PRIVACY POLICY

Effective Date: September 2, 2026

KotaStrat Limited, operated by Dakota Strategies, respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit www.kotastrat.com, submit a form, schedule a consultation, communicate with us, or use our services.

INFORMATION WE COLLECT

We may collect information that you voluntarily provide, including:

• First and last name
• Email address
• Telephone number
• State of residence
• Annual income
• Primary source of income
• Advisor or advisory firm affiliation
• Information provided during consultations or other communications
• Marketing and text message preferences

We may also automatically collect technical information, including your IP address, browser type, device information, referring website, pages visited, approximate location, and interactions with our website.

HOW WE USE INFORMATION

We may use collected information to:

• Respond to consultation requests and inquiries
• Evaluate whether our services or available opportunities may be relevant to you
• Schedule meetings and provide requested information
• Communicate about appointments, service updates, and customer support
• Send marketing communications when you have provided consent
• Improve our website, services, advertising, and visitor experience
• Detect fraud, misuse, security threats, or technical problems
• Maintain business records and comply with legal obligations

INCOME AND FINANCIAL INFORMATION

Information concerning annual income and source of income is collected for preliminary qualification and consultation purposes. Submitting this information does not create an advisory relationship, guarantee eligibility, or constitute an offer or recommendation concerning any investment, tax strategy, security, or financial product.

TEXT MESSAGES

If you provide your telephone number and give consent, KotaStrat may send text messages relating to consultation requests, appointments, reminders, service updates, or marketing communications, depending on the consent you provide.

Message frequency may vary. Message and data rates may apply. Reply STOP to opt out or HELP for assistance. Consent to receive marketing text messages is not a condition of purchasing any product or service.

Mobile information and text message consent records will not be sold or shared with third parties or affiliates for their independent marketing or promotional purposes.

EMAIL COMMUNICATIONS

You may unsubscribe from promotional emails by using the unsubscribe link included in the message. We may continue sending nonpromotional communications related to consultations, transactions, security, or legal matters.

COOKIES AND ANALYTICS

We may use cookies and similar technologies to operate the website, remember preferences, understand website traffic, measure advertising performance, and improve our services.

Our analytics, hosting, advertising, customer relationship management, scheduling, and communications providers may receive limited information necessary to perform services for us.

You may control certain cookies through your browser settings. Disabling cookies may affect some website functions.

HOW WE DISCLOSE INFORMATION

We may disclose information to:

• Website hosting, form, customer relationship management, analytics, scheduling, email, and text messaging providers
• Contractors and professional advisors assisting with our business
• Solar developers, fund managers, tax professionals, legal professionals, financial professionals, or other parties when necessary to respond to your request and with appropriate authorization
• Government authorities or other parties when required by law or necessary to protect legal rights, safety, or security
• A buyer, successor, or other party involved in a merger, acquisition, financing, restructuring, or sale of business assets

We do not sell personal information for money.

DATA RETENTION

We retain personal information for as long as reasonably necessary to respond to requests, provide services, maintain business and compliance records, resolve disputes, enforce agreements, and satisfy legal obligations.

DATA SECURITY

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information. However, no website, electronic transmission, or storage system can be guaranteed to be completely secure.

YOUR PRIVACY CHOICES

Depending on your location and applicable law, you may have the right to request access to, correction of, or deletion of certain personal information. You may also have the right to withdraw consent or object to certain uses of your information.

To submit a privacy request, contact us at info@kotastrat.com. We may need to verify your identity before completing a request.

CHILDREN’S PRIVACY

Our website and services are intended for adults and are not directed to children under 13. We do not knowingly collect personal information from children under 13.

THIRD PARTY WEBSITES

Our website may contain links to websites operated by other parties. We are not responsible for the privacy, security, or content practices of those websites.

CHANGES TO THIS POLICY

We may update this Privacy Policy periodically. The updated version will be posted on this page with a revised effective date.

For questions or privacy requests, contact:

KotaStrat Limited
Operated by Dakota Strategies
Email: info@kotastrat.com
Mailing Address: Montana, United States