Privacy Policy & Consent
This privacy policy is intended to provide detailed information about the privacy and security of information submitted through northsquarecapital.com and any other websites owned and operated by North Square Capital, LLC, a Massachusetts Limited Liability Company (together, “we” and “us”). You acknowledge that this Privacy Policy is part of our Terms and Conditions of Use and, by accessing or using our sites or services, agree to be bound by its terms and conditions. If you do not agree to these terms, please do not access or use our sites or services.
We reserve the right to change this Privacy Policy at any time. Changes, modifications, additions, or deletions shall be effective upon notice, which may be provided by email or by posting the revised policy on this page. Your continued use of the sites after modifications constitutes acknowledgment and acceptance of the modified policy.
You acknowledge that it is your responsibility to maintain a valid email address as a registered user, review this site and this policy periodically, and to be aware of any modifications. We and our service providers may be located in the United States. If you reside outside the United States, you acknowledge that personally identifiable information will be transferred to the United States and stored there under United States privacy standards. Each time you utilize the sites or services and provide information to us, you consent to that transfer and acknowledge that governments, courts, law enforcement, or regulatory agencies in the United States may be able to obtain disclosure of that information through United States laws.
We and our service providers may be located in the United States. If you reside outside the United States, you acknowledge that personally identifiable information may be transferred to and stored in the United States under applicable U.S. privacy standards.
Minors
Neither the sites nor the services are directed to persons under 18, and we request that minors not provide information to North Square Capital. We do not knowingly collect personally identifiable information from children under 18 without parental consent. If we become aware that a child under 18 has provided such information without parental consent, we will delete it from our files and terminate that individual's use of our services.
If a parent or guardian becomes aware that a child has provided us with personally identifiable information without consent, that parent or guardian should contact us at rnatale@northsquarecapital.com.
Information We May Collect & How We May Use It
Contact information is collected directly from you. Information may include a first and last name, home or other physical address, email address, telephone or cellphone number, investor status, and investing interests. We may collect this information when you complete a questionnaire, request a guide, register for an event or webinar, or submit another form through a site or service.
We may also collect this information when you register in our community at northsquarecapital.com, provide information to one of our team members, or provide information about another person, such as through a refer-a-friend program or an attendee's spouse or friend.
We may use contact information to provide information about webinars, live events, newsletters, products, company updates, policy changes, and other communications we believe may be of value. If you initially consent to receive communications and later wish to change your preference, contact us at rnatale@northsquarecapital.com.
Persons who supply telephone numbers may receive telephone contact regarding event opportunities, products, services, webinars, or other updates. If you do not wish to receive phone calls in the future, please let us know.
Updating Your Contact Information
To update or correct contact information you have provided, email rnatale@northsquarecapital.com.
Why We Collect Information
We collect, use, and disclose information to provide and administer communications, deliver an appropriate site and service experience, understand which products, services, or educational opportunities may be relevant, and communicate with you. Personal information will be used or disclosed for the purposes described in this policy and as otherwise authorized or required by law.
We gather, use, and disclose information that allows us to provide and administer newsletter communications, provide an optimal experience with the sites and services, and better understand which products, services, or event opportunities may be of interest to you.
How We May Share Information We Collect
We do not sell, license, lease, or otherwise disclose personal information to third parties except as described in this policy. Information may be shared with agents or contractors that support our internal operations, and we take reasonable steps to require those parties to keep personal information confidential and follow appropriate privacy procedures.
Information may also be disclosed when legally required, at the request of governmental authorities conducting an investigation, to verify or enforce compliance with site policies and applicable laws, or to protect against misuse or unauthorized use of a site.
If our information practices materially change in the future, we will disclose the new purpose by posting policy changes on the sites and, if requested, by providing a copy of the revised policy at the primary email address you provide. Every time you use or visit the sites, it will be presumed that you have reviewed and accepted the then-current Privacy Policy.
Links
Our sites may contain links to websites that we do not control. This Privacy Policy does not apply to linked websites. You should review the privacy policy of each linked website. Linking to a third-party website does not constitute an endorsement, authorization, representation, or affiliation.
Security
We seek to use reasonable organizational, technical, and administrative measures to protect information. No transmission over the Internet or a wireless network can be guaranteed to be completely secure. While we strive to protect personally identifiable information, you acknowledge that security and privacy limitations beyond our control may affect information exchanged through a site.
Accordingly, you acknowledge that there are security and privacy limitations of the Internet beyond our control; the security, integrity, and privacy of information exchanged between you and the sites cannot be guaranteed; and information may be viewed or tampered with in transit by a third party.
If you have reason to believe that an interaction with us is no longer secure, please notify us immediately at rnatale@northsquarecapital.com.
Privacy Policy Updates
Material changes to this Privacy Policy will be posted on our sites. We may also attempt to provide notice using the email address submitted to us. Continued use of the sites after a revised policy is posted constitutes acceptance of the then-current policy.
We are not responsible for you receiving any email notice. You agree to accept the electronic posting of a revised Privacy Policy on the website as notice to you. The effective date of the policy appears at the bottom of this page.
Contact Us
Questions regarding this policy should be directed in writing to rnatale@northsquarecapital.com.
Effective date: January 1, 2026.