Last Updated: October 18th, 2023
What information is collected
A. Information You Provide To Us: When you visit our Site or otherwise engage with us or our representatives, we may collect your email address or phone number if you provide it to us voluntarily in order to contact you about the Services, subscribe to our site, or register for our services. While some items are optional, most are required for legal purposes, security purposes, and to provide our service to you should you choose to work with us. To use services on our Site (“User”), you have to provide the following personal information to us during the registration process: your name, your email address and your phone number. You may also voluntarily provide to us information about your investment profile, such as but not limited to, income level, employment history, risk profile, net worth, investment experience, investment goals, age, investment risk profile, and areas of investment interest. If you contact us by email, we may keep a record of your contact information and correspondence, and may use your email address, and any information that you provide to us in your message, to respond to you.
Financial Data: Users who use our Services to seek accreditation verification or work with us to become an investment adviser will be asked to provide certain financial data, such as your tax return or asset account statements. This information is required to enable us to process your accredited investor verification. For purposes of satisfying “Know Your Customer” (KYC) or “Anti-Money Laundering” (AML) requirements, we may ask for your address, date of birth, social security number (or other relevant tax identification number) and, in certain circumstances, a copy of valid government-issued identification. Depending on the circumstances, additional documentation or personal information may be requested in order to satisfy KYC and/or AML requirements.
B. Information We Collect About Your Interaction With Us: We collect additional information about your interaction with the Site without identifying you as an individual (“Anonymous Information”), by using cookies on our Site. For example, we receive certain standard information that your browser sends to every website you visit, such as your IP address, browser type and language, access times and referring website addresses. We may use Anonymous Information for any purpose at our discretion. For clarity, Anonymous Information means information that is not associated with or linked to your personal information and does not permit the identification of individual persons. We also collect additional information about your interactions with us or our representatives at online or in-person events.
C. Information We Collect from Third Parties: We may obtain any category of information about you (including personal information and financial data) from a third party in a business transaction such as a merger, acquisition, or asset purchase in which your personal data is transferred to us as a business asset in the transaction.
How information collected is used and shared
Corporate business transactions
Accessing, changing or removing personal information
If you decide to work with us, we urge you to review your personal information regularly to ensure that it is correct and complete., To access, correct, update, review, or remove your personal information, please contact us for assistance at firstname.lastname@example.org.
We may also use your contact information to send you marketing and promotional messages. If you do not want to receive such messages, you may opt out by following the instructions in the message. Please understand that if you choose not to receive promotional correspondence from us, we may still contact you in connection with your relationship, activities, transactions and communications with us. If you need assistance opting out, please contact us at email@example.com.
Security of your personal information
We have implemented reasonable technical and organizational measures designed to deter unauthorized access to and use, destruction of, modification of, or disclosure of personally identifiable information we collect via the Site. Regardless of the precautions taken by us or by you, no data transmitted over the Internet or any other public network can be guaranteed to be 100% secure. We cannot ensure or warrant the security of any information you transmit to us and you provide all personally identifiable information via the Site at your own risk.
Notice to users in the event of a security breach
Cookies and log data
A. Tracking Technologies: Unique identifiers such as cookies (which are small text files stored locally on your computer that help store user preferences and may be html files, Flash files, or other technology), web beacons or clear gifs which are small pieces of code placed on websites used to collect advertising metrics, such as counting page views, promotion views, or advertising responses, tags and scripts or similar technologies (collectively referred to as “Tracking Technologies”) are used by Peachvest and our marketing, analytics, or other service providers to understand Site usage, help customize our content, offerings or advertisements on the Site, personalize your experience on the Site, analyze trends, allow users to move between associated websites without logging into each site, and other purposes related to our management and administration of the Site. In many Internet browsers, you can choose to delete, disable, turn off or reject most Tracking Technologies through the “Internet Options” sub-option of the “Tools” menu option of your browser or otherwise as directed by your browser's support feature. Additional information on deleting, disabling, rejecting or turning off Tracking Technologies may be available through your browser's support feature. Please consult the “Help” section of your browser for more information. Please know that certain areas and features of our Site can only be accessed in conjunction with cookies or similar devices and you should be aware that disabling cookies or similar devices might prevent you from accessing some of our content. We do not currently respond to “do not track” signals or other mechanisms that might enable users to opt out of tracking on our Site.
Links to other sites
This Site is not intended for, or designed to attract, children under the age of 13 and as such, we do not intentionally gather information from individuals who are under the age of 13. Upon notification that a child under 13 has provided us with personally identifiable information, we will delete the child’s personally identifiable information from our records.
Privacy rights of California residents
Under California law, we must provide California residents with a summary of their privacy rights. California law requires us to inform you, at your request, (a) the categories of personal information we collect and the third parties we share that information with; (b) the names and addresses of such third parties; and (c) examples of the products marketed by such companies. Additionally, the Act requires us to allow you to control who you do not want us to share that information with. To obtain this information, please send us your request by email at firstname.lastname@example.org or standard mail to: Peachvest LLC, 134 Eldridge Street, 1, New York, NY 10002, Attention: Privacy. When contacting us, please indicate your name, address, email address, and what personal information you do not want us to share. Your request should be labeled “California Customer Choice Notice,” and 30 days should be allowed for a response. There is no charge for controlling how your personal information is shared. If you are a California resident, California law may provide you with additional rights regarding our use of your personal information. To learn more about your California privacy rights, visit the CCPA Privacy Notice.
Other privacy rights
Depending on the services we render for you on our site, you may be entitled to additional privacy rights. Please refer to the disclosures of the relevant service for more information.
How to contact us
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What is the Series 65 exam?
The Series 65 exam is the Uniform Investment Adviser Law Examination, a professional license exam designed to qualify candidates as investment adviser representatives.
The exam consists of 130 multiple choice questions taken on a computer in a proctored exam testing center. Exam takers are allotted 3 hours to take the test. Test takers must answer 92 of 130 questions correctly (72%) to pass.
You can take the exam at a testing center in most cities in the US and many major cities across the world. The test fee is $187.
What is Peachvest?
Peachvest is a consulting company that helps users register for and prepare for theSeries 65 exam and provides consulting services to help users register their own investment advisories.