IAM Finance Group

Privacy Policy

Effective August 7, 2026

Scope

This Privacy Policy describes how International Asset Management Financial Group LLC, operating under the IAM Finance Group brand (“IAM,” “we,” “us,” or “our”), handles personal information associated with this website and with inquiries made by email or phone.

Information we receive

You may choose to provide information such as your name, company, email address, phone number, industry, financing objective, timing, and details about your business need.

How the website inquiry form works

The current website form prepares an email in your own email application. The website does not transmit the form to, or store it in, a website database. Information reaches IAM only after you review and send the email.

Technical information

Our hosting and security providers may automatically process standard technical information such as IP address, browser or device type, requested pages, timestamps, and security events to deliver, protect, and maintain the website.

Cookies and analytics

IAM does not currently use advertising cookies, analytics pixels, or behavioral tracking tools on this website. The hosting platform may use cookies or similar technologies that are necessary to provide security, access control, and core site functionality.

How information is used

We may use information you provide to respond to inquiries, understand a potential financing need, communicate about requested services, coordinate with relevant professional or financing relationships, maintain business records, protect against misuse, and comply with applicable legal obligations.

Please do not send tax identification numbers, bank account credentials, complete financial statements, or other highly sensitive documents through the initial website inquiry.

When information may be shared

IAM does not sell personal information. We may share information with service providers supporting our operations; with professional advisors; with financing sources when appropriate to evaluate or pursue a requested transaction; when you direct or authorize us to do so; or when disclosure is required or permitted by law.

Before detailed financial or transaction information is provided to a financing source, IAM may discuss the anticipated process and information requirements with you.

Retention and security

We retain inquiry and business information for as long as reasonably necessary for the purpose for which it was received, to maintain appropriate business records, resolve disputes, or meet legal obligations. Retention periods may vary depending on the nature of the relationship and information.

IAM uses reasonable administrative and technical measures appropriate to the information handled. No method of electronic transmission or storage can be guaranteed to be completely secure.

Your choices and privacy requests

You may choose not to provide personal information through the website. Depending on applicable law, you may have rights concerning access to, correction of, or deletion of certain personal information. To make a request, email us using the address below. We may need to verify your identity before completing a request.

Children’s privacy

This website is intended for business users and is not directed to children under 13. IAM does not knowingly solicit personal information from children through this website.

Policy updates

We may update this policy as our website, services, or legal obligations change. The effective date above will identify the current version.

Contact

Questions or requests regarding this policy may be directed to hello@iamfinancegroup.com or (786) 322-6656.