Privacy Notice

About this policy

This Privacy Policy explains how we collect, use, retain, and share personal information when you visit our website, contact us about our services, request a proposal, book or attend a workshop, represent a current or prospective corporate client, communicate with our team, or otherwise interact with our business.

Our services are primarily intended for businesses, professional firms, financial services companies, corporate teams, and their employees.

Who we are

For data protection purposes, the organisation responsible for your personal information is:

• Legal company name: [Company Legal Name]
• Trading name: [Trading Name, if different]
• Company registration number: [Number]
• Registered address: [Address]
• Business address: [Address, if different]
• Email: [Privacy Email Address]
• Telephone: [Telephone Number]

Personal information we collect

Depending on how you interact with us, we may collect the following information.

Identity and contact information

• Name
• Job title
• Employer or organisation
• Business email address
• Telephone number
• Business address
• Preferred method of contact

Enquiry and correspondence information

• Information included in an enquiry
• Emails and other correspondence
• Workshop requirements
• Proposed attendee numbers
• Preferred dates and locations
• Meeting notes
• Records of our responses

Client and workshop information

• Client contact details
• Workshop booking information
• Attendee names and professional roles
• Accessibility or dietary requirements where relevant
• Attendance records
• Feedback
• Proposal and agreement records
• Details needed to deliver the agreed services

Billing and record-keeping information

• Invoice contact details
• Billing addresses
• Purchase order references
• Payment status
• Tax-related records
• Correspondence concerning invoices

Website and device information

• Internet protocol address
• Browser type
• Device type
• Operating environment
• Pages visited
• Date and time of access
• Referring page
• General location derived from network information
• Website interaction information
• Cookie preferences

Further information is available in our Cookie Policy.

How we collect information

We may collect personal information:

• Directly from you
• Through our website contact forms
• Through email, telephone calls, or meetings
• From your employer or another person within your organisation
• During workshop planning and delivery
• From event organisers or business partners
• From publicly accessible professional sources
• Through website service providers

Where another person gives us your details, they should have authority to do so and should make you aware of this policy.

How and why we use personal information

Responding to enquiries

We use contact and enquiry information to respond to questions, arrange introductory calls, understand workshop requirements, prepare proposals, and discuss possible business engagements.

Our lawful ground is usually our legitimate interest in responding to business enquiries and developing professional relationships.

Delivering workshops and services

We use client, attendee, and workshop information to prepare and deliver live workshops, communicate with client representatives, make agreed arrangements, adapt delivery to the audience, maintain attendance records where required, and provide follow-up information.

Our lawful ground is usually the performance of an agreement or our legitimate interest in delivering services to a client organisation.

Managing client relationships

We use personal information to administer client accounts, maintain business records, issue and manage invoices, respond to service-related questions, review client requirements, and maintain professional relationships.

Improving our website and services

We may review feedback and website activity to understand how our services and website are used. Where consent is required for a particular cookie or similar method, we rely on that consent.

Business communications

We may send relevant information about workshops, events, or related services to business contacts where permitted. You can object to these communications at any time.

Legal, regulatory, and security purposes

We may use personal information to comply with legal duties, respond to lawful requests, establish or defend legal claims, protect our website and business records, investigate suspected misuse, and protect our rights and the rights of others.

Where providing information is required

In some cases, we need certain information to respond to an enquiry, prepare a proposal, enter into an agreement, deliver a workshop, issue an invoice, or comply with legal duties. Where required information is not provided, we may be unable to respond fully or provide the requested service.

Information sharing

We may share personal information with carefully selected recipients where reasonably necessary. These may include website hosting providers, business email and communication providers, payment and invoice providers, accountants, auditors, insurers, and professional advisers, workshop venues and delivery partners, contractors supporting workshop delivery, client organisations arranging attendance, public authorities where legally required, and a buyer, successor, or adviser involved in a proposed corporate reorganisation.

We require service providers handling information on our behalf to use it only for authorised purposes and to maintain appropriate safeguards. We do not sell personal information.

Overseas transfers

Some providers may process personal information outside the United Kingdom. Where this occurs, we will take appropriate steps required by UK data protection law.

Retention

We retain personal information only for as long as reasonably necessary for the purpose for which it was collected, including legal, contractual, accounting, and reporting requirements.

Security

We take proportionate organisational and technical measures to protect personal information from unauthorised access, accidental loss, improper disclosure, alteration, and destruction. Access is limited to people who reasonably need the information for their role or authorised work.

Your rights

Depending on the circumstances and lawful ground used, you may have the right to ask whether we hold personal information about you, request a copy of your personal information, ask us to correct inaccurate or incomplete information, ask us to erase information, ask us to restrict how information is used, object to certain uses, receive certain information in a portable format, withdraw consent where consent is the lawful ground, and raise concerns about decisions made without meaningful human involvement.

Some rights are subject to legal conditions and exemptions.

Your right to object

You have the right to object at any time to the use of your personal information for promotional communications. You may also object where we rely on legitimate interests.

Exercising your rights

To make a request, contact us. We may ask for information reasonably needed to confirm your identity and understand your request. We will respond within the period required by law.

Data protection complaints

You may raise a complaint about our handling of personal information by contacting us. We will provide a clear route for making a complaint, acknowledge the complaint within 30 days, take appropriate steps to investigate without undue delay, keep you informed about progress where appropriate, and explain the outcome.

You also have the right to complain to the Information Commissioner's Office, the United Kingdom's data protection regulator.

Information about children

Our website and services are intended for corporate and professional audiences. They are not directed at children. We do not knowingly seek personal information from anyone under 18 through this website.

Automated decisions

We do not currently make decisions about website visitors or workshop participants based solely on automated processing where those decisions produce legal or similarly significant effects.

External websites

Our website may contain links to websites operated by other organisations. We are not responsible for their privacy practices.

Changes to this policy

We may update this Privacy Policy to reflect changes to our services, our information-handling practices, our providers, or applicable legal requirements. The latest version will be published on this page with an updated review date.

Contact us

Questions about this Privacy Policy may be sent to:

• [Company Legal Name]
• [Registered Address]
• [Privacy Email Address]
• [Telephone Number]