Privacy Policy

 

Dated of July 1, 2024

 

Dear Overlevel customer,

 

Overlevel is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website (www.overlevel.com) or use our investment and tax mitigation services. 

 

Please read this privacy policy carefully. 

1. If you do not agree with the terms of this privacy policy, please do not access the Site or use the Services and contact us to share your concerns at Michael@overlevel.com. 

2. About Information We Collect.

 We may collect information about you in a variety of ways. The information we may collect on the Site includes:

•  Personal Data, Personally identifiable information, such as your name, shipping address, email address, and telephone number, and demographic information, such as your age, gender, hometown, and interests, that you voluntarily give to us when you register with the Site or use our Services. 

• Financial Data: Financial information, such as data related to your payment method (e.g., valid credit card number, card brand, expiration date) that we may collect when you purchase, order, return, exchange, or request information about our Services from the Site. 

• Tax Data: Information necessary for tax mitigation services, including but not limited to your Social Security number, tax ID, income details, tax return history, and other tax-related information. 

• Investment Data: Information related to your investment portfolio, financial goals, risk tolerance, and other investment-related information. 

1. Use of Your Information. 

We use the information we collect in the following ways: 

• To provide, operate, and maintain our Services. To improve, personalize, and expand our Services. To understand and analyze how you use our Services. 

• To process your transactions. To process your payments and prevent fraudulent transactions 

• To communicate with you, either directly or through one of our partners, including for customer service, to provide you with updates and other information relating to the Service, and for marketing and promotional purposes. 

• To send you administrative information, such as updates to our terms, conditions, and policies. To comply with and enforce legal requirements, agreements, and policies 

1.  Disclosure of Your Information

 We may share information we have collected about you in certain situations. Your information may be disclosed as follows: 

• By Law or to Protect Rights: If we believe the release of information about you is necessary to respond to legal process, to investigate or remedy potential violations of our policies, or to protect the rights, property, and safety of others, we may share your information as permitted or required by any applicable law, rule, or regulation.

• Third-Party Service Providers: We may share your information with third parties that perform services for us or on our behalf, including payment processing, data analysis, email delivery, hosting services, customer service, and marketing assistance.

• Business Transfers: We may share or transfer your information in connection with or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business to another company.

• Affiliates: We may share your information with our affiliates, in which case we will require those affiliates to honor this Privacy Policy. 

• With Your Consent: We may disclose your personal information for any other purpose with your consent. 

5. Security of Your Information. 

We use administrative, technical, and physical security measures to help protect your personal information. While we have taken reasonable steps to secure the personal information you provide to us, please be aware that despite our efforts, no security measures are perfect or impenetrable, and no method of data transmission can be guaranteed against any interception or other type of misuse. 

6. Your Rights and Choices

 You have the following rights regarding your information: 

• Access: You have the right to request a copy of the personal information we hold about you. 

• Correction: You have the right to request correction of any inaccurate or incomplete personal information we hold about you. 

• Deletion: You have the right to request the deletion of your personal information under certain circumstances. 

• Opt-out of Marketing Communications: You can opt-out of receiving marketing communications from us by following the unsubscribe instructions included in our marketing communications or by contacting us directly. 

7. Changes to This Privacy Policy

 We may update this Privacy Policy from time to time to reflect, for example, changes to our practices or for other operational, legal, or regulatory reasons. If we make material changes to this Privacy Policy, we will notify you by updating the effective date of this Privacy Policy and posting it on the Site. We encourage you to review this Privacy Policy periodically to stay informed about our information practices and the ways you can help protect your privacy. 

8. Contact Us

If you have questions or comments about this Privacy Policy, please contact us using this link.

 

Make sure to consult with a legal professional to ensure compliance with applicable laws and regulations.

 

Thank you for your interest in our services.

 

Overlevel Management Team