PRIVACY POLICY

Last update: June 2026

AGREEMENT TO THIS PRIVACY POLICY

Dans Money Media Inc., operating under the trade names "The MoneyMan," "The Money Man Report," and "The Money Man Institute" (collectively, "Company," "we," "us," or "our"), has prepared this Privacy Policy to describe our practices regarding the personal information we collect from users of our website http://www.themoneyman.com and any related products and services (collectively, the "Services").

Questions or concerns? Please contact us using the information in the "HOW CAN YOU CONTACT US" section below. If you do not agree with our policies and practices, please do not use our Services.

SUMMARY OF KEY POINTS

What personal information do we process? When you visit, use, or navigate our Services, we may process personal information depending on how you interact with the Services, the choices you make, and the products and features you use.

Do we process any sensitive personal information? We do not process sensitive personal information such as racial or ethnic origin, religious beliefs, health data, or biometric data.

Do we receive any information from third parties? We may receive information from public databases, marketing partners, social media platforms, and other outside sources.

How do we process your information? We process your information to provide, improve, and administer our Services, communicate with you, for security and fraud prevention, and to comply with law.

With whom do we share personal information? We may share information in specific situations and with specific third parties as described in this Policy.

What are your rights? Depending on where you are located, applicable privacy law may give you certain rights regarding your personal information. See the full policy for details.

WHAT INFORMATION DO WE COLLECT?

Personal information you disclose to us

We collect personal information that you voluntarily provide to us when you register on the Services, express an interest in obtaining information about us or our products and Services, when you participate in activities on the Services, or otherwise when you contact us. This may include:

•       Name and contact information (email address, phone number, mailing address)

•       Account credentials (username, password)

•       Payment and billing information (processed by third-party payment processors; we do not store full card numbers)

•       Communications and correspondence you send to us

•       Any other information you choose to provide

All personal information that you provide to us must be true, complete, and accurate, and you must notify us of any changes.

Information automatically collected

We automatically collect certain information when you visit, use, or navigate the Services. This information does not reveal your specific identity but may include:

•       IP address and general location data

•       Browser type and device characteristics

•       Operating system and language preferences

•       Referring URLs and pages visited

•       Date and time of your visit and other usage data

This information is primarily needed to maintain the security and operation of our Services and for our internal analytics and reporting purposes. Like many businesses, we also collect information through cookies and similar technologies (see the "COOKIES AND TRACKING TECHNOLOGIES" section below).

HOW DO WE PROCESS YOUR INFORMATION?

We process your personal information for the following purposes, depending on how you interact with our Services:

•       To provide, operate, and maintain the Services and your account

•       To process transactions and send related information, including purchase confirmations and invoices

•       To send administrative information, such as changes to our terms, conditions, and policies

•       To send marketing and promotional communications (where you have opted in or where permitted by law)

•       To respond to your inquiries and provide customer support

•       To personalize your experience and deliver content relevant to your interests

•       To analyze usage trends and improve the Services

•       To detect, prevent, and address fraud, security issues, and technical problems

•       To comply with legal obligations and enforce our legal terms

•       For other purposes with your express consent

Financial Data: Payment processing on the Services is handled by third-party payment processors (including PayPal and card networks). We do not store your full payment card number. Our use of financial data complies with applicable requirements including the Gramm-Leach-Bliley Act (GLBA) to the extent applicable.

Financial Content Disclaimer: Content delivered through the Services is for informational and entertainment purposes only and does not constitute financial, investment, or regulatory advice. Processing of your data in connection with financial content delivery does not create a regulated financial services relationship.

WHEN AND WITH WHOM DO WE SHARE YOUR PERSONAL INFORMATION?

We may share your personal information in the following situations:

•       Service Providers: We may share your information with third-party vendors and service providers that perform services on our behalf, such as payment processing, data analytics, email delivery, hosting, and customer service.

•       Business Transfers: We may share or transfer your information in connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business.

•       Affiliates: We may share your information with our affiliates, including any entities operating under the trade names The Money Man Report or The Money Man Institute, in which case we will require those affiliates to honor this Privacy Policy.

•       Business Partners: We may share your information with our business partners to offer you certain products, services, or promotions.

•       Legal Requirements: We may disclose your information where required by law, subpoena, or court order, or where we believe disclosure is necessary to protect our rights or the rights of others.

COOKIES AND TRACKING TECHNOLOGIES

We use cookies, web beacons, pixel tags, and similar tracking technologies to collect and store information about your interactions with our Services. These technologies help us:

•       Keep you logged in and remember your preferences

•       Understand how you use our Services (analytics)

•       Deliver targeted advertising and measure its effectiveness

•       Improve the performance and security of our Services

Types of cookies we use:

•       Strictly Necessary Cookies: Required for the Services to function. Cannot be disabled.

•       Performance/Analytics Cookies: Help us understand how visitors interact with the Services (e.g., Google Analytics).

•       Functional Cookies: Remember your preferences and settings.

•       Targeting/Advertising Cookies: Used to deliver relevant advertisements and track campaign effectiveness.

You can control cookie preferences through your browser settings. Most browsers allow you to refuse cookies or delete existing ones. Note that disabling certain cookies may affect the functionality of the Services.

California residents may opt out of the sale or sharing of personal information via cookies and tracking for advertising purposes. See the "CCPA PRIVACY RIGHTS" section below or contact us at [email protected].

DO-NOT-TRACK AND GLOBAL PRIVACY CONTROL SIGNALS

Most web browsers include a Do-Not-Track ("DNT") feature. No uniform standard for recognizing DNT signals has been finalized, and we do not currently respond to DNT signals.

California regulations require businesses to disclose whether they honor Global Privacy Control (GPC) signals. We currently do not alter our data practices in response to GPC signals, but California residents may exercise their opt-out rights directly as described in the CCPA section below. We will update this Policy if our practices change.

HOW DO WE HANDLE SOCIAL LOGINS?

Our Services may offer you the ability to register and log in using third-party social media account details (such as Facebook, Google, or Twitter). Where you choose to do this, we will receive certain profile information about you from your social media provider, which may include your name, email address, profile picture, and other information you have made public. We will use the information we receive only for the purposes described in this Privacy Policy. We do not control, and are not responsible for, other uses of your personal information by your social media provider.

IS YOUR INFORMATION TRANSFERRED INTERNATIONALLY?

Our servers are located in the United States. If you are accessing our Services from outside the United States, please be aware that your information will be transferred to, stored, and processed in the United States. By using the Services, you consent to this transfer.

If you are a resident in the European Economic Area (EEA) or United Kingdom (UK), please note that the United States may not have data protection laws as comprehensive as those in your country. However, we will take all necessary measures to protect your personal information in accordance with this Privacy Policy and applicable law.

HOW LONG DO WE KEEP YOUR INFORMATION?

We will only keep your personal information for as long as it is necessary for the purposes set out in this Privacy Policy, unless a longer retention period is required or permitted by law. General retention periods are as follows:

•       Account data: Retained for the duration of your account and deleted within 30 days of account termination upon request, subject to legal hold requirements.

•       Transaction and payment records: Retained for 7 years to comply with tax, accounting, and legal requirements.

•       Communications and support records: Retained for 3 years following resolution.

•       Analytics and usage data: Retained in aggregated or anonymized form for up to 24 months.

When we have no ongoing legitimate business need to process your personal information, we will either delete or anonymize it, or securely isolate it from further processing until deletion is possible.

DO WE COLLECT INFORMATION FROM MINORS?

We do not knowingly collect data from or market to children under 18 years of age. By using the Services, you represent that you are at least 18 years old or that you are the parent or guardian of a minor and consent to such minor's use of the Services. If we learn that personal information from users less than 18 years of age has been collected, we will deactivate the account and take reasonable measures to promptly delete such data. If you become aware of any data we may have collected from children under 18, please contact us at [email protected].

WHAT ARE YOUR PRIVACY RIGHTS?

Depending on your location, you may have the following rights regarding your personal information:

•       Right to access: Request a copy of the personal information we hold about you.

•       Right to correction: Request that we correct inaccurate or incomplete personal information.

•       Right to deletion: Request that we delete your personal information, subject to certain exceptions.

•       Right to restrict processing: Request that we limit how we use your data.

•       Right to data portability: Request your data in a portable, machine-readable format.

•       Right to object: Object to our processing of your personal information for certain purposes.

•       Right to withdraw consent: Where processing is based on consent, withdraw consent at any time without affecting prior lawful processing.

To exercise any of these rights, please contact us at [email protected] or 305-877-3313. We will respond within the timeframe required by applicable law (generally 30–45 days).

EEA and UK Residents:

If you are located in the EEA or UK and you believe we are unlawfully processing your personal information, you have the right to complain to your Member State data protection authority or the UK Information Commissioner's Office (ICO).

Swiss Residents:

You may contact the Federal Data Protection and Information Commissioner (FDPIC).

Account Information:

If you would like to review, update, or delete your account information, please contact us at [email protected] or 305-877-3313. Upon your request to terminate your account, we will deactivate or delete your account and information from our active databases, subject to any legal retention obligations.

CCPA PRIVACY RIGHTS — CALIFORNIA RESIDENTS

California residents have the following rights under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA):

•       Right to Know: You have the right to request that we disclose the categories and specific pieces of personal information we have collected about you, the categories of sources, our business purposes for collecting it, and the categories of third parties with whom we share it.

•       Right to Delete: You have the right to request deletion of your personal information, subject to certain exceptions.

•       Right to Correct: You have the right to request correction of inaccurate personal information.

•       Right to Opt-Out of Sale or Sharing: You have the right to opt out of the sale or sharing of your personal information for cross-context behavioral advertising. To opt out, contact us at [email protected] with the subject line "Do Not Sell or Share My Personal Information."

•       Right to Limit Sensitive Personal Information: We do not process sensitive personal information beyond what is necessary to provide the Services.

•       Right to Non-Discrimination: We will not discriminate against you for exercising any of your CCPA rights.

California Civil Code §1798.83 ("Shine The Light"): California residents may request, once per year and free of charge, information about personal information disclosed to third parties for their direct marketing purposes. Submit such requests in writing to the contact information below.

California residents under 18 with a registered account may request removal of content they publicly posted by contacting us at [email protected] with their email address and a statement that they reside in California.

DO WE MAKE UPDATES TO THIS POLICY?

Yes. We may update this Privacy Policy from time to time. The updated version will be indicated by an updated "Last Updated" date at the top of this Policy. If we make material changes, we will notify you either by prominently posting a notice or by sending you a direct notification. We encourage you to review this Policy frequently.

HOW CAN YOU CONTACT US ABOUT THIS POLICY?

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

Dans Money Media Inc.

DBA: The MoneyMan | The Money Man Report | The Money Man Institute

1400 McKinnery Street, Unit 2309, Houston, TX 77010

United States

Phone: 305-877-3313

Email: [email protected]

HOW CAN YOU REVIEW, UPDATE, OR DELETE YOUR DATA?

Based on applicable law, you may have the right to request access to, correction of, or deletion of your personal information. To submit a data subject access request (DSAR), please email [email protected] with the subject line "Data Subject Access Request" and include: (1) your full name; (2) email address associated with your account; (3) your specific request; and (4) proof of identity. We will respond within 30–45 days as required by applicable law.