Privacy Policy

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PRIVACY POLICY

Effective Date: 21 April 2026
Data Controller: management, Aureus Leadership

1. Introduction

Aureus Leadership is committed to protecting the privacy and confidentiality of our clientele. This policy explains how we collect, use, and safeguard personal data in compliance with UK GDPR and the Data Protection Act 2018.

2. Data Collection

We collect only the information necessary to provide executive coaching services:

• Identity & Contact: Name, professional title, email, and phone number.
• Coaching Records: Session notes, assessment results, and strategic objectives shared during consultations.
• Financial Data: Billing addresses and transaction history for pre-paid services.
• Technical Data: IP addresses and usage data collected during website interactions.

3. Lawful Basis for Processing

Data is processed under the following legal grounds:

• Contractual Necessity: 
• To deliver the services agreed upon in the Executive Service Agreement.
• Legitimate Interests: To maintain professional records, manage the practice, and ensure service security.
• Legal Obligation: To comply with tax, accounting, or regulatory requirements.

4. Data Security and Confidentiality

All client data is protected via encryption and secure, password-protected storage. Confidentiality is a core pillar of Aureus Leadership; personal data is never sold or shared with third parties for marketing purposes. Disclosure only occurs where required by law or professional safeguarding obligations.

5. Data Retention

In accordance with professional indemnity requirements and UK accounting standards, coaching records and financial data are retained for seven years following the conclusion of the professional relationship. After this period, all data is securely destroyed.

6. Your Legal Rights

Under UK law, you have the following rights regarding your data:

• The right to access a copy of your personal data.
• The right to request correction of inaccurate information.
• The right to request erasure of your data (subject to legal retention requirements).
• The right to restrict or object to certain types of processing.

7. Contact

For any privacy-related queries or to exercise your legal rights, please contact concierge@aureusleadership.com directly. You also maintain the right to lodge a complaint with the Information Commissioner’s Office (ICO) regarding data practices.