improve, and administer our Services, communicate with you, for security and fraud prevention, and to comply with law. We may also process your information for other purposes with your consent. We process your information only when we have a valid legal reason to do so. Learn more about how we process your information.

In what situations and with which types of parties do we share personal information? We may share information in specific situations and with specific categories of third parties. Learn more about when and with whom we share your personal information.

What are your rights? Depending on where you are located geographically, the applicable privacy law may mean you have certain rights regarding your personal information. Learn more about your privacy rights.

How do you exercise your rights? The easiest way to exercise your rights is by contacting us at hello (at) factor-strategies.com. We will consider and act upon any request in accordance with applicable data protection laws.

1.WHAT INFORMATION DO WE COLLECT?

Personal Information you disclose to Us. We collect personal information that you voluntarily provide to us when you express an interest in obtaining information about us or our products and Services, when you participate in

Personal Information provided by You. The personal information that we collect depends on the context of your interactions with us and the Services, the choices you make, and the product and features you use. The personal information we collect may include the following: names, phone numbers, email addresses, mailing addresses, job titles, contact preferences, billing addresses.

Sensitive Information. We do not process sensitive information.

All personal information that you provide to us must be true, complete, accurate, and you must notify us of any changes to such personal information.

Information automatically collected

In short: Some information, such as your Internet Protocol (IP) address and/or browser and device characteristics, is collected automatically when you visit our Services.

We automatically collect certain information when you visit, use, or navigate the Services. This information does not reveal your specific identity (like your name or contact information) but may include device and usage information, such as your IP address, browser and device characteristics, operating system, language preferences, referring URLs, device name, country, location, information about how and when you use our Services, and other technical information. This information is primarily needed to maintain the security and operation of our Services, and for our internal analytics and reporting purposes.

Like many businesses, we also collect information through cookies and similar technologies. We use Squarespace as our website platform. You can find out more about Squarespace’s cookie policy here: https://www.squarespace.com/cookie-policy.

The information we collect may include:

  • Log and usage data. Log and usage data is service-related, diagnostic, usage, and performance information our servers automatically collect when you access or use our Services and which we record in log files. Depending on how you interact with us, this log data may include your IP address, device information, browser type, and settings and information about your activity in the Services (such as the date/time stamps associated with your usage, pages and files viewed, and other actions you take (such as which features you use), device event information (such as system activity, error reports, and hardware settings).

  • Device data. We collect device data such as information about your computer.