Privacy Policy

Effective Date: 02/20/2025

This Privacy Policy sets forth how Sage Credit Investment Partners LLC, its subsidiaries, and affiliates (collectively, “SCIP” or “we”) collect and process personal information about you. This Privacy Policy is provided to satisfy disclosure requirements under data protection and privacy regulations in the jurisdictions where SCIP conducts business. It ensures that you understand how we collect, use, process, and share your personal information.

This Privacy Policy applies to visitors to our website (the “Site”), office visitors, individuals who contact us, third-party service providers, vendors and suppliers, business contacts, and prospective clients and investors. Separate privacy notices may apply to other categories of individuals, such as current clients and investors.

If you provide personal information about someone other than yourself, you must ensure that they understand how their information will be used. You may only provide us with their details with their consent and after they have been informed of how we will use their details, including the purposes set out in this Privacy Policy.

Collection of Personal Information

SCIP collects, and has collected over the last twelve (12) months, the following types of information:

Website Visitors

- Name, address, email address, phone number, and other contact details (if provided through contact forms).

- Login credentials (if accessing a client/investor portal).

- Subscription preferences for marketing communications (with opt-out available at any time).

- Technical data (see "Use of Technology and Cookies").

Office Visitors and Callers

- Name, organization, and contact details.

- CCTV images (in designated areas of our offices, where applicable).

- Date and time of visits.

Third-Party Service Providers, Vendors, and Suppliers

- Name, job title, phone number, email address, and business affiliation.

- Payment processing details (such as tax identification number and wire instructions).

- Compliance screening data (e.g., anti-money laundering and know-your-customer databases).

Business Contacts and Prospective Clients/Investors

- Contact information, organization name, and job title.

- Investment preferences and communication preferences.

Use of Personal Information

We process personal information for the following purposes:

- To respond to inquiries and resolve complaints.

- To analyze website usage and improve user experience.

- To maintain security of premises, personnel, and digital systems.

- To fulfill contractual obligations and process payments.

- To comply with legal and regulatory obligations, including anti-money laundering laws.

- To maintain business relationships and send marketing communications (with opt-out options available at any time).

Sharing and Transfer of Personal Information

We may share personal information with:

- Affiliates and subsidiaries within SCIP.

- Third-party service providers (e.g., compliance, payment processing, IT services, courier services).

- Legal and regulatory authorities, if required by law.

- Advisors and financial institutions, as necessary for business operations.

SCIP does not sell personal information to third parties.

Safeguarding of Personal Information

We implement administrative, technical, and physical security measures to protect personal data. However, no online transmission is completely secure, and we cannot guarantee the absolute security of information shared via the internet.

Retention of Personal Information

Personal information is retained for a period consistent with legal, regulatory, and business requirements. Retention periods may vary based on tax filing years, contract expirations, or fund dissolution dates.

Your Rights Under CCPA

California residents may have the following rights under the California Consumer Privacy Act (CCPA):

- Right to Know/Access: Request details about collected personal information.

- Right to Delete: Request deletion of personal data (subject to exceptions).

- Right to Opt-Out: Opt out of data collection for marketing purposes.

- Right to Non-Discrimination: No discrimination for exercising these rights.

To exercise these rights, contact us at contact@scipfinance.com

Use of Technology and Cookies

We use tracking technologies such as cookies, web beacons, and analytics tools to collect information about website interactions. Visitors may configure their browser settings to control cookie preferences.

We use Google Analytics to track website performance and HubSpot for marketing and customer relationship management. These services may collect and process user data according to their own privacy policies.

Third-Party Websites

The Site may contain links to third-party websites. SCIP is not responsible for the privacy practices or content of external sites.

Children’s Privacy

Our Site is not intended for children under the age of 13. We do not knowingly collect personal information from children.

Changes to This Privacy Policy

Sage Credit reserves the right to update this Privacy Policy. Changes will be posted with the latest revision date.

Contact Information

For questions about this Privacy Policy, contact us at:

Sage Credit Investment Partners LLC

732 Ninth Street #600, Durham, NC 27705

contact@scipfinance.com

919-679-2977