Effective October 26, 2026
Who we are
This website, veridoscapitalllc.com (the “Website”), is operated by Veridos Capital, LLC (“Veridos Capital,” “we,” “us,” or “our”), an investment adviser registered with the Florida Office of Financial Regulation and the Michigan Department of Insurance and Financial Services, Corporations, Securities & Commercial Licensing Bureau (CRD No. 324217). Our principal office is located at 7019 Golf Pointe Circle, Tamarac, Florida 33321. We provide financial planning services under the trade name Canopy Financial Planning, which is a trade name of Veridos Capital, LLC and not a separate company, and we serve as investment adviser to the Anchor Point Bond Fund and the Veridos Income Stability Fund (the “Funds”). Registration does not imply a certain level of skill or training. Additional information about us is available at adviserinfo.sec.gov.
What this Policy covers
This Policy describes how we handle information collected through the Website. It does not replace our Client and Investor Privacy Notice, set out below on this page, which explains how we handle nonpublic personal information about individuals who become our clients or investors in the Funds. Nothing on the Website is an offer to sell, or a solicitation of an offer to buy, any security; see our Legal & Disclosures page.
Information you give us
If you use the contact form on the Website, we collect the information you submit: your first and last name and email address (required), and your telephone number, company, job title, and message (optional). If you email us, we keep your email and our replies. Please do not include Social Security numbers, account numbers, passwords, or other sensitive financial information in the contact form or in an unencrypted email.
Information collected automatically
Like most websites, our web servers and hosting provider automatically record standard technical information when you visit, such as your IP address, browser and device type, the pages requested, and the date and time of each request. We use this information to operate, secure, and troubleshoot the Website. We do not currently use analytics tools or advertising technologies on the Website.
Accredited investor self-attestation
When you first visit the Website, it asks whether you meet the criteria for an accredited investor. Your answer, and the time you gave it, are stored only in your own browser, using your browser’s local storage, for up to 30 days. They are not sent to or stored by us or any service provider. You can remove them at any time by clearing your site data, and they will not carry over to another browser or device. This self-attestation is not verification of accredited investor status. Before accepting any investment, we must take reasonable steps to verify that status, and information you provide for that purpose is covered by our Client and Investor Privacy Notice.
Cookies and similar technologies
The Website does not currently use cookies or similar technologies for analytics, advertising, or tracking you across other websites or services, and it does not use third-party advertising or social-media tracking tools. The only information the Website stores on your device is the accredited investor answer described above. If we add analytics, cookies, or other tracking technologies in the future, we will update this Policy when they are introduced and, where the law requires, give you a way to consent or opt out.
Do Not Track
Some browsers can send a “Do Not Track” signal. The Website does not track visitors across other websites or online services over time, and it does not allow third parties to collect personally identifiable information about your online activities over time and across different websites through the Website. Because of this, the Website works the same way whether or not your browser sends a Do Not Track signal.
How we use information
We use information collected through the Website to respond to your inquiries and requests; to provide information about our services and the Funds to people who ask for it; to operate, secure, and improve the Website; to meet legal, regulatory, and recordkeeping obligations that apply to investment advisers; and to protect against fraud and misuse. We send marketing or fund-related emails only where you have asked to receive them or where the law otherwise permits, and every such email includes a way to opt out.
How we share information
We do not sell your personal information, and we do not disclose it to nonaffiliated third parties for their own marketing. We may share information collected through the Website with service providers that help us operate the Website and handle inquiries, such as web hosting, email delivery, and technology providers, and with our legal counsel, accountants, and compliance consultants; these parties are permitted to use the information only to provide services to us. We may also disclose information as permitted or required by law, including to respond to subpoenas, regulatory examinations (including by the Florida Office of Financial Regulation and the Michigan Department of Insurance and Financial Services), or other legal process, to comply with recordkeeping requirements, and to protect against fraud; and with your consent or at your direction.
How long we keep information
We keep information from the contact form and our correspondence for as long as needed to respond to you and to meet the books-and-records requirements that apply to investment advisers, which is generally at least five years, after which we dispose of it securely.
How we protect information
We limit access to personal information to employees and agents who need it to provide services or respond to you, and we maintain physical, electronic, and procedural safeguards designed to protect it. No method of transmission over the internet or of electronic storage is completely secure, so we cannot guarantee absolute security. If a security incident affects your information, we will notify you and the appropriate authorities as applicable law requires.
Your choices and requests
You may ask us to tell you what personal information we hold from your use of the Website, to correct it, or to delete it, and you may ask us to stop sending you marketing emails, by contacting us as described below. We will act on requests as applicable law requires; we may be unable to delete information we are required to keep under recordkeeping rules for investment advisers. You can remove the accredited investor answer stored in your browser at any time by clearing your site data.
California and other state residents
This Policy is posted in accordance with the California Online Privacy Protection Act. We do not disclose personal information collected through the Website to third parties for their direct marketing purposes. Residents of some states have additional privacy rights; where state law is more protective of your privacy than this Policy, we will comply with the applicable state law.
Children
The Website is intended for adults and is not directed to children. We do not knowingly collect personal information from anyone under 18.
Links to other websites
The Website may link to other websites, including the SEC’s Investment Adviser Public Disclosure site at adviserinfo.sec.gov. We do not control those websites and are not responsible for their privacy practices.
Changes to this Policy
We may update this Policy from time to time. When we do, we will post the updated Policy on this page and change the effective date. If we make a material change to how we collect, use, or share information collected through the Website, we will also display a notice on the Website for a reasonable period. Changes to how we handle client and investor information are communicated through a revised Client and Investor Privacy Notice, delivered before we disclose information in a way the prior notice did not describe.
Contact us
Questions about this Policy or requests relating to your information may be sent to Veridos Capital, LLC, 7019 Golf Pointe Circle, Tamarac, Florida 33321; by email to info@veridoscapital.com; or by telephone to our investor relations line at 631-304-8551.
Client and investor privacy notice
Required by Regulation P. Provided to clients and investors when the relationship begins, and annually where required.
Why we are providing this notice
Under the Gramm-Leach-Bliley Act and the Consumer Financial Protection Bureau’s Regulation P (12 C.F.R. Part 1016), financial institutions that provide products or services to individuals for personal, family, or household purposes must give written notice of their policies and practices for collecting, disclosing, and protecting nonpublic personal information (“NPI”). Veridos Capital, LLC, including when it acts under the name Canopy Financial Planning, and the Funds it advises (the Anchor Point Bond Fund and the Veridos Income Stability Fund, each a “Fund”) are providing this notice to you in accordance with those requirements. It applies to individuals who invest in a Fund or are our clients, and to entities that are the alter egos of individuals, such as revocable grantor trusts and individual retirement accounts. It does not apply to investors that are entities investing for business purposes.
Information we collect
We collect NPI about you from these sources: subscription documents, investor questionnaires, applications, and related forms, such as your name, address, telephone number, email address, Social Security number or taxpayer identification number, date of birth, net worth, income, investment experience, and accredited investor status; for financial planning clients, the goals, income, asset, liability, tax, insurance, and estate information you provide to us; your transactions with us or a Fund, such as your capital commitment, capital account balance, contributions, distributions, transfers, redemptions, and IRA or custodial account information; third parties, such as your financial intermediary, custodian, and identity-verification, anti-money laundering, and sanctions-screening service providers; and our website and email communications, as described in our Website Privacy Policy above.
Information we disclose
We do not disclose NPI about our current or former clients and investors to anyone, except as described here or as otherwise permitted by law. We may disclose NPI to our affiliates, including the general partner or managing member of a Fund, for everyday business purposes such as administering your investment; to nonaffiliated service providers that perform services for us or a Fund, such as fund administrators, custodians, auditors, tax preparers, legal counsel, technology and cloud-hosting providers, and printing and mailing vendors, who are contractually required to keep your information confidential and to use it only for the purpose for which it was provided; and as permitted or required by law, for example to process or service transactions you request, to protect against fraud or unauthorized transactions, to comply with anti-money laundering, sanctions, and tax-reporting requirements, to respond to subpoenas, regulatory examinations (including by the Florida Office of Financial Regulation and the Michigan Department of Insurance and Financial Services), or other legal process, and with your consent or at your direction.
We do not sell your information
We do not sell NPI about you to anyone, and we do not disclose NPI to nonaffiliated third parties for their own marketing purposes.
Your right to opt out
Because we disclose NPI to nonaffiliated third parties only as described above and as permitted by law, federal law does not give you a right to opt out of our current practices. If our practices change so that we disclose NPI to nonaffiliated third parties in a way that is not covered by an exception, we will first give you a revised notice and a reasonable opportunity to opt out.
How we protect your information
We restrict access to NPI about you to those employees and agents who need it to provide products or services to you or to the Funds, and we maintain physical, electronic, and procedural safeguards designed to protect your NPI.
Former clients and investors
If you cease to be a client or an investor, we will continue to treat NPI about you in accordance with this notice.
State law rights
You may have additional rights under the laws of your state of residence. Where state law is more protective of your privacy than this notice, we will comply with the applicable state law.
Changes to this notice
We may change this notice at any time. We will provide you with a revised notice before we disclose NPI in a manner not described in this notice, and, where required, we will give you a new opportunity to opt out before making such a disclosure.
Contact us
If you have questions about this notice, please contact Veridos Capital, LLC, 7019 Golf Pointe Circle, Tamarac, Florida 33321; by email to info@veridoscapital.com; or by telephone to our investor relations line at 631-304-8551.
