Reg D PPM templates, with Form D filing included.

Privacy policy

Effective [EFFECTIVE DATE]

This policy explains how [LEGAL ENTITY NAME] (“PPM Kit,” “we” or “us”) handles personal information collected through this website and our services.

What we collect

  • Information you give us: your name, email, phone number, company name, order details and the offering information you provide so we can prepare documents and make filings for you.
  • Payment information: processed by our payment provider. We don’t store full card numbers.
  • Technical information: like most websites, our hosting provider records basic request data such as IP address, browser type and pages visited. The site loads fonts from Google Fonts, which receives your IP address when fonts load.

How we use it

  • To fulfill orders and deliver templates
  • To prepare and file your Form D and state notice filings
  • To provide consulting you purchase and to communicate with you
  • To keep the site secure, fix problems and improve our services
  • To meet legal obligations

How we share it

  • Regulators, at your direction. We submit your filings to the SEC and state regulators. Form D is public on EDGAR, including the names of executive officers, directors and promoters.
  • Service providers that host the site, process payments or send email, under confidentiality obligations.
  • Legal requirements, when the law or a valid legal process requires it.
  • Business transfers, if PPM Kit is sold or merged.

We don’t sell personal information.

Retention and security

We keep information as long as needed to provide our services and meet legal and record-keeping obligations, and we use reasonable safeguards to protect it. No method of transmission or storage is completely secure.

Your choices

You can ask to access, correct or delete your personal information, and unsubscribe from marketing email at any time. Depending on where you live, you may have additional rights under state law. Contact us to make a request.

Children

Our services are for adults and businesses. We don’t knowingly collect information from children under 13.

Changes and contact

We may update this policy by posting a new version with a new effective date. Questions or requests: info@ppmkit.com.