Version 1.2 • Effective April 9, 2025

Stock Options Made Simple (“SOMS,” “we,” “our,” or “us”) respects your privacy and is committed to protecting it through this Privacy Policy. This policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our platform, or engage with our services. Please read this policy carefully to understand our views and practices regarding your personal data and how we will treat it.

1. Information We Collect

We collect various types of information in connection with the services we provide, including:

• Personal Identification Information: Name, email address, mailing address, phone number, and other contact details.
• Payment Information: Billing details, including credit card information, processed securely through third-party platforms such as Stripe and Circle.
• Technical Data: Internet Protocol (IP) address, browser type and version, time zone setting, browser plug-in types and versions, operating system and platform, and other technology on the devices you use to access our services.
• Usage Data: Information about how you use our website, products, and services, including the full Uniform Resource Locators (URL) clickstream to, through, and from our site.
• Marketing and Communications Data: Your preferences in receiving marketing from us and your communication preferences.

2. How We Collect Information

We use different methods to collect data from and about you including through:

• Direct Interactions: You may provide us with your personal data by filling in forms or by corresponding with us by post, phone, email, or otherwise.
• Automated Technologies or Interactions: As you interact with our website, we may automatically collect Technical Data about your equipment, browsing actions, and patterns. We collect this personal data by using cookies, server logs, and other similar technologies.
• Third Parties or Publicly Available Sources: We may receive personal data about you from various third parties, including analytics providers, advertising networks, and search information providers.

3. Use of Your Information

We use the information we collect about you to:

• Provide and Manage Our Services: Including registering you as a new customer, processing payments, and delivering the services you request.
• Manage Our Relationship with You: Notifying you about changes to our terms or privacy policy, asking you to leave a review, or take a survey.
• Improve Our Services: Administering and protecting our business and website (including troubleshooting, data analysis, testing, system maintenance, support, reporting, and hosting of data).
• Personalize User Experience: Delivering relevant website content and advertisements to you and measuring or understanding the effectiveness of the advertising we serve to you.
• Marketing and Promotions: Making suggestions and recommendations to you about goods or services that may be of interest to you.

4. Disclosure of Your Information

We may share your personal data with:

• Service Providers: Third parties who perform services on our behalf, including payment processing, data analysis, email delivery, hosting services, customer service, and marketing assistance.
• Professional Advisers: Including lawyers, bankers, auditors, and insurers who provide consultancy, banking, legal, insurance, and accounting services.
• Regulatory Authorities: HM Revenue & Customs, regulators, and other authorities who require reporting of processing activities in certain circumstances.
• Business Transfers: In the event of a merger, sale, or acquisition of company assets, your personal data may be transferred.

5. Data Security

We have implemented appropriate security measures to prevent your personal data from being accidentally lost, used, or accessed in an unauthorized way, altered, or disclosed. In addition, we limit access to your personal data to those employees, agents, contractors, and other third parties who have a business need to know.

6. Data Retention

We will only retain your personal data for as long as necessary to fulfill the purposes we collected it for, including satisfying any legal, accounting, or reporting requirements.

7. Your Legal Rights

Under certain circumstances, you have rights under data protection laws in relation to your personal data, including the right to:

• Request Access: To your personal data.
• Request Correction: Of the personal data that we hold about you.
• Request Erasure: Of your personal data.
• Object to Processing: Of your personal data where we are relying on a legitimate interest.
• Request Restriction of Processing: Of your personal data.
• Request Transfer: Of your personal data to you or to a third party.
• Withdraw Consent: At any time where we are relying on consent to process your personal data.

If you wish to exercise any of the rights set out above, please contact us at hello@lindseybruckbauer.com.

8. Third-Party Links

Our website may include links to third-party websites, plug-ins, and applications. Clicking on those links or enabling those connections may allow third parties to collect or share data about you. We do not control third-party websites and are not responsible for their privacy statements. When you leave our platform, we encourage you to read the privacy policy of every website you visit.

9. Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your experience and gather data about how users interact with the site.

We use cookies to:

• Keep you logged into the platform
• Track your progress through lessons, quizzes, and dashboards
• Analyze site traffic and engagement
• Customize marketing messages and promotions

You can adjust your browser settings to refuse cookies or alert you when cookies are being used. Note: Disabling cookies may affect some features or functionality.

10. Children’s Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal data from children. If we become aware that we have inadvertently received data from a user under 18, we will delete it promptly.

11. International Users

If you are accessing the Services from outside the United States, be aware that your data may be transferred to, stored in, and processed in the U.S. By using SOMS, you consent to this transfer and processing.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. If we make material changes, we will notify you via email or through the platform.

Your continued use of SOMS after such changes indicates your agreement to the updated policy.

13. Contact Us

If you have any questions or concerns about this Privacy Policy, or if you would like to exercise your data rights, please contact us at:  hello@lindseybruckbauer.com

Consent

By using SOMS, you consent to the collection, use, and disclosure of your information as described in this Privacy Policy.