Effective Date: January 01, 2026
Last Updated: January 01, 2026
1. Introduction
Informed & Invested (www.informedandinvested.com, “we,” “our,” “us”) values the privacy of the high-net-worth professionals and institutional practitioners we serve. This Privacy Policy explains how we collect, use, store, and protect your data when you access our research terminal, initiate an Access Protocol, utilize the Financial Durability Audit, or participate in our Strategic Briefings.
By using our website or educational services, you consent to the practices described in this Privacy Policy. If you do not agree with this policy, please do not proceed with the Access Protocol.
2. Information We Collect
a. Personal Information (you provide directly):
• Full Name
• Email address
• Mobile number (for secure access delivery and strategic briefs)
• City, state/province, country
• Accredit Investor Status (optional verification)
• Payment details (processed securely via third-party payment processors)
• Strategic intent or professional goals provided during the verification process
• Responses to surveys and questionnaires
• Any other information you voluntarily provide (e.g., messages sent via our contact form)
b. Audit Tool Data:
When utilizing the Financial Durability Audit, you may input quantitative data points including Net Income, Free Cash Flow, Operating Income, and Available Capital (Cash on Hand). This data is utilized strictly for the generation of your educational diagnostic report and to help align your strategic briefings with the documented evidence of your holdings.
c. Usage Data (collected automatically):
• IP address
• Browser type and version
• Device type and operating system
• Pages you visit, time spent on each page, and referring/exit pages
• Date and time of access
d. Tracking Technologies:
We utilize cookies and pixels to analyze traffic patterns and personalize the delivery of institutional research. You may disable cookies in your browser, though this may impact the functionality of the Audit Tool.
You may disable cookies in your browser settings, but some site features may not function properly.
3. How We Use Your Information
We process your personal and financial documentation data for the following institutional purposes:
-To provide the MVI Framework educational resources and diagnostic reports.
-To deliver strategic SMS and email briefings (if you have successfully completed the Access Protocol).
-To verify strategic alignment for future institutional opportunities or programs.
-To analyze the Market Mechanics of our user base to improve our educational methodology.
-To comply with Series 65 compliant educational standards and legal obligations.
4. Sharing Your Information
We do not sell, rent, or trade your personal or documented financial data. We share information only with:
-Trusted Service Providers: Payment processors, email/SMS marketing platforms, and webinar hosts—only to the extent necessary to facilitate your education.
-Legal Compliance: If required by law, subpoena, or government request to protect the integrity of our educational framework.
5. Data Retention
We retain your information only as long as necessary to fulfill the purposes of the MVI Framework or comply with legal obligations. We implement commercially reasonable physical, technical, and administrative safeguards to protect your data. However, as an institutional educator, we acknowledge that no method of internet transmission is 100% secure.
6. Data Security & Security
We implement commercially reasonable physical, technical, and administrative safeguards to protect your data from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.
7. International Data Transfers & Compliance
We serve users in the United States, Canada, and internationally. We comply with:
• GDPR (General Data Protection Regulation – EU/EEA)
• CCPA/CPRA (California Consumer Privacy Act & Privacy Rights Act – USA)
• PIPEDA (Personal Information Protection and Electronic Documents Act – Canada)
If you are located outside Canada, the U.S., or the EU, your information may be transferred to and processed in countries with different data protection laws.
8. Your Privacy Rights
Depending on your jurisdiction, you may request to access, correct, or delete your personal data, or withdraw consent to receive strategic briefings. To exercise these rights, please contact us at the address below.
9. Institutional Disclosure
Informed & Invested is an educational platform. Amit Chandan is an institutional educator and former hedge fund partner. We do not provide personalized investment advice. The data collected via our Audit Tool is for educational diagnostic purposes only.
10. Updates to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. Updates will be posted on this page with a revised “Last Updated” date.
11. Contact Us
If you have questions or concerns about this Privacy Policy or how we handle your personal information, please contact:
Email: [email protected]
Website: www.informedandinvested.com