Privacy Policy

Effective Date: 9/16/2026

InfoGate Financial LLC, including the Investment Bank Academy (“InfoGate Financial,” “Investment Bank Academy,” “we,” “us,” or “our”), respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, purchase or use our products or services, participate in the Investment Bank Academy, communicate with us, or otherwise interact with us.

1. Information We Collect

We may collect personal information that you provide directly to us, information generated through your use of our Services, and certain information collected automatically when you use our website.

Depending on how you interact with us, the information we collect may include:

• Your name, email address, telephone number, mailing address, and other contact information.
• Account information, login information, and course enrollment information.
• Billing information, transaction details, payment status, and information related to purchases or installment payments.
• Information submitted through forms, questionnaires, surveys, scheduling tools, email, or other communications with us.
• Resume information, LinkedIn profile information, behavioral interview answers, recruiting preferences, career goals, availability, target firm information, and other materials you voluntarily submit for coaching, review, or personalized Services.
• Course progress, participation information, appointment history, coaching activity, and other information associated with your use of the Investment Bank Academy.
• Internet and device information such as your IP address, browser type, device type, operating system, referring website, pages viewed, approximate geographic information derived from your IP address, and interactions with our website.
• Information collected through cookies, pixels, analytics technologies, and similar technologies.

We do not require you to provide personal information merely to browse most portions of our website. However, certain information is necessary if you choose to create an account, purchase a product or service, enroll in the Investment Bank Academy, schedule a session, request personalized assistance, or otherwise use certain features of our Services.

2. Payment Information

Payments are processed through third-party payment providers. We may receive information regarding your purchase, payment status, billing information, transaction history, and the payment method used, but complete payment card information is generally processed directly by the applicable payment provider rather than stored by InfoGate Financial LLC.

Your use of a third-party payment provider is also subject to that provider’s privacy and security practices.

3. How We Use Information

We may use the information we collect to:

• Provide, administer, and improve the Investment Bank Academy and our other products and services.
• Create and manage participant accounts and course access.
• Process purchases and administer installment payment plans.
• Provide personalized coaching, resume feedback, interview preparation, recruiting guidance, target firm recommendations, networking support, CRM resources, and other Services purchased by participants.
• Schedule and conduct coaching sessions, mock interviews, mock networking calls, tutoring sessions, and other appointments.
• Respond to questions, support requests, and other communications.
• Send administrative, account, payment, scheduling, course, and service-related communications.
• Send newsletters, educational content, promotions, and other marketing communications where permitted by law.
• Analyze website traffic, user behavior, marketing performance, and the effectiveness of our website and advertising.
• Improve our website, curriculum, products, Services, communications, and user experience.
• Detect, investigate, prevent, or address fraud, abuse, unauthorized access, security incidents, or violations of our Terms of Service.
• Comply with applicable laws, legal obligations, court orders, or lawful government requests.
• Establish, exercise, or defend legal rights.

4. Marketing Communications

If you subscribe to our email list, request information, purchase a product or service, or otherwise provide your contact information where permitted by law, we may send you communications relating to the Investment Bank Academy, InfoGate Financial LLC, educational content, products, services, or promotions.

You may unsubscribe from marketing emails at any time by using the unsubscribe link included in the email or by contacting us.

Opting out of marketing communications will not prevent us from sending transactional or service-related communications that are necessary to administer your account, purchase, payment plan, appointments, or participation in the Services.

5. How We Disclose Information

We do not sell or rent your personal information for monetary consideration.

We may disclose information to third parties when reasonably necessary to operate our business or provide the Services, including:

• Payment processors.
• Website hosting and infrastructure providers.
• Course and learning-management platforms.
• Customer relationship management providers.
• Email and communication providers.
• Scheduling and video conferencing providers.
• Cloud storage and productivity providers.
• Analytics and website-performance providers.
• Advertising and marketing providers.
• Professional advisers, contractors, and service providers that assist us in operating our business.

These providers may process information on our behalf or receive information necessary to perform services for us.

We may also disclose information when reasonably necessary to comply with applicable law, respond to lawful requests, investigate fraud or misuse, protect the rights or safety of InfoGate Financial LLC or others, enforce our agreements, or defend against legal claims.

If InfoGate Financial LLC is involved in a merger, acquisition, financing, sale of assets, reorganization, or similar business transaction, information may be disclosed or transferred as part of that transaction, subject to applicable law.

6. Analytics and Advertising

We may use analytics, advertising, conversion-tracking, and similar technologies to understand how visitors use our website, evaluate advertising campaigns, measure conversions, improve our marketing, and better understand how users discover and interact with our Services.

These technologies may collect information such as your IP address, device and browser information, pages viewed, referring source, advertising or campaign information, and interactions with our website.

Third-party analytics and advertising providers may use cookies or similar technologies in accordance with their own privacy policies.

7. Cookies and Similar Technologies

Our website may use cookies, pixels, local storage, and similar technologies. These technologies may be used to:

• Operate essential website functionality.
• Remember preferences and account information.
• Understand website traffic and usage.
• Measure the performance of marketing campaigns.
• Improve website performance and user experience.
• Help provide relevant advertising or marketing.

You may be able to control or disable certain cookies through your browser settings. Disabling cookies may cause certain portions of the website or Services to function improperly.

Where required by applicable law, additional choices regarding cookies or advertising technologies may be provided.

8. Third-Party Websites and Services

Our website and Services may contain links to third-party websites, employers, recruiting platforms, articles, tools, social media services, or other external resources.

We may also use third-party services for payment processing, scheduling, course delivery, communications, analytics, advertising, CRM functionality, or other business functions.

Information you provide directly to a third party is governed by that third party’s privacy policy and practices. We do not control and are not responsible for the privacy, security, content, or practices of third-party websites or services.

9. Student and Coaching Materials

Participants may voluntarily provide resumes, LinkedIn information, behavioral interview answers, recruiting preferences, schedules, career goals, target firm information, networking information, and other materials in connection with personalized Investment Bank Academy Services.

We use this information to provide the Services requested by the participant, including reviewing materials, providing feedback, preparing recruiting resources, providing coaching, and personalizing the participant’s experience.

Participants should not submit sensitive personal information that is unnecessary for the Services, such as Social Security numbers, government identification numbers, bank account credentials, passwords, medical records, or other highly sensitive information unless specifically requested and reasonably necessary.

10. Data Retention

We retain personal information for as long as reasonably necessary to provide the Services, maintain business and financial records, comply with legal obligations, resolve disputes, enforce agreements, prevent fraud or abuse, and protect our legitimate business interests.

Different categories of information may be retained for different periods depending on the purpose for which the information was collected and applicable legal requirements.

Information associated with a participant’s course account, CRM, submissions, progress, or personalized Services may be deleted or become unavailable after the participant’s access period expires.

11. Data Security

We use reasonable administrative, technical, and organizational measures designed to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure.

However, no website, internet transmission, electronic storage system, or method of communication can be guaranteed to be completely secure. Accordingly, we cannot guarantee the absolute security of information.

12. Your Privacy Choices and Rights

You may contact us to request that we review, correct, or delete personal information that you have provided to us.

Depending on your place of residence and the applicability of relevant law, you may also have rights regarding your personal information, which may include rights to:

• Confirm whether we process personal information about you.
• Access certain personal information we maintain about you.
• Correct inaccurate personal information.
• Request deletion of certain personal information.
• Obtain a portable copy of certain information.
• Opt out of certain uses of personal information where applicable.
• Appeal certain decisions regarding a privacy request where required by law.

These rights are subject to applicable legal exceptions and may not apply in every jurisdiction or circumstance.

We may take reasonable steps to verify your identity before processing a privacy request.

To submit a privacy request, contact us using the information provided at the end of this Privacy Policy.

13. Children and Minors

Our website and Services are not directed to children under the age of 13, and we do not knowingly collect personal information directly from children under 13.

If we become aware that personal information has been collected from a child under 13 in circumstances requiring parental consent, we will take reasonable steps to delete the information as required by applicable law.

Participants under the age of 18 should have a parent or legal guardian purchase or authorize their participation in the Investment Bank Academy as described in our Terms of Service.

14. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our business practices, Services, technology, legal requirements, or other circumstances.

When we update this Privacy Policy, we may revise the Effective Date displayed at the top of the policy. Where required by applicable law, we will provide additional notice of material changes.

15. Contact Information

If you have questions about this Privacy Policy, wish to exercise an applicable privacy right, or want to update information you have provided to us, you may contact:

InfoGate Financial LLC
Investment Bank Academy
Email: nneitlich@infogatefinancial.com
Email: contact@infogatefinancial.com
Phone: (941) 929-3560