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Privacy Policy
A legal disclaimer
Privacy Policy – Modiv Advisors
Effective Date: April 11, 2025
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Modiv Advisors, co-founded by Kai Niu and Chelsea Yee, is committed to protecting your privacy and handling your personal and business information with care and transparency. This Privacy Policy explains how we collect, use, and safeguard the data you share with us when you use our services or visit our website.
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1. Information We Collect
We may collect the following:
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Contact details (name, email, phone number)
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Company and product information
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Business materials including financial documents and marketing content
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Information from consultations or contact forms
We only collect information relevant to our services.
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2. How We Use Your Information
We use your information to:
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Deliver consulting and retail brokerage services
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Communicate with you about your goals and needs
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Evaluate retail placement opportunities
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Improve internal strategy and service quality
We never sell or share your data without consent.
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3. Confidentiality of Sensitive Information
All financial data, strategic plans, and sensitive business details are treated with strict confidentiality.
We will never share or disclose your information without written approval, unless required by law.
If a retail partner needs access to specific documents during a product pitch, we will first request your permission.
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4. Use of Performance Metrics in Case Studies
With your consent, we may use general growth metrics (such as increased sales or new retail placements) in case studies.
We will never share specific financials or identifiable business details without your approval.
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5. Data Storage and Security
Your information is securely stored with password protection and access limited to authorized team members.
We review our data protection systems regularly to ensure best practices are maintained.
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6. Your Rights
You may:
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Request a copy of your data
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Ask us to correct any inaccurate information
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Request deletion of your data
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Withdraw consent for future data use
To request any of the above, contact us at contact@modivadvisors.com.
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7. Third-Party Links
Our site may include links to other websites. We are not responsible for their privacy policies or content.
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8. Updates to This Policy
We may update this policy as needed. All changes will be posted here with a revised date.
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9. Contact Us
For questions or concerns about this policy, contact:
Email: contact@modivadvisors.com
Company: Modiv Advisors
Location: Vancouver, British Columbia, Canada
Terms of Service – Modiv Advisors
Effective Date: April 11, 2025
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These Terms of Service (“Terms”) govern your use of the services provided by Modiv Advisors, co-founded by Kai Niu and Chelsea Yee. By working with us, using our website, or engaging with any of our offerings, you agree to the terms outlined below.
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1. Our Services
Modiv Advisors provides consulting and business development services for small brands and companies seeking retail placement. Our services may include:
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Strategic consulting
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Retail pitch development
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Retailer outreach
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Brand presentation support
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Market analysis
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Contract facilitation between clients and retailers
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2. Client Responsibilities
To receive our services, clients agree to:
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Provide accurate and up-to-date business information
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Respond in a timely manner to communication
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Disclose any material changes to their business, product, or operations that may affect strategy
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Review and approve any material before it is shared with potential retail partners
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3. Confidentiality
We uphold strict confidentiality standards. Client documents, financials, and proprietary strategies will never be disclosed to third parties without express written consent.
Retailers may request product or company information as part of their review process; this will only be shared with prior client approval.
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4. Payments and Fees
All payments, fees, and commission structures will be clearly discussed and agreed upon in a signed written contract before any work begins.
If a client wishes to cancel services, they must notify Modiv Advisors in advance. In the event of cancellation, a partial payment for services already rendered, as defined in the signed agreement, will still be required.
Failure to pay may result in suspended services and additional late fees.
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5. Use of Case Studies
With the client’s consent, Modiv Advisors may include anonymized or generalized success metrics (e.g., "15% increase in retail inquiries") in case studies or promotional materials.
We will not publish private business information or identifiable financial records without explicit written permission.
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6. Intellectual Property
All documents, reports, pitch decks, and materials created by Modiv Advisors for a client are the intellectual property of the client upon full payment.
Materials developed for internal strategy or general use remain the intellectual property of Modiv Advisors.
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7. Limitation of Liability
While we strive to secure retail placement and growth, we cannot guarantee outcomes.
Modiv Advisors is not liable for lost profits, missed opportunities, or third-party actions (such as non-responses or rejections from retailers).
Our role is advisory and facilitative—not as legal representatives, manufacturers, or retailers.
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8. Termination
Either party may terminate the working agreement with written notice.
Clients must provide notice before termination and are responsible for partial payment for any services already completed, in accordance with the written agreement.
Upon termination, all client information will be returned or deleted as requested.
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9. Website Use
By visiting our website, you agree not to misuse or attempt to breach the security or content of the site.
We may use analytics to improve user experience, but we do not sell user data.
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10. Governing Law
These terms are governed by the laws of British Columbia, Canada. Disputes will be resolved through mutual negotiation before pursuing any formal resolution process.
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11. Contact
Modiv Advisors
Vancouver, British Columbia, Canada
Email: contact@modivadvisors.com
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