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Privacy Policy

Last updated: January 2026

At Uplift Investing, we are committed to protecting your privacy and personal information. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website or use our services.

Information We Collect

We may collect personal information including but not limited to your name, email address, phone number, financial information, and investment preferences when you:

• Fill out forms on our website
• Contact us for consultations
• Subscribe to our newsletters
• Use our investment services

How We Use Your Information

We use the collected information to provide and improve our investment services, communicate with you about your accounts, send relevant financial updates, and comply with legal requirements.

Information Security

We implement appropriate security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet is 100% secure.

Contact Us

If you have any questions about this Privacy Policy, please contact us at [email protected]

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Terms of Service

Last updated: January 2026

Welcome to Uplift Investing. These Terms of Service govern your use of our website and investment services.

Acceptance of Terms

By accessing and using our services, you accept and agree to be bound by the terms and provision of this agreement.

Investment Services

Our investment advisory services are provided based on the information you provide to us. All investment decisions carry risk, and past performance does not guarantee future results.

Client Responsibilities

Clients are responsible for providing accurate and complete information, reviewing all documents and statements, and making informed decisions about their investments.

Limitation of Liability

Uplift Investing shall not be liable for any indirect, incidental, special, consequential, or punitive damages resulting from your use of our services.

Governing Law

These terms shall be governed by and construed in accordance with the laws of the State of Texas, without regard to its conflict of law provisions.

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Investment Disclaimer

Important Investment Information

The information provided by Uplift Investing is for educational and informational purposes only and should not be construed as personalized investment advice.

Risk Disclosure

All investments involve risk, including the potential loss of principal. Past performance does not guarantee future results. The value of investments and the income derived from them can go down as well as up.

No Guarantee

We do not guarantee the accuracy, completeness, or timeliness of any information provided. Investment decisions should be made based on your own research and consultation with qualified financial advisors.

Professional Advice

Before making any investment decisions, please consult with a qualified financial advisor who can assess your individual circumstances and risk tolerance.

Regulatory Information

Uplift Investing is committed to operating in compliance with all applicable securities laws and regulations. Please review all relevant documentation before investing.