Shareholder Portal

Privacy Policy

At Colorado BondShares (“we,” “our,” or “us”), we respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your data when you visit our website, coloradobondshares.com (the “Site”). Please read this policy carefully to understand our views and practices regarding your personal information.

By using the Site, you consent to the collection and use of your information as described in this Privacy Policy.

1. Information We Collect
We collect several types of information from and about users of our Site, including:

Non-Personal Information
We collect information about how you use our Site, including:

  • IP address
  • Browser type
  • Device identifiers
  • Pages visited and time spent on the Site
  • Traffic data and other communication data

2. How We Use Your Information
We use your information to provide, maintain, and improve our services, including to:

  • Respond to your inquiries and provide customer support.
  • Process and manage investment-related services.
  • Comply with legal and regulatory requirements.
  • Improve the functionality and content of our Site.
  • Conduct data analysis to enhance user experience.
  • We do not sell or share your personal information with third parties for marketing purposes.

3. Legal Basis for Processing (GDPR)
If you are a resident of the European Union, we rely on the following legal grounds for processing your data:

  • Consent: Where you have given clear consent for us to process your personal data for a specific purpose.
  • Contractual Necessity: To fulfill a contract with you or to take steps at your request before entering into a contract.
  • Legal Obligation: To comply with legal obligations, such as financial regulations.
  • Legitimate Interest: When it is necessary for our legitimate interests and does not override your rights.

4. Your Rights (Colorado and GDPR)
Under the Colorado Privacy Act (CPA) and GDPR, you have the following rights regarding your personal information:

  • Right to Access: You may request details about the information we hold about you.
  • Right to Correction: You may ask us to correct any inaccuracies in your data.
  • Right to Deletion: You can request the deletion of your personal data.
  • Right to Opt-Out: You have the right to opt out of targeted advertising, data sharing, and certain data processing activities.
  • Right to Data Portability: You can request a copy of your data in a portable format.
  • Right to Object: You can object to the processing of your personal data in certain circumstances.
  • To exercise these rights, please contact us by calling 303.572.6990.

5. How We Share Your Information
We do not sell your personal information. We may share your data with trusted third parties, including:

  • Service providers and business partners who assist us in operating the Site and providing services to you.
  • Government authorities, where required by law.
  • Financial institutions or investment advisors involved in managing your investments.
  • All third parties with whom we share your data are obligated to protect it in accordance with this Privacy Policy and applicable laws.

6. Data Security
We implement appropriate technical and organizational measures to protect your personal data from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or method of electronic storage is 100% secure. While we strive to protect your personal information, we cannot guarantee its absolute security.

7. Cookies and Tracking Technologies
We use cookies and similar technologies to track the activity on our Site and store certain information. Cookies help us to improve your experience on our Site by recognizing your preferences and providing personalized services.

Types of Cookies

  • Strictly Necessary Cookies: Required for the operation of our Site.
  • Performance Cookies: Used to analyze how visitors use our Site.
  • Functionality Cookies: Used to recognize you when you return to our Site.
  • You can control cookies through your browser settings or other tools. However, disabling cookies may limit your ability to use certain features of the Site.

8. Third-Party Links
Our Site may contain links to third-party websites that are not operated by us. We are not responsible for the privacy practices or content of such external sites. We encourage you to review their privacy policies before providing any personal information.

9. Retention of Data
We retain personal information only as long as necessary to fulfill the purposes outlined in this Privacy Policy or to comply with legal obligations. Once personal information is no longer needed, we securely dispose of it.

10. Children’s Privacy
Our Site is not intended for use by individuals under the age of 13, and we do not knowingly collect personal information from children under 13. If we become aware that we have inadvertently received information from a child under 13, we will delete such information immediately.

11. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page, and we will update the “Effective Date” at the top of the policy. We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.

12. Contact Us
If you have any questions or concerns regarding this Privacy Policy or your personal data, please contact us at:

Colorado BondShares
Phone: 303.572.6990
1200 17th Street, Suite 850
Denver, CO 80202