Privacy Policy — AMERICAN RE TAX INVESTMENTS LLC

Last Updated: September 22, 2026

This Privacy Policy describes the practices of AMERICAN RE TAX INVESTMENTS LLC, an investment and fiduciary services company with its principal office at 915 Doyle Rd Ste 303, Deltona, FL 32725, United States ("AMERICAN RE TAX INVESTMENTS," "we," "us," or "our"). It applies to information collected through our website at www.americanre.shop, by phone and email, and in the course of providing investment, advisory, management, and fiduciary services. By using this Site or engaging our services, you acknowledge the practices described below.

1. Information We Collect

Information you provide

Contact details: name, email address, telephone number, and organizational affiliation when you contact us or propose an engagement;
Engagement information: investment objectives, financial circumstances, mandate terms, and documentation you supply for advisory, management, trust, escrow, or transfer-agency work;
Identity and compliance data: where required by law or contract — identification documents, taxpayer information, and know-your-customer materials collected through appropriate secure channels;
Communications: emails, call notes, meeting records, and correspondence with our team.

Information collected automatically

Technical logs: IP address, browser type, device characteristics, referring pages, and timestamps recorded by standard web server logs;
Cookies: limited cookies or similar technologies for site functionality and aggregate usage measurement. See Section 5.

2. How We Use Information

To evaluate, propose, and perform investment, advisory, fund and portfolio management, trust, escrow, custody, and transfer-agency services;
To administer mandates, trusts, estates, and accounts, including reporting, recordkeeping, and distribution processing;
To communicate with you about inquiries, engagements, transactions, and regulatory or administrative notices;
To conduct identity verification, fraud prevention, and anti-money-laundering screening where required;
To comply with legal, tax, fiduciary, and recordkeeping obligations;
To protect the security and integrity of our systems and client assets;
To send optional communications you have requested — you may opt out at any time.

3. How We Share Information

We do not sell personal information. We disclose information only in these circumstances:

Transactional counterparties: custodians, brokers, transfer agents, escrow parties, clearing organizations, trustees, and counsel as needed to execute services you have engaged us for;
Regulators and legal process: securities, tax, and other authorities, courts, or law enforcement where required by law, subpoena, or examination;
Service providers: vendors providing hosting, email, accounting, compliance, or records services under confidentiality obligations;
Business transfers: in a merger, acquisition, or asset sale, subject to this Policy's protections;
At your direction or with your consent.

4. Confidentiality of Client and Estate Records

Records relating to trusts, estates, escrowed assets, and client portfolios are confidential and handled under the governing agreement and applicable fiduciary standards. Access is limited to personnel with a need to know for the engagement.

5. Cookies and Site Technologies

The Site may use cookies for essential functionality and aggregate analytics. You can refuse or delete cookies via browser settings without losing access to substantive content. We do not use tracking technologies to sell data or profile visitors for third-party advertising.

6. Data Retention

We retain information for as long as needed for the purposes in this Policy and to satisfy legal, tax, fiduciary, and recordkeeping obligations — including trust and securities-records retention periods — after which records are securely destroyed or anonymized.

7. Data Security

We maintain administrative, technical, and physical safeguards appropriate to a financial services firm — access controls, encrypted transmission for sensitive materials, segregation of fiduciary records, and least-privilege access. No system is perfectly secure; we will notify affected parties of any breach as required by law.

8. Your Rights and Choices

Depending on your jurisdiction, you may have rights to access, correct, or delete personal information we hold about you, subject to legal and contractual retention obligations, and to opt out of non-essential communications. Contact us using Section 10 to exercise these rights.

9. Children's Privacy

The Site and our services are intended for adults and institutions. We do not knowingly collect personal information from children under 13 through the Site. Beneficiary data relating to minors within trust administrations is processed solely under the governing trust documents and applicable law.

10. Changes to This Policy

We may update this Policy periodically. The "Last Updated" date reflects the current version; continued use of the Site after an update constitutes acceptance.

11. Contact

Mail: AMERICAN RE TAX INVESTMENTS LLC, 915 Doyle Rd Ste 303, Deltona, FL 32725, United States
Phone: +1 (442) 404-8840
Email: li.k@americanre.shop