D&G Financial Group
Legal

Privacy
Policy.

Last Updated: March 2026

D&G Financial Group takes the privacy of every person who visits this site seriously. This policy explains what information we collect, how we use it, and what we will never do with it.

01 — What We Collect

Information You
Provide to Us.

We collect information that you voluntarily submit through forms on this website, including our Contact form and Accredited Investor Questionnaire. This may include your name, email address, phone number, company affiliation, and information related to your accredited investor status and investment interests.

We also collect basic technical data that is automatically generated when you visit this site, including browser type, device information, referring URL, and pages visited. This data is collected in aggregate and is not linked to any personally identifiable information.

We do not use cookies to track individual behavior across third-party websites, and we do not purchase or import contact lists from outside sources.

02 — How We Use It

Purpose of
Data Collection.

Information submitted through our Contact form is used solely to respond to your inquiry. Information submitted through the Accredited Investor Questionnaire is used to verify your eligibility and connect you with our investor relations team.

We use HubSpot as our CRM and communication platform. Submissions made through this site are routed into HubSpot so our team can follow up in an organized and timely manner. HubSpot's privacy practices are governed by their own privacy policy.

We do not use your information for advertising, remarketing, or any purpose unrelated to your direct inquiry with D&G Financial Group.

03 — What We Don't Do

We Do Not
Sell Your Data.

We do not sell, rent, trade, or share your personal information with any third party for marketing or commercial purposes. Your information is used exclusively to facilitate your relationship with D&G Financial Group.

We will never contact you on behalf of a third party, add you to lists you did not opt into, or share your investor status or financial information with any outside organization without your explicit written consent.

The only exception is where disclosure is required by law, court order, or regulatory authority. In such cases, we will notify you to the extent permitted by applicable law.

Our Commitments

Three Things We Will
Always Do.

Privacy is not a legal checkbox for us. These are the commitments we hold ourselves to regardless of what the minimum standard requires.

Data Security

We protect what you share.

All form submissions are transmitted over encrypted connections. We limit internal access to your personal information to team members who need it to respond to your inquiry. We do not store sensitive financial documents on this website.

Opt-Out

You can always ask us to stop.

If you have submitted information through this site and would like it removed from our records, email us at info@dgfinancialgroup.net and we will process your request within five business days. You may also opt out of any email communications at any time.

Transparency

We tell you what we know.

If you want to know what information we hold about you, ask us. We will provide a clear summary of what we have on file, where it came from, and how it has been used. No runaround, no legal deflection.

04 — Third Parties

Who Else
Touches Your Data.

We use a limited set of third-party tools to operate this website and manage communications. These include HubSpot for CRM and email, and standard web hosting and analytics infrastructure. Each of these providers operates under their own privacy policies and data protection standards.

We do not integrate with advertising platforms, social media tracking pixels, or any third-party tool designed to follow you across the web. We do not have a Facebook Pixel, Google Ads remarketing tag, or similar tracking technology on this site.

Any third-party service we use is selected based on their data handling practices and our confidence that they will treat your information with the same care we do.

05 — Policy Updates

When This
Policy Changes.

We may update this privacy policy from time to time as our operations evolve or as legal requirements change. When we do, the updated version will be posted at this URL with a revised effective date at the top of the page.

We will not make material changes to how we handle your data without providing notice. If you have an active relationship with our investor relations team at the time of a significant change, we will notify you directly by email.

Your continued use of this website following any update constitutes your acknowledgment of the revised policy. If you have questions about any change, reach out to us directly.

Questions About
Your Privacy?

We are reachable at info@dgfinancialgroup.net. If you have a specific concern about your data, include "Privacy Request" in the subject line and we will prioritize your response.

This policy applies to dgfinancialgroup.net and all associated subdomains. Last updated March 2026.