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Policies

Allocatin, Inc. is a company organized under the laws of England and Wales. These policies govern the AllocatIN web workspace, iOS and Android apps, and related professional services for users in the United States, Canada, the United Kingdom, and the European Union.

Effective 20 August 2026 · Last updated 7 September 2026 · English controls

Using Allocatin

The contract, refunds, privacy notice, cookies, conduct rules, and financial-services perimeter.

Terms of UseThe contract for using the platform, seats, and mobile apps.Privacy PolicyHow we collect, use, share, and transfer personal information.Refunds & cancellationHow to cancel a manager seat and when fees are refunded.Cookie PolicyCookies, similar technologies, and your analytics choices.Acceptable UseWhat you may not do on a professional manager/allocator network.Regulatory noticesNot investment advice, not a broker-dealer, not a trading venue.Paid pilot termsPaid pilot agreement, outcome measurement, and references.

Data & rights

Processor terms, vendors, and US / Canada / UK / EU privacy choices.

Data Processing AddendumController–processor terms for workspace data.SubprocessorsVendors that process personal information on our behalf.Your privacy choicesUS state opt-outs, GPC, and how to exercise privacy rights.DPIA outlineData-protection impact assessment for matching and profiling.Legitimate interestsBalancing tests for the public directory and claim email.

Trust & safety

AI disclosure, security practices, and intellectual-property notices.

AI transparencyHow matching, rationale, and in-product assistance use AI.SecurityHow we protect accounts, tenants, and professional data.IP & noticesCopyright, DMCA, and EU/UK illegal-content notices.AccessibilityHow we design Allocatin for professional access.

Company & requests

About, contact, help, unsubscribe, and privacy rights.

AboutWho Allocatin, Inc. is and who the product is for.PressBoilerplate, citation facts, and press contact.GuidesDefinitions, matching explainers, and comparisons.GlossaryOwned product terms (Power Intro, Mutual Connect, and more).ContactReach legal, privacy, support, or the founding team.HelpPublic product help for claim, seats, quotas, matches, and account rights.Allocator fit checkerHard filters then soft-fit scoring tool.Relationship readinessSelf-assessment checklist before outreach.Mandate templateOffline mandate outline for planning.UnsubscribeStop claim and marketing email.Privacy requestAccess, correct, object, delete, or export — including unclaimed directory listings.

Who we are

Allocatin, Inc. operates AllocatIN from the United Kingdom. We do not have a separate operating company in the United States, Canada, or the EU at this time. Questions:
Legal — legal@allocatin.com
Privacy — privacy@allocatin.com

Registered-office and service-of-process details are available on request at legal@allocatin.com.

These pages describe how the product works. They are not a substitute for advice from your own counsel on a specific transaction, mandate, or regulatory filing.

Invitation-only institutional network.

Verified company email. Managers and allocators only.

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Product

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Resources

Allocator fit checker Relationship readiness Mandate template Guides Glossary

Company

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Contact

Support: support@allocatin.com
Legal: legal@allocatin.com
Jurisdiction: England and Wales, United Kingdom

Allocatin is a professional matching and relationship-workflow platform. Matches are workflow suggestions, not investment recommendations.

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