Privacy Policy

Privacy Policy

Last updated: June 12, 2024

Fundwise Legal PLLC (hereinafter referred to as “Fundwise Legal,” “we,” “us,” or “our”) is a leading legal advisor.

This Privacy Policy explains how Fundwise Legal, along with our subsidiaries and affiliates, processes Personal Information when we provide legal services to clients, manage our business and other relationships, you visit our offices, or use our websites, mobile applications, newsletters, or otherwise communicate with us (collectively, the “Services”). We are dedicated to ensuring the privacy and integrity of the Personal Information you share with us or we otherwise collect as we deliver these Services.

Throughout this Privacy Policy, “Personal Information” refers to any data relating to an identified or identifiable individual.

 1. Information We Collect

Generally, we collect Personal Information directly from you. However, we may also obtain Personal Information about you from third parties or automatically when you engage with our Services.

Where applicable, we indicate whether and why you must provide us with your Personal Information, as well as the consequences of failing to do so. If you do not provide Personal Information when requested, you may not be able to fully benefit from the Services if that information is necessary for providing such Services or if we are legally required to collect it.

Below is an outline of the various types of Personal Information we process and the sources from which we obtain them:

• Clients: If you are a client of our firm, we collect your name, contact information, payment details, and any other information you provide to us or we otherwise obtain from third parties (e.g., from public bodies, from the opposing party, etc.) when providing legal services to you. The type of information we collect from our clients varies depending on the matter and may include information about our clients’ employees, customers, and vendors (e.g., name, contact details), communications with our client, information provided by our client, and any other information that may be relevant for the matter, including Personal Information about criminal offenses, if applicable.
• Business Partners and Vendors: We may receive contact details and payment information from business partners’ and vendors’ employees to further the relevant partner or vendor relationship.
• Office Visitors: If you visit one of our offices, we may ask you to register for your visit and provide your name, title, company, email, type of visitor, and the name of whom you are visiting. We may also ask you to provide responses to certain COVID19 symptom and exposure screening questions and confirm your COVID19 vaccination status. We use responses to these COVID19 screening and vaccination status questions solely to control entry to our offices.
• Events: We collect Personal Information about you if you choose to register for or attend an event sponsored by our firm. This information may include your name, address, title, company, phone number, and email address, as well as specific information relevant to the event for which you are registering. If you attend an event sponsored by our firm, you may be photographed, filmed, or otherwise recorded at the event.
• Newsletters and Informational Programs: As part of our valueadded services, we offer a wide selection of newsletters, client alerts, and programs on topics of interest to our clients and others. If you sign up to receive our client alerts and newsletters focusing on key legal, regulatory, and industry trends, and our invitations to informational programs and networking events, we will ask you to provide your first and last name, company, email address, and the practice areas and industries that interest you.
• Communications: If you choose to contact us for any purpose, we will collect your contact details, name, and the content, date, and time of your message, as well as our reply and any followup action we take in relation to your inquiry.
• Job Applicants: If you apply for a job with us via our website, you will be asked to enter or upload your first and last name, resume, and transcripts, phone number, email address, law school, graduation year, application office, department, and position. You may also provide your middle name, address, country, search firm, search firm recruiter, search firm email, reference(s), a cover letter, writing sample, deal sheet, and additional transcripts.
• Other Sources: We may receive Personal Information about you from other sources, including third parties that help us update, expand, and analyze our records, identify new customers, or prevent or detect fraud. We may also receive information about you from social media platforms, for example, when you interact with us on those platforms or access our social media content. The information we may receive is governed by the privacy settings, policies, and/or procedures of the relevant social media platform, and we encourage you to review them.

 2. Cookies and Similar Technologies

We collect Personal Information via cookies, pixel tags, or similar technologies on our Services (collectively referred to as “cookies”). Cookies are small pieces of data that may be stored in and retrieved from your web browser while you browse a website. Through the use of cookies, we may collect your device IP address, unique device ID, hardware and software type, Internet service provider, serving domain, geographical area, location data, browser type and settings data (such as screen resolution, color depth, time zone settings, browser extension and plugins) operating system, referring URLs, search history, information on actions taken or interaction with our digital assets (e.g., page views) and dates and times of actions.

Where required by applicable law, we obtain your consent to use cookies. You can customize your preferences regarding the use of cookies on our websites via your Cookie Settings.

The type of cookies we may use include:

•  Strictly Necessary Cookies: These cookies are essential to make our Services available to you; for example, to manage traffic on our website and for security purposes. We cannot provide you with the Services without this type of cookie.
• Performance Cookies: We use cookies for analytics purposes to improve our Services. We use thirdparty analytics providers, including Google Analytics, to help us understand how users engage with the Services. Google Analytics uses firstparty cookies to track user interactions and understand how users use our Services. This information is used to compile reports and to help us improve our Services.
• Marketing Cookies: These are used to provide customized content and information to you on the Services. We use thirdparty service providers such as Marketo Munchkin to personalize website content based on visitors’ actions and browsing history, to measure campaign effectiveness, and to improve our Services.

Most web browsers allow you to manage cookies through the browser settings. Be aware that if you do not agree to certain cookies, your experience on our Services may be diminished and some features may not work as intended depending on the cookie. To find out more about cookies, you can visit www.aboutcookies.org or www.allaboutcookies.org.

 3. Use of Personal Information

We may use your Personal Information for the following purposes:

•  To provide legal services to our clients, including to advise clients on legal matters, represent them in the context of legal proceedings such as court proceedings, arbitration and settlement, and dealings with regulatory authorities; to file patent applications; to manage and collect information for potential or actual litigation proceedings, including eDiscovery; to conduct due diligence in the context of IPOs, mergers and acquisitions, and other transactions; and to process payments and advance payments on behalf of our clients.
• For marketing purposes, including to send client alerts, newsletters, and other communications to our clients and business contacts. We will send you communications that are relevant to you, based on the practice areas and industries you select when you subscribe to receive our communications. We may also use your Personal Information to register you for, and confirm your attendance at, events; furnish biographical details to other attendees; provide you with the opportunity to participate in ondemand learning; and assess the effectiveness of our events, promotional campaigns, and publications. If you are recorded at an event, we may use such recordings in promotional materials, news releases, websites, and other published formats for the firm and the event.
• To manage our business relationships with customers, clients, vendors, and suppliers, business partners, office visitors, cooperating law firms, and other contractors, including processing invoices and sending service related communications.
• For recruitment purposes, including to evaluate job applications, invite you for a job interview, and arrange for travel.
• To communicate with you and respond to your inquiries.
• For other business purposes, such as to provide, operate and improve our products and services; perform data analyses; detect, prevent, and respond to actual or potential fraud, illegal activities, or intellectual property infringement; secure our facilities; defend our legal rights; and comply with our legal obligations and internal policies.

 4. Legal Grounds for Using Personal Information

If you are located in the European Economic Area, we only process your Personal Information when we can rely on a valid legal ground such as:

•  Execution of a Contract: We need your Personal Information to provide you with our Services, including to provide legal services, to operate our website, to evaluate your job application, or to otherwise respond to your queries.
• Compliance with a Legal Obligation: We are required or allowed to collect and use your Personal Information, for example, to detect fraud or to comply with our tax, accounting, and antimoney laundering obligations.
• Legitimate Interest: We or a third party have a legitimate interest in processing your Personal Information. For example, we have a legitimate interest in using your Personal Information to conduct business analytics or to improve the safety, security, and performance of our products and services. We only rely on our or a third party’s legitimate interests to process your Personal Information when these interests are not overridden by your rights and interests.
• Consent: You have consented to the use of your Personal Information, for example, to send you newsletters or for the use of certain cookies.

 5. Disclosure of Personal Information

We may disclose Personal Information about you as described below:

•  With Fundwise Legal affiliates, subsidiaries, offices, and representatives around the world as needed to provide legal services.
• With thirdp arty contractors engaged by Fundwise Legal in the course of business (e.g., accountants, insurance companies, banks, auditors, Fundwise Legal’s network of external legal counsel, and other professional experts, advisors, and/or consultants engaged by Fundwise Legal).
• With government agencies, regulators, or courts, as required by applicable law and/or in the context of legal proceedings.
• As necessary to provide legal services to our clients, including opposing counsel.
• With event partners or cosponsors.
• With vendors and service providers who perform services on our behalf, including dealers, distributors, marketing, and research agencies, with whom Fundwise Legal has a direct contractual relationship.
• If you post other information to our website or mobile application, such as comments when using our ondemand learning tool, that information may be displayed and viewable by other users.
• If you gave us your permission, or if we believe doing so is required or appropriate to (i) comply with laws, law enforcement requests, and legal process, such as a court order or subpoena; (ii) respond to your requests; or (iii) protect your, our, or others’ rights, property, or safety.
• In the case of a merger, sale, or other asset transfers. If we are involved in a merger, acquisition, financing, due diligence, reorganization, bankruptcy or liquidation where the business will not continue as a going concern, receivership, sale of Fundwise Legal assets, or transition of our products or services to another firm, then your Personal Information may be transferred as part of such a transaction as permitted by law and/or contract.

 6. Your Rights and Choices

Depending on applicable law, you may have some rights and choices with respect to your Personal Information. Those rights may be limited by local law requirements. You may exercise these rights by contacting us as specified below.

• Events: To update or correct the information you provide to us via our website for an event sponsored by us, you may contact the event coordinator via email or telephone. Marketing contacts for each event are listed on the Fundwise Legal Events page. You may also resubmit your Personal Information through the website by reregistering for the event.
• Marketing: We allow you to opt out of future communications at any time by following the optout instructions contained in such communications.
• California Privacy Rights: If you are a Consumer receiving products or services for which we are a Business, as those terms and any other capitalized terms in this section are defined under the California Consumer Privacy Act of 2018 (California Civil Code §§ 1798.100 to 1798.199) and its implementing regulations, as amended or superseded from time to time (the “CCPA”), California law may permit you to request information regarding the:
  • • Categories of Personal Information (as defined by applicable California law) Collected, Sold, or Disclosed by us;
    • Purposes for which categories of Personal Information Collected by us are used;
    • Sources of information from which we Collect Personal Information; and
    • Specific pieces of Personal Information we have Collected about you.

In addition, if you are a Consumer, you may:

• Optout of the Sale or Disclosure of your Personal Information, in some circumstances;
• Optout of receiving marketing communications from us; however, you may still receive administrative communications regarding the Services; and
• Request deletion of your Personal Information by us and our Service Providers, in some circumstances.

  The CCPA also provides Consumers with the right not to receive discriminatory treatment by a Business for the exercise of these rights regarding Personal Information.

 Personal Information Collection, Disclosure, Use, and Sale

Such information may be used for the purposes for which it was collected or as otherwise permitted or required by applicable law.

We do not offer financial incentives to consumers based on the retention or sale of a consumer’s personal information.

As of the date of the last update and review of this Privacy Policy, we have no reason to believe that we have collected, disclosed, sold, or otherwise processed the Personal Information of more than 10 million California Consumers.

You can make requests related to your California privacy rights by calling (801) 477-7856‬ or by emailing information@fundwiselegal.com or in writing to Fundwise Legal PLLC, 2250 Parkway Blvd, Salt Lake City, UT 84119. Please be aware that we do not accept or process requests through other means (e.g., via fax or social media).

We will review the information provided and may request additional information to ensure we are interacting with the correct individual. If you have an online account with us, you may be required to log in to your account for identity verification. If you do not have an account with us, additional information to verify your identity may be required by law before we may take action upon such a request. This additional information may vary depending on the nature of your request and/or the nature of the information about which your request relates. In some cases, we may also be required by law to obtain a signed declaration under penalty of perjury from you that you are the subject of the request being made. If we suspect fraudulent or malicious activity on or from your account, we will delay taking action on your request until we can appropriately verify your identity and the request as authentic.

By law, we are not required to collect personal information that we otherwise would not collect in the ordinary course of our business, retain personal information for longer than we would otherwise retain such information in the ordinary course of our business, or reidentify or otherwise link information that is not maintained in a manner that would be considered personal information. If we have not requested specific additional information from you to verify your request, please do not send such information.

We generally will aim to avoid requesting additional information from you for the purposes of verification. However, if we cannot reasonably verify your identity or more information is needed for security or fraudprevention purposes, we may consider any of the following factors, alone or in combination, in requesting additional information:

•  The type, sensitivity, and value of the personal information collected and maintained about the consumer, as applicable law requires a more stringent verification process for sensitive or valuable personal information;
• The risk of harm to the consumer posed by any unauthorized access or deletion;
• The likelihood that fraudulent or malicious actors would seek the personal information;
• Whether the personal information to be provided by the consumer to verify their identity is sufficiently robust to protect against fraudulent requests or being spoofed or fabricated;
• The manner in which the business interacts with the consumer;
• Available technology for verification; and
• Other factors that may be reasonable in the circumstances, are consistent with industry practice, are recommended by California government officials, or which may be required by law or regulation following the effective date of this Privacy Policy.

If your request is regarding household information, the same verification steps above are required before we can provide you with aggregate household information. For us to process a request for access to or deletion of specific pieces of information regarding your household, all members of the household must make the request, and we must be able to verify each household member.

In some cases, we may not have sufficient information about you or your household to be able to verify your identity or sufficiently differentiate you from another consumer or household to the degree of certainty required by law, in which case, we will not be able to act upon your request. In such cases, it may be unlikely that we would be able to identify you or your household in the future without collecting significantly more information or seeking to reidentify deidentified information. At this time, we do not intend to take such steps in response to a request made pursuant to this Privacy Policy, and applicable law does not require that we do so. If, in the future, we determine a reasonable method to identify you or your household absent such steps, we will provide an update to you through this Privacy Policy and in response to any such request at that time.

Information that you submit for the purpose of allowing us to verify your identity in furtherance of a consumerrelated or householdrelated request pursuant to California law will only be used by us, and our service providers if any, for that purpose and no other. Except where we are required by law to maintain such information for recordkeeping purposes, we will take steps to delete any new personal information collected for the purpose of verification as soon as practical after processing your request.

Please also be aware that making any such request does not ensure complete or comprehensive removal or deletion of Personal Information or content you may have posted, and there may be circumstances in which the law does not require or allow us to fulfill your request, including, for example, where fulfilling your request may infringe upon the rights and freedoms of other consumers.

We reserve the right to charge a reasonable fee or take other appropriate action in response to requests from a consumer or household that are manifestly unfounded or excessive, in particular because of their repetitive character.

You may designate an authorized agent to make a request on your behalf pursuant to applicable law. We accept documentation of your designation in the form of a valid power of attorney and/or a notarized statement. You must submit evidence of your designation of an authorized agent in writing to: Fundwise Legal PLLC, 2250 Parkway Blvd, Salt Lake City, UT 84119. We may require verification of your authorized agent in addition to the information for verification above for consumers and households.

 7. International Data Transfers

Fundwise Legal does not have offices outside the U.S. but may represent clients from other countries on U.S. matters. 

Your Personal Information may be transferred to countries that do not have the same data protection laws as the country in which you initially provided the information.

In addition, we may transfer your Personal Information:

•  To countries that have been deemed to provide an adequate level of protection of Personal Information by the European Commission;

• To partners and vendors by relying on contracts approved by the European Commission;

• To U.S.based partners and vendors by relying on International Data Transfer Agreements framework.

 8. Links to Other Websites

Our website may link to websites maintained by outside organizations, including thirdparty social networks (such as Google+, Facebook, Twitter, LinkedIn) and our clients. Please be aware that these thirdparty websites are governed by their own privacy policies. Fundwise Legal is not responsible for the content or policies maintained by these websites. Please familiarize yourself with the privacy policy of any thirdparty website you visit, as it will govern any information you submit through that website.

 9. Security

We maintain administrative, technical, and physical safeguards that are intended to appropriately protect Personal Information against accidental or unlawful destruction, accidental loss, unauthorized alteration, unauthorized disclosure or access, misuse, and any other unlawful form of processing of the Personal Information in our possession. However, because no information system can be 100% secure, we cannot guarantee the absolute security of your information.

 10. Data Retention

We take measures to delete your Personal Information or keep it in a form that does not permit identifying you when this information is no longer necessary for the purposes for which we process it unless we are required by law to keep this information for a longer period. For example, we keep client records for the length of the client relationship and for a maximum of 5 years after we close the matter. When determining the retention period, we take into account various criteria, such as the nature and length of our relationship with you, mandatory retention periods provided by law and the statute of limitations, the type of Services requested by or provided to you, the possible reenrollment with our Services, and the impact on our Services if we delete some information from or about you.

 11. Changes to This Policy

We may make changes to this Privacy Policy. The “Last updated” date at the top of this page indicates when this Privacy Policy was last revised. If we make material changes, we may notify you via a notice posted on our website or other method. We encourage you to read this Privacy Policy periodically to stay uptodate about our privacy practices.

 12. Contact Us

If you have any questions about this Privacy Policy, you may contact us at:

Fundwise Legal PLLC 

2250 Parkway Blvd 

Salt Lake City, UT 84119 

United States 

information@fundwiselegal.com

Our website is: https://www.fundwiselegal.com

Our address is: 2250 Parkway Blvd, Salt Lake City, UT 84119 

Our phone number is: (801) 477-7856