I value your privacy and care about the way in which your personal information is treated.

This policy describes:

• what personal information I collect about you
• how I obtain your personal information
• how I use your personal information
• on what basis I use your personal information
• how long I keep your personal information
• who I share your personal information with
• how I protect your personal information
• which countries I transfer your personal information to
• your rights regarding your personal information

What personal information do I collect about you?

I may collect personal information from you in the course of my business, including through your use of my website, when you contact or request information from me, when you engage my services, or as a result of your relationship with one or more of my staff and clients.

The personal information that I process includes:

• Basic information, such as your name (including name prefix or title), the company you work for, your title or position and your relationship to a person
• Contact information, such as your postal address, email address and phone number(s)
• Financial information, such as payment-related information
• Technical information, such as information from your visits to our website or applications or in relation to materials and communications we send to you electronically
• Information you provide to me for the purposes of attending meetings including access and dietary requirements
• Identification and background information provided by you or collected as part of my business acceptance processes
• Personal information provided to me by or on behalf of our clients or generated by me in the course or providing services to them, which may include special categories of data
• Any other information relating to you which you may provide to me

How I obtain your personal information

• I collect information from you as part of our business acceptance processes and about you and others as necessary in the course of providing my services
• I collect your personal information while monitoring my technology tools and services, including my websites and email communications sent to and from me
• I gather information about you when you provide it to me, or interact with me directly, for instance engaging with me or registering on one of my digital platforms or applications
• I may collect or receive information about you from other sources, such as keeping the contact details I already hold for you accurate and up to date using publicly available sources

How I use your personal information

I collect and process personal information about you in a number of ways, including through your use of my website and in the provision of services by me. I use that information:

• To provide and improve this website, including auditing and monitoring its use
• To provide and improve our services to you and to my clients, including handling the personal information of others on behalf of our clients
• To provide information requested by you
• To promote my services, including sending offers and updates, publications and details of events
• To manage and administer my relationship with you and our clients
• To fulfill my legal, regulatory, and risk management obligations, including establishing, exercising or defending legal claims
• For the purposes of recruitment

Use of this website

A number of facilities on this website invite you to provide me with personal information, such as the contact page section of my website, our email queries facilities, and my web shop. The purpose of these facilities is apparent at the point that you provide your personal information and I only use that information for those purposes.

My website uses Google Analytics, a web-based analytics tool that tracks and reports on the manner in which the website is used to help us to improve it. Google Analytics does this by placing small text files called ‘cookies’ on your device. The information that the cookies collect, such as the number of visitors to the site, the pages visited and the length of time spent on the site, is aggregated and therefore anonymous.

You may refuse the use of cookies or withdraw your consent at any time by selecting the appropriate settings on your browser but please note that this may affect your use and experience of my website. By continuing to use my website without changing your privacy settings, you are agreeing to our use of cookies. To find out more about cookies, including how to manage and delete them, visit www.allaboutcookies.org.

On what basis I use your personal information

I use your personal information on the following bases:

• To perform a contract, such as engaging with an individual to provide services
• To comply with legal and regulatory obligations
• For legitimate business purposes.  Please see ‘How I use your personal information’ for more detail

How long I keep your personal information

• Your personal information will be retained in accordance with a global data retention policy that categorizes all of the information held by me and specifies the appropriate retention period for each category of data. Those periods are based on the requirements of applicable data protection laws and the purpose for which the information is collected and used, taking into account legal and regulatory requirements to retain the information for a minimum period, limitation periods for taking legal action, good practice and business purposes.

Who I share your personal information with

This is a US-based website, and I operate within the US, and any information that you provide to me is used only by and shared with me, and my employees, and support partners.

I may also share your personal information with certain trusted third parties in accordance with contractual arrangements in place with them, including:

• My professional advisers and auditors
• Suppliers to whom I outsource certain support services such as website hosting, backup and security, administration, and print and production vendors
• IT service providers

Where necessary, or for the reasons set out in this policy, personal information may also be shared with regulatory authorities, courts, tribunals, government agencies, and law enforcement agencies. While it is unlikely, I may be required to disclose your information to comply with legal or regulatory requirements. I will use reasonable endeavors to notify you before I do this, unless I am legally restricted from doing so.

I would never sell, rent, or otherwise make personal information commercially available to any third party, except with your prior permission.

Social Media Policy & Usage

I adopt a Social Media Policy to ensure my business and my staff conducts themselves accordingly online. While I may have official profiles on social media platforms, users are advised to verify the authenticity of such profiles before engaging with, or sharing information with such profiles. I will never ask for user passwords or personal details on social media platforms. Users are advised to conduct themselves appropriately when engaging with me on social media.

There may be instances where my website features social sharing buttons, which help share web content directly from web pages to the respective social media platforms. You use social sharing buttons at your own discretion and accept that doing so may publish content to your social media profile feed or page. You can find further information about some social media privacy and usage policies in the resources section below.

How I protect your personal information

I use a variety of technical and organizational measures to help protect your personal information from unauthorized access, use, disclosure, alteration, or destruction consistent with applicable data protection laws.

Which countries I transfer your personal information to

In order to provide our services, I may need to transfer your personal information to locations outside the jurisdiction in which you provide it or where you are viewing this website for the purposes set out in this privacy policy. This may entail a transfer of your information from a location within the US to outside the US, or from outside the US to a location within the US. Please see ‘Who we share your personal information with’ for more detail on how the information may be shared with third-party service providers.

The level of information protection in countries outside the US may be less than that offered within the US. Where this is the case, I will implement appropriate measures to ensure that your personal information remains protected and secure in accordance with applicable data protection laws. US standard contractual clauses are in place between all business entities that share and process personal data. Where my third party service providers process personal data outside the US in the course of providing services to us, our written agreement with them will include appropriate measures, usually standard contractual clauses.

Your rights regarding your personal information

While we are a US based website, the European Union’s General Data Protection Regulation and other applicable data protection laws may provide certain rights for data subjects.

You may be entitled to request details of the information I hold about you and how I process it. You may also have a right in accordance with applicable data protection law to have it rectified or deleted, to restrict our processing of that information, to stop unauthorized transfers of your personal information to a third party and, in some circumstances, to have personal information relating to you transferred to another organization. You may also have the right to lodge a complaint in relation to my processing of your personal information with a local supervisory authority.

If you object to the processing of your personal information, or if you have provided your consent to processing and you later choose to withdraw it, I will respect that choice in accordance with our legal obligations.

Your objection (or withdrawal of any previously given consent) could mean that I am unable to perform the actions necessary to achieve the purposes set out above (see ‘How we use your personal information’) or that you may not be able to make use of the services and products offered by me. Please note that even after you have chosen to withdraw your consent I may be able to continue to process your personal information to the extent required or otherwise permitted by law, in particular in connection with exercising and defending our legal rights or meeting our legal and regulatory obligations.