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Privacy Policy
SOFX Privacy Policy Effective date: July 13th, 2026 Last updated: July 14th, 2026
This Privacy Policy explains how SOFX Inc. ("SOFX," "we," "us," or "our") collects, uses, and shares information when you visit sofx.com (the "Site"), subscribe to The SOFX Report or SOFX PRO (the "Newsletter"), or otherwise interact with us (together, the "Services"). SOFX Inc. is a [South Carolina corporation] and is the controller of the personal information described here.We use beehiiv, Inc. to host our Site and deliver our Newsletter. beehiiv processes personal information on our behalf as our service provider and processor.
Information you provide to us:
Email address (required to subscribe).
Name and any details you choose to give us, including replies to our emails, survey and poll responses, and messages you send us.
If you become a paid SOFX PRO member: billing details processed by our payment processor. We do not store full payment card numbers.
Information we collect automatically:
Device and connection data such as IP address, browser type, operating system, and general location.
Usage data such as pages viewed, links clicked, emails opened, and referring URLs.
Cookies and similar technologies (see Section 4).
Information from third parties:
Our email, analytics, advertising, and payment providers may give us information about your interactions (for example, opens, clicks, and payment status).
We use personal information to:
Deliver, maintain, and improve the Services, including sending The SOFX Report and SOFX PRO editions.
Process payments and manage SOFX PRO memberships, including renewals and cancellations.
Personalize content and understand what our readers value.
Communicate with you, respond to inquiries, and provide support.
Measure and analyze performance and reach.
Market our Services and, where permitted, deliver relevant advertising.
Maintain security, prevent fraud and abuse, and comply with legal obligations.
Legal bases (for readers in the EU, EEA, and UK): we process personal information on the basis of your consent, performance of a contract with you, our legitimate interests in operating and improving the Services, and compliance with legal obligations.
We and our partners use cookies, pixels, tags, and similar technologies. We group them as:
Strictly necessary: required to run the Site and deliver core functions.
Functional: remember your preferences.
Analytics: help us understand usage. We use Google Analytics (provided by Google LLC).
Advertising: support marketing and measurement. We use the Meta Pixel (provided by Meta Platforms, Inc.).
When our cookie banner is enabled, non-essential cookies (analytics and advertising) load only after you accept them, and you can change your choices at any time through the banner or your browser settings. We honor recognized opt-out preference signals, including the Global Privacy Control (GPC), where required by law.The Meta Pixel and Google Analytics may collect your IP address, device information, and activity on our Site, and share it with Meta and Google. Transmitting information to Meta for advertising may be considered a "sale" or "sharing" of personal information under certain state laws. See Sections 6 and 7 for how to opt out.
We do not sell your personal information for money. We share personal information with:
Service providers and processors who operate the Services for us, including beehiiv (hosting and email), Stripe (payment processing), Google (analytics), and Meta (advertising and measurement).
Advertising and analytics partners as described in Section 4. Sharing with advertising partners may qualify as a "sale" or "sharing" under state privacy laws.
Legal and safety recipients when we believe disclosure is required by law, legal process, or to protect rights, safety, and property.
Business transfers in connection with a merger, acquisition, financing, or sale of assets.
Email: every email includes an unsubscribe link. You can opt out of marketing emails at any time. We will process opt-outs promptly and no later than 10 business days.
Cookies: use the cookie banner or your browser settings to manage non-essential cookies.
Do Not Sell or Share: you can opt out of the "sale" or "sharing" of your personal information for targeted advertising through our Do Not Sell or Share My Personal Information page, or by enabling GPC in your browser.
Analytics: you can opt out of Google Analytics using Google's browser add-on, and manage Meta advertising through your Meta account settings.
Depending on your state of residence (including, among others, California, Virginia, Colorado, Connecticut, Texas, Oregon, and others with comprehensive privacy laws in effect), you may have the right to:
Know and access the personal information we hold about you.
Correct inaccurate personal information.
Delete your personal information.
Obtain a portable copy of your personal information.
Opt out of the sale or sharing of your personal information and of targeted advertising.
Opt out of certain profiling.
Not be discriminated against for exercising your rights.
How to exercise your rights: email us at [[email protected]] or use the request options on our Site. We will verify your request and respond within the time required by your state's law. You may appeal a denial by replying to our decision, and where applicable you may contact your state Attorney General.California: you have the rights above under the CCPA/CPRA, including the right to limit the use of sensitive personal information where applicable. We do not knowingly sell or share the personal information of consumers under 16 without authorization.
If you access the Services from the EU, EEA, or UK, you have the rights of access, rectification, erasure, restriction, portability, and objection, and the right to withdraw consent and lodge a complaint with your supervisory authority. Where we transfer personal information to the United States, we rely on appropriate safeguards such as Standard Contractual Clauses. To exercise these rights, contact [email protected].
We keep personal information for as long as needed to provide the Services and for legitimate business and legal purposes.While you are subscribed, we retain the information described in this policy to deliver the Newsletter and to manage your account or membership.After you unsubscribe, are blocked, bounce, or file a spam complaint, we retain your email address and a record of that status on a suppression list. We do this specifically so we can honor your choice and avoid contacting you again, which anti-spam and data-protection laws require. We may keep this limited record for as long as necessary to serve that purpose.We delete or de-identify other personal information once we no longer need it. If you ask us to remove your email address from our suppression list, we will, but doing so means you could be added to our lists again in the future.
We use reasonable administrative, technical, and physical safeguards to protect personal information. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
The Services are intended for adults and are not directed to children. We do not knowingly collect personal information from anyone under 16. If you believe a child has provided us information, contact [[email protected]] and we will delete it.
Our Services may link to third-party sites and content we do not control. Their privacy practices are governed by their own policies.
We may update this Privacy Policy from time to time. We will post the updated version with a new effective date and, where required, notify you.
SOFX Inc. 997 Morrison Dr., Suite 200, Charleston, SC 29403
Email: [email protected]
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