The Bottom Line: WE DO NOT rent, sell, or otherwise disclose your personal information to third parties, except in the very limited circumstances set out below.

This Privacy Policy is intended to advise visitors to our website what personal information we collect and how we use it.

Please take a moment to read this policy to learn more about the information we collect and the priority we give to protecting your privacy.

What information do we collect when you request information?

If you request information about the Strategic Coach® Program, you will be asked to supply the following information:

• Name
• Address
• Email address
• Phone number

What information do we collect when you register an account?

If you register an online account with us, you will be asked to supply the following information:

• User ID
• Password
• Name
• Company name
• Business title
• Address
• Email address
• Phone and fax numbers

You may log in to this account when you wish to purchase products from our Knowledge Products store.

What information do we collect when you order online?

If you do not have an account registered with us, you will be given the option to register an account or complete the purchase without registering an account. If you wish to complete the purchase without registering an account, you will be asked to provide the following information:

• Name
• Address
• Email address
• Phone number
• Credit card information

How do we use and store the information you provide to us when you request information, register an account, and/or order online?

We will maintain your information in a secure database. We do not use the information in the database for any purposes other than facilitating your future orders, or to permit us to notify you of products, services, workshops, and features offered by Strategic Coach®.

We do not store your credit card numbers or expiry dates in our database. Consequently, each time you choose to purchase an item, your name and shipping address will be pulled from the database, but you will have to re-enter your credit card information to complete the order.

What information do we collect from you when you apply for a workshop?

To become a participant in the Strategic Coach® Program, we ask that you complete an application form and provide us with the following information:

• Name
• Company name
• Birth date
• Address
• Email address
• Business phone and fax numbers
• Home phone number (for emergency use only)
• Description of your business
• List of professional/trade associations to which you belong, if any
• Information regarding:
  • Your personal income level (within a range)
  • Credit card information (or cheque)

Additionally, you will be asked to submit an income verification form completed and signed by your accountant, or submit a copy of your most recent T4, W2, or P60 form.

How do we use the information collected during the application process?

We use the personal information you provide us in order to place you in the workshop most appropriate for you. By using your information in this way, we ensure that you get the most benefit out of your participation in the workshops.

Your contact information also allows us to keep in contact with you regarding your progress through the workshops, as well as permits us to notify you of relevant new products, services, and features offered by Strategic Coach®, our workshops, and/or via our public or client websites.

Our policy regarding the disclosure of personal information

In very limited and exceptional circumstances, privacy law permits the use or disclosure of personal information without an individual’s consent. For example, consent is not required if personal information is used or disclosed in an emergency that threatens an individual’s life, health, or security. In such cases, we may have to use or disclose your personal information without your consent.

When you participate in the Strategic Coach® Program, your professional and/or personal contact information (e.g., your name, address, email address, and telephone number) will be given to other participants in your workshop, with your consent, through the distribution of a “Roster” posted on our client site. This site is only accessible to current clients and the Roster will only be visible to participants in your specific workshop series.

Please note that other clients placed in the same workshop because of their respective income range may know your income range.

Transfer of personal data overseas

Given that the Internet is a global environment, using the Internet to collect and process personal data necessarily involves the transmission of data on an international basis. Therefore, by browsing our website and communicating electronically with us, you acknowledge and agree to our processing of personal data in this way.

Retention period of personal information

We retain personal information collected from you during the application process for as long as you are a client of Strategic Coach® and for a period of 15 years thereafter.

We retain this information for the following reasons:

• To inform you about new products, services, and features offered by Strategic Coach®;
• To ease your renewal into the Program upon the completion of each workshop series year;
• To be better able to chart your progress through the workshops;
• To determine if a new client has been referred by a former or current client; and finally,
• To facilitate your re-registration into the Program after leaving the Program. We know from experience that former clients often seek to re-register for the Program either within several months, or even several years, after leaving the Program.

Some information about the use of cookies on our website

Our website uses per-session cookies, which are commonly used tools to facilitate the exchange of information between your browser and our server. These cookies allow us to present, and you to view, certain graphic elements on the website.

Per-session cookies are stored in memory while you are visiting the website and are set to expire from your cache three (3) hours after leaving our website.

The per-session cookies do not provide our website with access to anything else on your system, including private information about you. Our website can only retrieve the per-session cookie.

You can set your browser to detect and reject cookies by taking the following steps. However, please note that if you choose to reject cookies, you will not be able to view all graphic elements on our site.

For Internet Explorer:

• Choose Tools in the menu bar, then Internet Options.
• Select the Security tab, then click the zone you would like to change, followed by the Custom button.
• Scroll down to the header titled Cookies, and choose how you would like to handle cookies. You can choose to accept cookies from all sites, refuse to accept any, or be prompted whenever a site wants to send you a cookie.

For Firefox, Safari, and other Mozilla-based browsers:

You may refuse cookies entirely by setting an option in the Privacy section in Preferences.

The information we are collecting includes:

• The name of your Internet Service Provider, its Internet Protocol address, and the name of your Service Provider’s server. (Strategic Coach® makes no attempt to link these addresses with the identity of visitors to our website.)
• The length of each visit.
• The number of requests per visit.
• Your type of operating system, e.g., Windows, Mac, Unix, etc.
• Your browser type, e.g., Netscape Navigator, Internet Explorer, etc.

The information is collected by the server in an aggregate format so that we can assess those pages that are most frequented by visitors of our site. We do not link this information with the identity of any visitor to our website, to any of the information you voluntarily provide when you visit our site, or to your identity when you become a participant in the Program.

Safeguarding data

Strategic Coach® takes all feasible and reasonable precautions to protect the personal information that we collect from you. Every staff member must sign a Confidentiality and Non-Disclosure Agreement wherein he/she agrees not to improperly use and/or disclose any personal information about clients or other individuals who have contacted Strategic Coach®. Also, your personal information is retained in a secure database, which is only accessible by password and is protected by the use of firewalls.

Individual access to your personal information

If you wish to have access to the personal information that we retain on file, or if you wish to correct, update, or delete any information on file, please contact Serafina Pupillo at 416.531.7399 or 1.800.387.3206, ext. 247, or by email at legalinfo@strategiccoach.com.

Privacy Policy Inquiries

We may update our Privacy Policy from time to time. If the policy is revised in a material way, a notice will be posted on our website along with the updated Privacy Policy.

If you have any questions or wish to raise any issues regarding our Privacy Policy or the handling of your personal information, please contact Serafina Pupillo at 416.531.7399 or 1.800.387.3206, ext. 247, or by email at legalinfo@strategiccoach.com.