Privacy Policy

Effective date: 1 June 2025

Website: strategicpresence.institute  ·  Business: Ange Y Joe-Richardson / Strategic Presence Institute  ·  Contact: hello@strategicpresence.institute

1. Personal Information We Collect

We may collect personal information that you provide directly to us, including:

• your name
• email address
• phone number
• business name
• billing and payment details
• physical or mailing address
• information submitted through contact forms
• information submitted through opt-in forms, application forms, surveys, questionnaires, or event registration forms
• information you provide when purchasing products, courses, workshops, consulting, coaching, or other services
• communication records, including emails, messages, call notes, and customer support requests
• information shared during workshops, webinars, calls, programmes, or consulting sessions
• testimonials, feedback, reviews, or survey responses you choose to provide
• photographs, video, or audio recordings where events, workshops, webinars, or calls are recorded or documented

We may also collect technical and usage information automatically when you visit our website, including:

• IP address, browser type, device type, operating system
• referring website, pages visited, time spent on pages, links clicked
• general location information
• cookie and tracking information
• website usage and browsing behaviour

This information may be collected through cookies, pixels, analytics tools, advertising platforms, website hosting tools, and similar technologies.

2. How We Collect Personal Information

We may collect personal information when you visit our website; sign up for a free resource, newsletter, webinar, event, masterclass, or waitlist; purchase a product, course, programme, workshop, consulting service, or coaching service; complete an application form, intake form, survey, questionnaire, or feedback form; book a call or consultation; attend a webinar, Zoom session, workshop, or event; communicate with us by email, social media, phone, video call, or direct message; interact with our advertisements, website, social media pages, or email campaigns; provide a testimonial, review, or case study; or otherwise provide information to us directly.

Where practical, we collect personal information directly from you. In some cases, we may collect information from third parties, such as payment processors, event platforms, booking systems, email marketing platforms, analytics providers, advertising platforms, or publicly available sources.

3. Why We Collect and Use Personal Information

We collect and use personal information to provide our products and services; process payments, invoices, refunds, and purchases; manage bookings, registrations, applications, and programme participation; communicate with you about your enquiry, booking, purchase, programme, event, or service; provide customer support; send newsletters, updates, promotional emails, event information, and marketing communications where permitted by law; improve our website, content, services, customer experience, offers, and marketing; personalise your experience; understand audience interests, website activity, and marketing performance; create and manage advertising, retargeting, and lookalike audiences; record, manage, and deliver online sessions; collect testimonials and feedback where you provide them; comply with legal, tax, accounting, reporting, regulatory, and contractual obligations; protect our rights, property, business, customers, and users; prevent fraud, misuse, unauthorised access, or unlawful activity; and enforce our terms, policies, agreements, or programme conditions.

We will only use your personal information for the purposes for which it was collected, for directly related purposes, or where otherwise permitted or required by law.

4. Lawful Basis for Processing

Where privacy or data protection laws require us to identify a lawful basis for processing personal information, we rely on one or more of the following: your consent; performance of a contract with you; our legitimate business interests; compliance with a legal obligation; protection of our legal rights; or another lawful basis available under applicable law.

You may withdraw consent at any time where we rely on consent. Withdrawing consent does not affect any processing that occurred before your withdrawal.

5. Email Marketing and Commercial Messages

If you subscribe to our email list, register for an event, download a resource, join a waitlist, or otherwise consent to receive marketing communications, we may send you emails about our resources, events, programmes, services, offers, updates, and related content.

We will only send marketing emails where we have consent or another lawful basis to do so. Every commercial electronic message will identify the sender and include a functional unsubscribe option, where required by law. You can unsubscribe at any time by clicking the unsubscribe link in our emails or contacting us at hello@strategicpresence.institute.

Even if you unsubscribe from marketing emails, we may still send you non-marketing messages relating to purchases, bookings, invoices, legal notices, programme access, or customer service.

6. Cookies, Pixels, Analytics, and Tracking Technologies

We use cookies and similar tracking technologies to operate our website, improve user experience, understand website performance, and support marketing and advertising activity. These may include essential cookies required for website functionality, analytics cookies such as Google Analytics, advertising cookies and pixels such as the Meta/Facebook Pixel, and tracking technologies used to measure email, website, and campaign performance.

Where required by law, we will ask for your consent before placing non-essential cookies or similar tracking technologies on your device. You can disable or manage cookies through your browser settings, though some parts of the website may not function properly if you do.

7. Payments and Billing Information

If you purchase from us, your payment may be processed by third-party payment providers such as Stripe or another secure payment processor. We do not usually store full credit card details ourselves. We may retain transaction records, invoices, receipts, billing details, and related purchase information for tax, accounting, legal, reporting, and business administration purposes.

8. Workshops, Webinars, Programmes, Recordings, and Events

If you attend a workshop, webinar, online session, group programme, consulting session, coaching session, or event, we may collect information relating to your attendance, participation, contributions, questions, feedback, and communications. Some sessions may be recorded for replay, training, programme delivery, internal review, quality improvement, or marketing purposes. Where practical, we will notify you if a session is being recorded.

If you do not wish to appear in a recording, you may be able to keep your camera off, use a first name only, avoid sharing personal information in group settings, or contact us before the session to discuss options. We will not intentionally use your identifiable image, voice, testimonial, or case study for marketing purposes without your consent, unless otherwise clearly notified and permitted by law.

9. Testimonials, Feedback, and Case Studies

If you provide a testimonial, review, success story, feedback, or case study, we may ask for your permission to use it in our marketing, website, social media, emails, sales pages, or other promotional material. We may edit testimonials for length, spelling, grammar, and clarity, but we will not knowingly change the meaning of your words. You may contact us to withdraw permission for future use, and we will take reasonable steps to stop using it in future materials, although we may not be able to remove it from materials already published or archived.

10. AI Tools and Third-Party Technology

We may use technology tools, including AI-assisted tools, to support business operations, content development, customer service, planning, administration, analysis, or service delivery. These may include providers such as ChatGPT, Claude, Google, Zoom, Kit, Stripe, Meta, website platforms, email marketing tools, booking systems, analytics tools, and customer relationship management systems.

We take reasonable care when using third-party tools and will not intentionally submit sensitive personal information into public or inappropriate systems. You should avoid sending us highly sensitive personal information unless we specifically request it. Where we use third-party providers, their own privacy policies, security practices, and terms may also apply.

11. Sharing Personal Information

We do not sell your personal information. We may share personal information with trusted third parties where necessary or appropriate for the purposes described in this policy, including payment processors; email marketing platforms; booking and scheduling tools; website hosting and management providers; analytics providers; advertising platforms; video conferencing and webinar platforms; customer relationship management systems; cloud storage providers; IT, security, technical support, and automation providers; accountants, bookkeepers, lawyers, insurers, or other professional advisers; event partners, facilitators, contractors, or suppliers; and government agencies, regulators, courts, or law enforcement where required or permitted by law.

We may also disclose personal information if necessary to comply with legal obligations, enforce our agreements or policies, protect our rights and business, investigate suspected fraud or misuse, or transfer or restructure all or part of our business, subject to appropriate confidentiality and privacy safeguards.

12. International Data Transfers

We are based in New Zealand, but some of our third-party service providers may store or process personal information outside New Zealand, including in Australia, the United States, the United Kingdom, the European Economic Area, or other locations where our providers operate. Where we disclose personal information to an overseas recipient, we will take reasonable steps to ensure that the recipient is subject to privacy safeguards comparable to those required under the New Zealand Privacy Act 2020, or that another lawful basis for the disclosure applies.

13. Data Storage and Security

We take reasonable steps to protect personal information from loss, misuse, unauthorised access, disclosure, alteration, or destruction. These steps may include using reputable third-party platforms, password protection and access controls, secure payment processing, two-factor authentication where practical, limiting access to those who need it, reviewing systems and processes, and using secure storage and data management systems. However, no method of transmission or electronic storage is completely secure, and we cannot guarantee absolute security.

14. Privacy Breaches

If a privacy breach occurs, we will take reasonable steps to contain, assess, and respond to it. If a breach has caused, or is likely to cause, serious harm, we will notify affected individuals and the New Zealand Privacy Commissioner where required by law. We may also notify relevant service providers, professional advisers, regulators, or other parties where appropriate.

15. How Long We Keep Personal Information

We keep personal information only for as long as reasonably necessary for the purposes described in this policy, unless a longer retention period is required or permitted by law. When personal information is no longer reasonably required, we will take reasonable steps to delete, destroy, anonymise, or securely archive it.

16. Your Rights

Depending on your location and the laws that apply, you may have rights in relation to your personal information. Under the New Zealand Privacy Act 2020, you have the right to request access to personal information we hold about you and to request correction of that information. Where applicable, you may also have the right to request deletion, object to or restrict certain processing, withdraw consent, opt out of marketing, request a portable copy of your information, or complain to a privacy or data protection authority.

To exercise your rights, please contact us at hello@strategicpresence.institute. We may need to verify your identity before responding. In some cases, we may be legally permitted or required to refuse a request, in whole or in part, and will explain why where reasonable and lawful.

17. Accuracy of Personal Information

We take reasonable steps to ensure that personal information we hold is accurate, complete, and up to date where necessary. You can help us by ensuring the information you provide is accurate and by letting us know if your details change.

18. Your Choices

You may choose not to provide certain personal information, though this may limit our ability to provide products, services, resources, programme access, support, or communications. You may unsubscribe from marketing emails at any time, manage cookies through your browser settings, contact us to access or correct your information, ask us to delete certain information subject to legal and record-keeping obligations, choose not to participate in recorded sessions where reasonable options are available, and avoid submitting sensitive personal information unless necessary and requested.

19. Children and Young People

Our website, services, programmes, workshops, and resources are intended for adults and business users. We do not knowingly collect personal information from children or young people under 18. If we become aware that we have collected such information without appropriate consent, we will take reasonable steps to delete it.

20. Third-Party Links and Platforms

Our website, emails, social media, programmes, or resources may contain links to third-party websites, platforms, tools, or services. We are not responsible for the privacy practices, content, security, or policies of third-party websites or platforms, and recommend that you review their privacy policies. This may include platforms such as Zoom, Stripe, Google, Kit, Systeme, Meta, LinkedIn, YouTube, social media platforms, booking tools, learning platforms, or other providers.

21. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our business, website, services, technology, legal obligations, or privacy practices. The updated version will be posted on this page with a revised effective date. If we make material changes, we may notify you by email, website notice, or another appropriate method.

22. Contact Us

If you have questions about this Privacy Policy, want to exercise your privacy rights, or wish to make a privacy-related request, please contact us at hello@strategicpresence.institute (Ange Y Joe-Richardson / Strategic Presence Institute, strategicpresence.institute).

If you are not satisfied with our response, you may have the right to contact the New Zealand Office of the Privacy Commissioner or another relevant privacy authority in your jurisdiction.