Privacy Policy

Last Modified: August 25, 2025

Equisource Holdings Corp. (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting it through this Privacy Policy.

This Privacy Policy describes the types of information we may collect from you or that you may provide when you visit www.equisourceholdings.com (the “Website”) and our practices for collecting, using, maintaining, protecting, and disclosing that information.


Information We Collect

We may collect several types of information from and about users of our Website, including:

  • Personal Information such as your name, email address, phone number, mailing address, date of birth, Social Security number, or other government-issued identification.
  • Financial Information such as bank account or payment details, investment amounts, accreditation status, and tax identification numbers when participating in an offering.
  • Technical Information such as IP addresses, browser type, operating system, and usage details collected through cookies or similar tracking technologies.

How We Use Your Information

We use the information we collect for purposes including:

  • To provide access to the Website and its features.
  • To communicate with you about offerings, updates, or inquiries.
  • To process transactions and verify eligibility for participation in investment offerings.
  • To comply with securities laws, regulatory requirements, and our corporate obligations.
  • To improve the Website and personalize your experience.

Special Provisions for Regulation A and Regulation D Investors

If you participate in a securities offering conducted by Equisource Holdings Corp. under Regulation A or Regulation D, we may collect and use additional personal and financial information for compliance purposes. This may include:

  • Investor Qualification: Collecting income, net worth, and accreditation status information as required by law.
  • KYC/AML Compliance: Verifying your identity through government-issued identification, Social Security number or tax ID, and screening against OFAC and other compliance databases.
  • Escrow and Transfer Agent Services: Sharing your information with third-party escrow providers, broker-dealers, funding platforms, and registered transfer agents in order to process subscriptions, issue shares, and maintain shareholder records.
  • Regulatory Reporting: Providing required information to the U.S. Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA), and other applicable regulators.
  • Tax Reporting: Using your information to comply with federal and state tax reporting obligations, including issuance of IRS Forms 1099 or K-1 if applicable.

By participating in our offerings, you consent to the collection, use, and disclosure of your personal information for these compliance purposes.


Disclosure of Your Information

We may disclose your information:

  • To our subsidiaries and affiliates.
  • To contractors, service providers, and professional partners (such as broker-dealers, escrow agents, accountants, auditors, and transfer agents).
  • To comply with any court order, law, or regulatory request.
  • To enforce our Terms of Use.
  • In connection with a merger, acquisition, restructuring, or sale of Company assets.

We do not sell your personal information to third parties.


Cookies and Tracking

Our Website may use cookies and similar technologies to collect information about your browsing activities. You can adjust your browser settings to refuse cookies, but some Website features may not function properly without them.


Data Security

We use reasonable administrative, technical, and physical safeguards to protect your personal information. However, no method of transmission over the Internet or electronic storage is completely secure.


Data Retention

We retain personal and investment-related information for as long as necessary to:

  • Provide services and maintain shareholder records.
  • Fulfill contractual obligations.
  • Comply with securities, corporate, and tax laws.

Your Choices

  • You may opt out of marketing emails by following the unsubscribe link in our messages.
  • You may request access to, correction of, or deletion of your information by contacting us (see below). Certain legal obligations may limit our ability to delete records related to securities transactions.

Children’s Privacy

Our Website is not intended for individuals under 18 years of age. We do not knowingly collect information from children under 18.


Changes to This Policy

We may update this Privacy Policy from time to time. All changes are effective immediately when posted.


Governing Law

This Privacy Policy is governed by the laws of the State of Florida.


Contact Information

If you have questions about this Privacy Policy or our practices, please contact us:

Equisource Holdings Corp.
12815 Emerald Coast Parkway, Suite 108
Miramar Beach, FL 32550
Phone: 850-665-3335
Email: investors@equisourceholdings.com