Website Data Policy

Effective Date: February 1, 2026
Last Updated: February 1, 2026

This Data Policy explains how Priority Funds (“Priority Funds,” “we,” “us”) collects, uses, shares, and protects information when you visit our website (the “Site”), register for events, or request an advisor appointment.

1) Data We Collect

A. Information you provide

When you interact with the Site, we may collect information you choose to provide, including:

  • Name, email address, phone number
  • Company name, job title, and other professional details you provide
  • Event registration details and form responses
  • Appointment request details (such as preferred time, topic of interest, and any message you submit)

Please do not submit sensitive personal information (e.g., Social Security numbers, driver’s license numbers, bank or brokerage account numbers) through standard website forms unless we explicitly request it through a secure method.

B. Data collected automatically

When you use the Site, we may collect:

  • IP address and approximate location (derived from IP address)
  • Browser type, device type, operating system
  • Usage data such as pages viewed, time on page, clicks, and referral source

2) How We Use Your Data

We use the data we collect to:

  • Process event registrations and send event-related communications (e.g., confirmations, reminders, access details, and schedule changes)
  • Process advisor appointment requests, coordinate scheduling, and communicate about the requested meeting
  • Respond to inquiries and provide requested information
  • Maintain internal relationship records and service operations
  • Analyze and improve Site performance, content, and user experience
  • Protect the Site, prevent fraud/abuse, and maintain security
  • Comply with legal obligations and enforce our policies

3) Tools We Use

We use the following tools to support Site operations:

  • HubSpot: Used for website forms (including event registration and appointment requests), contact management, and communications related to your requests.
  • Google Analytics: Helps us understand how visitors use the Site (e.g., pages visited, time on site, traffic sources) so we can improve performance and content.
  • LinkedIn: We may use LinkedIn features to understand engagement with Priority Funds on LinkedIn and measure traffic originating from LinkedIn. We do not run retargeting ads.

4) How We Share Data

We do not sell your personal information.

We may share information with:

  • Service providers that help us operate the Site and manage communications (e.g., hosting providers, analytics providers, and HubSpot). These providers are permitted to use personal information only to perform services for us.
  • Professional advisors (legal, accounting, security) as needed.
  • Authorities or third parties if required by law or necessary to protect rights, safety, and security.
  • Business transfers in connection with a merger, acquisition, financing, or sale of assets, where permitted by law.

5) Cookies and similar technologies

We use cookies and similar technologies to:

  • enable basic Site functionality and security, and
  • measure Site performance and usage (including through Google Analytics).

Your choices: You can control cookies through your browser settings. Disabling cookies may affect how the Site functions.

Do Not Track: Some browsers offer “Do Not Track” signals. Because there is no consistent industry standard, the Site may not respond uniformly to these signals.

6) Communications related to events and appointments

Priority Funds does not offer a general newsletter. If you register for an event or request an advisor appointment, we may send you communications that are reasonably necessary to:

  • confirm your registration or request,
  • provide access information or scheduling details, and
  • notify you of changes related to the event or appointment.

7) Data Retention

We retain personal information only as long as reasonably necessary to fulfill the purposes described in this policy, including responding to requests, maintaining appropriate business records, and complying with legal obligations.

8) Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect your information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

9) Children’s Privacy

The Site is not intended for children under 13, and we do not knowingly collect personal information from children. If you believe a child has provided personal information, contact us so we can take appropriate steps to delete it.

10) Your Rights

Depending on where you live, you may have rights to request access, correction, or deletion of your personal information. To make a request, contact us using the information below.

11) Contact Us

For privacy questions or requests:

Priority Funds
Email: [privacy@priorityfunds.com]
Address: [Insert mailing address]
Phone: [Insert phone number]

12) Updates to this policy

We may update this Data Policy from time to time. Updates will be posted on this page with a revised “Last Updated” date.