Last updated on July 18, 2024
This privacy policy governs the collection, storage, and use of personal information collected by Climatize Earth Inc. (our parent company) and Climatize Earth Securities LLC (subsidiary of the parent company, hereafter referred to as “Climatize”). It provides details about the personal information that we collect from you, how we use your personal information, and your rights regarding the personal information that we hold about you. Please read this privacy policy carefully – by using our services, you confirm that you have read, understood, and agreed to this privacy policy in its entirety.
Who is Climatize?
Climatize Earth Securities LLC is Registered with the Securities and Exchange Commission (SEC) and is a Financial Industry Regulatory Authority (FINRA) Member under Section 4(a)(6) of the United States Securities Act, SEC File No: 7-360. Climatize Earth Securities LLC is a Funding Portal acting as an intermediary in transactions involving the offer or sale of securities by Issuers for the account of others, solely pursuant to section 4(6) 1 of the Securities Act of 1933 ( 15 U.S.C. 77d(6) ), that does not — (A) offer investment advice or recommendations; (B) solicit purchases, sales, or offers to buy the securities offered or displayed on its website or portal; (C) compensate employees, agents, or other persons for such solicitation or based on the sale of securities displayed or referenced on its website or portal; (D) hold, manage, possess, or otherwise handle investor funds or securities; or (E) engage in such other activities as the Commission, by rule, determines appropriate.
Climatize is a ‘data controller’ in respect of the personal information that we collect and store from users, service providers and other third parties.
Data Collecting
We collect three types of information:
User identification information:
This include
For an individual: name, date of birth, home address, email address, social security/tax identification number and phone number.
For a legal entity: name, principal place of business, email address, employer identification or taxpayer identification number, and phone number.
Operational information:
Including information gathered while visiting our website generally (usually through the use of cookies, see section 8 below), as well as,
Information and data developed during the processing of the above data types.
We receive and access information from the following third-party services, but we do not store this information:
North Capital (https://www.northcapital.com/) – a credit card transaction processor and escrow account services provider
Plaid (https://plaid.com/) – a data aggregator
Auth0 (https://auth0.com/) – an identity management platform
We collect the following information:
We do not store, nor do we have access to, your credit or debit card account login information (username & passwords), your credit/debit expiration information, or your card security code (CSC).
The personal information we collect will be used for the following purposes:
To identify individual users and create a secure platform.
To enable users to invest in renewable energy projects
To provide for accurate and detailed record keeping of these transactions for purposes our accounting requirements.
Send you updates about projects you are investing in, general information about the platform, with the possibility of opting out (if desired).
We may also handle personal information to keep our website and the Climatize Earth Inc. platform secure, and to ensure that our processes and procedures are as secure as possible.
Consent
By consenting to this privacy notice, you are giving us permission to collect, process, store and disclose your personal data specifically for the purposes identified herein.
You may withdraw consent at any time by contacting support@climatize.earth and submitting a subject access rights request form.
Data Disclosure
We do not disclose information to any third-parties, except when given explicit consent from you or when:
Employees of Climatize need the information to fulfil their duties.
Third parties need the information for operational reasons. We require such third parties to adhere to the privacy principles set in this policy.
Unless otherwise instructed by users, Climatize may disclose personal information, when necessary, to:
Issuers that you have elected to support financially.
Service providers that we use to provide services to you.
Fraud prevention and detection agencies.
Selected marketing agencies that will be provided with limited anonymized data sets that may include anonymized data harvested from your Climatize transactions.
Regulatory and governmental agencies that have either statutory authority over Climatize’s business, or other entities by direction of appropriate court order mandates.
If you cease to be a Climatize customer/user, your information will not be disclosed to third parties, except to affiliates for operational reasons or regulatory agencies or the purposes permitted by law.
The U.S. law requires income received through credit and debit card transactions to be reported to the Internal Revenue Service. Banks and merchant services must report annual gross payments processed by credit or debit cards to the IRS and to merchants. In other words, we will be required to provide these reports by the end of January for the payments made in the previous calendar year. The format of these reports must resemble the 1099 K forms that report certain types of income in the U.S.
Data Retention
Climatize will use reasonable efforts to store information securely and protect it against unauthorized access and disclosure. We maintain physical, electronic, and procedural safeguards that comply with all US federal requirements; as well as European Union (EU) General Data Protection Regulation standards to guard your personal information.
Climatize will store personal information for an indefinite period of time, as needed to conduct investments. Where it is clear that personal information is no longer needed as there is no longer potential to need or report on that information, it will be deleted under our retention of this data policy. The information will be retained for a minimum of 5 years.
All your transactions are processed using secure communications standards such as Secure Socket Layer (SSL) with 128-bit encryption.
User Rights
At any point while we are in possession of or processing your personal data, you, as a user, have the following rights:
Right of access – you have the right to request a copy of the information that we hold about you.
Right of rectification – you have a right to correct information that we hold about you that is inaccurate or incomplete.
Right to be forgotten – in certain circumstances you can ask for the information we hold about you to be erased from our records.
Right to restriction of processing – where certain conditions apply to have a right to restrict the processing.
Right of portability – you have the right to have the information we hold about you transferred to another organization
Choosing to exercise your rights may restrict you from using all services or features provided on the website.
Cookies
When you visit our website, we place little data files (“cookies”) on your computer’s hard drive. Most cookies are short-lived session cookies which we use to enhance user experience when visiting our website, for example to spare you from having to provide your login details every time you click on a new page. After the session is closed, this type of cookie expires and is deleted from your hard drive. Other cookies may last longer and help us to identify you when you visit our site again. You can always choose not to accept cookies by disabling this function in your browser option, however, you may not be able to use all services or features provided on our website if you disable cookies.
Protection of User Profile
Your User Profile is protected through a unique login and password. You should never disclose your login and password to anyone. You should not record your login details and password anywhere in writing or otherwise. If you think your login details and/or password have been lost, stolen, disclosed to any third party, or otherwise compromised, change your password using the Forgot password functionality in the app.
Accuracy
We will use reasonable efforts to keep your information accurate and up to date. We advise you to check the information we hold on you regularly by logging into your User Profile and update your information when necessary. If you otherwise spot any error or omission in the information we hold, please contact support@climatize.earth.
General
We may change this Privacy Policy at any time by posting the changed terms or the changed policy on this site. Any changes take effect 30 days from posting.
This Privacy Policy is governed by the laws of the State of California, and you irrevocably submit to the exclusive jurisdiction of the courts of California.
