Privacy Policy

TERMS AND CONDITIONS

Last Updated: February 27, 2026

These Terms and Conditions ("Terms") govern your use of the services provided by Investor Acquisition Systems LLC ("Company," "we," "us," or "our"), a company registered in the State of Wyoming, United States, with its principal place of business at 1309 Coffeen Avenue STE 1200, Sheridan, Wyoming 82801, United States.

By engaging our services or making a payment to the Company, you ("Client," "you," or "your") agree to be bound by these Terms. Please read them carefully before proceeding.

1. Services

Investor Acquisition Systems LLC provides investor acquisition, capital raising support, marketing automation, and strategic consulting services for investment managers and financial services firms. Services include but are not limited to:

Strategic growth audits and advisory

Investor outreach campaign design and execution

Marketing automation and CRM implementation

Content creation and distribution strategy

Digital infrastructure development

The specific scope, deliverables, and timeline for each engagement will be outlined in a separate Statement of Work (SOW) or proposal agreed upon by both parties prior to commencement.

2. Payment Terms

All fees are as set out in the applicable SOW or proposal. Invoices are issued via Wise (TransferWise) and are payable within the timeframe specified on the invoice.

We accept payments in the following currencies: US Dollars (USD $), Australian Dollars (AUD $), British Pounds (GBP £), and Euros (EUR €). The applicable currency will be specified on your invoice.

Late payments may incur a late fee of 1.5% per month on the outstanding balance, or the maximum rate permitted by law, whichever is lower.

3. Transaction Currency

All transactions will clearly state the currency in both symbol and written form. Accepted currencies are:

USD $ — United States Dollars

AUD $ — Australian Dollars

GBP £ — British Pounds Sterling

EUR € — Euros

The currency applicable to your engagement will be confirmed in your SOW or invoice.

4. Client Obligations

You agree to provide timely access to information, systems, and personnel as reasonably required for us to perform the services. Delays caused by the Client may result in adjusted timelines and, where applicable, additional fees.

5. Intellectual Property

Unless otherwise agreed in writing, all intellectual property created during an engagement shall be assigned to the Client upon full payment. The Company retains the right to use anonymised case studies and general methodologies for marketing and portfolio purposes.

6. Export Restrictions

Our services are subject to United States export control laws and regulations. By engaging our services, you represent and warrant that you are not located in, or a national or resident of, any country subject to U.S. trade sanctions, and that you are not listed on any U.S. government restricted parties list.

7. Limitation of Liability

To the maximum extent permitted by law, the Company's total liability arising from or related to the services shall not exceed the total fees paid by the Client for the specific engagement giving rise to the claim. The Company shall not be liable for any indirect, incidental, consequential, or punitive damages.

8. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Wyoming, United States, without regard to its conflict of law provisions.

9. United States Business Confirmation

Investor Acquisition Systems LLC is a limited liability company registered and operating in the United States of America, with its registered address at 1309 Coffeen Avenue STE 1200, Sheridan, Wyoming 82801, United States.

REFUND, RETURN AND CANCELLATION POLICY

1. Refund Policy

We offer a full refund within fourteen (14) days of payment, provided that no work has commenced on the engagement. Once work has commenced, all fees are non-refundable. This includes any preparatory work, research, strategy development, or system setup performed by our team.

2. How to Request a Refund

To request a refund, please email us at jack@investoracquisition.io within fourteen (14) days of your payment date. Please include your name, invoice number, and the reason for your request. Approved refunds will be processed via the original payment method (Wise) within ten (10) business days.

3. Cancellation Policy

You may cancel an ongoing engagement at any time by providing written notice via email. Upon cancellation:

Any work completed up to the date of cancellation will be invoiced at the agreed rates

No refund will be issued for work already performed

Any outstanding deliverables in progress will be delivered in their current state

Access to any systems or tools provisioned for your engagement may be revoked

4. No Returns

As our services are professional consulting and digital services, there are no physical products to return. The refund policy above governs all financial remedies available.

5. Disputes

If you have concerns about the quality of work delivered, please contact us at jack@investoracquisition.io before requesting a refund. We are committed to resolving any issues and ensuring client satisfaction wherever possible.

By making a payment to Investor Acquisition Systems LLC, you acknowledge that you have read, understood, and agree to this Refund, Return and Cancellation Policy.

DELIVERY POLICY

1. How Services Are Delivered

Investor Acquisition Systems LLC provides professional consulting and digital services. All services are delivered digitally — there are no physical products or shipments. Depending on your engagement, services are delivered through one or more of the following methods:

Strategy documents, audit reports, and deliverables sent via email or shared document links (e.g., Google Drive)

Access credentials to marketing platforms, CRM systems, and automation tools

Consulting sessions conducted via video call (Zoom, Google Meet, or similar)

Ongoing support via email and messaging platforms

2. Delivery Timelines

Estimated delivery timelines for each engagement are outlined in the applicable Statement of Work (SOW) or proposal. Typical timelines include:

Strategic audits: 2–4 weeks from engagement commencement

System implementation: 4–12 weeks depending on scope and complexity

Ongoing consulting: As per the agreed schedule (weekly, fortnightly, or monthly)

Timelines are estimates and may be adjusted based on project complexity, client responsiveness, and the availability of required information or access. Any material delays will be communicated promptly.

3. Client Cooperation

Timely delivery depends on the Client providing necessary information, access, and approvals as outlined in the SOW. Delays caused by the Client may result in adjusted delivery timelines.

4. Acceptance

Deliverables are considered accepted unless the Client provides written notice of any issues within seven (7) business days of delivery.

PRIVACY POLICY

1. Information We Collect

Information You Provide: We collect information you voluntarily provide, including your name, email address, phone number, company name, job title, and any other information you provide when booking a call, completing a form, or engaging our services.

Payment Information: Payments are processed through Wise (TransferWise). We do not store your full payment card details on our servers. Wise processes and stores payment information in accordance with their own privacy policy and PCI-DSS compliance standards.

Automatically Collected Information: When you visit our website, we may automatically collect certain information including your IP address, browser type, operating system, referring URLs, and browsing behaviour through cookies and similar technologies.

2. How We Use Your Information

We use the information we collect to:

Provide, operate, and maintain our services

Process transactions and send related information

Communicate with you about our services, updates, and promotional offers

Respond to your enquiries and provide customer support

Analyse usage trends to improve our website and services

Comply with legal obligations

3. Sharing Your Information

We do not sell your personal information. We may share your information with:

Service providers who assist in operating our business (e.g., Wise for payment processing, GoHighLevel for CRM)

Professional advisors such as lawyers or accountants as necessary

Law enforcement or regulatory bodies when required by law

4. Data Retention

We retain your personal information for as long as necessary to fulfil the purposes outlined in this policy, or as required by law. When your information is no longer needed, we will securely delete or anonymise it.

5. Your Rights

Depending on your location, you may have the right to:

Access, correct, or delete your personal information

Object to or restrict the processing of your data

Request portability of your data

Withdraw consent where processing is based on consent

To exercise any of these rights, please contact us at jack@investoracquisition.io.

6. Cookies

Our website uses cookies and similar tracking technologies to enhance your browsing experience and analyse site traffic. You can control cookie preferences through your browser settings.

7. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those websites and encourage you to review their privacy policies.

8. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

9. Changes to This Policy

We may update this Privacy Policy from time to time. The updated version will be indicated by the "Last Updated" date at the top of this page.

SECURITY POLICY

1. Payment Security

All payments are processed through Wise (TransferWise), a globally regulated financial institution. Wise is authorised and regulated by the Financial Conduct Authority (FCA) in the United Kingdom and licensed as a Money Transmitter in the United States.

We do not collect, store, or process credit card, debit card, or bank account details directly. All payment information is handled exclusively by Wise in accordance with their security protocols and PCI-DSS (Payment Card Industry Data Security Standard) compliance.

2. Data Transmission Security

Our website uses SSL/TLS encryption (HTTPS) to protect data transmitted between your browser and our servers. This ensures that any information you submit through our website is encrypted during transit.

3. Data Storage

Client information is stored in secure, access-controlled systems. We use industry-standard security measures including:

Encrypted data storage

Access controls and authentication

Regular security updates and monitoring

Limited access to personal data on a need-to-know basis

4. Third-Party Service Providers

We use trusted third-party service providers who maintain their own security standards:

Wise (TransferWise) — Payment processing (PCI-DSS compliant, FCA regulated)

GoHighLevel — CRM and marketing automation (SOC 2 compliant)

Google Workspace — Business communications and document storage

5. Incident Response

In the unlikely event of a data breach, we will notify affected individuals and relevant authorities as required by applicable law, and take immediate steps to mitigate any potential harm.

6. Your Responsibilities

We encourage you to protect your own information by using strong passwords, keeping login credentials confidential, and notifying us immediately if you suspect any unauthorised access to your account or information.

CONTACT INFORMATION

Investor Acquisition Systems LLC

1309 Coffeen Avenue STE 1200, Sheridan, Wyoming 82801, United States

Email: jack@investoracquisition.io

Website: https://investoracquisition.io