PRIVACY POLICY

(Updated 01.05.24)

Thank you for choosing to be part of our community at Portfolio Consultancy, doing business as Jane Harders trading as Portfolio Consultancy (“we”, “us”, “our”).

We are committed to protecting your personal information and your right to privacy. If you have any questions or concerns about this privacy notice, or our practices with regards to your personal information, please contact us at jane@portfolio-info.co.uk

When you visit our website https://portfolio-info.co.uk (the “Website”), and more generally, use any of our services (the “Services”, which include the Website), we appreciate that you are trusting us with your personal information.

In this privacy notice we seek to explain to you in the clearest way possible what information we collect, how we use it and what rights you have in relation to it.

This privacy notice applies to all information collected through our Services (which, as described above, includes our Website), as well as any related services or events.

1. WHAT INFORMATION DO WE COLLECT?

Personal information you disclose to us

In Short:  We collect personal information that you provide to us.

We collect personal information that you voluntarily provide to us when you register for newsletters via the Website, express an interest in obtaining information about us or our products and Services, when you apply for a place on one of our workshops/ qualification programmes or otherwise when you contact us.

The personal information that we collect depends on the context of your interactions with us, the choices you make and the products and features you use. The personal information we collect may include names, phone numbers, email addresses, usernames, passwords, billing addresses, and contact data.

Information automatically collected

In Short:  Some information — such as your Internet Protocol (IP) address and/or browser and device characteristics — is collected automatically when you visit our Website.

This information does not reveal your specific identity (like your name or contact information) but may include device and usage information, such as your IP address, browser and device characteristics, operating system, language preferences, referring URLs, device name, country, location, information about how and when you use our Website and other technical information. This information is primarily needed to maintain the security and operation of our Website, and for our internal analytics and reporting purposes.

2. HOW DO WE USE YOUR INFORMATION?

In Short:  We process your information for purposes based on legitimate business interests, the fulfilment of our contract with you, compliance with our legal obligations, and/or your consent.

We use personal information collected via our Website for a variety of business purposes described below. We process your personal information for these purposes in reliance on our legitimate business interests, in order to enter into or perform a contract with you, with your consent, and/or for compliance with our legal obligations. We indicate the specific processing grounds we rely on next to each purpose listed below.

We use the information provided to us to:

  • Respond to enquiries: We may use your information to respond to your enquiries via an online Contact form.
  • Deliver and facilitate delivery of services to the user:  We may use your information to provide you with the requested service.
  • Facilitate account creation and logon process for users who are studying ILM qualifications with us.
  • Manage user accounts: We may use your information for the purposes of managing our account and keeping it in working order.
  • Protect our Services: We may use your information as part of our efforts to keep our Website safe and secure (for example, for fraud monitoring and prevention).
  • Enforce our terms, conditions and policies for business purposes, to comply with legal and regulatory requirements or in connection with our contract.
  • Respond to legal requests and prevent harm:  If we receive a legal request, we may need to inspect the data we hold to determine how to respond.
  • Send you marketing and promotional communications. We may use the personal information you send to us for our marketing purposes, if this is in accordance with your marketing preferences.

3. WILL YOUR INFORMATION BE SHARED WITH ANYONE?

In Short:  We only share information with your consent, to comply with laws, to provide you with services, to protect your rights, or to fulfil business obligations.

We may process or share your data that we hold based on the following legal basis:
Consent: We may process your data if you have given us specific consent to use your personal information for a specific purpose.

Legitimate Interests: We may process your data when it is reasonably necessary to achieve our legitimate business interests.

Performance of a Contract: Where we have entered into a contract with you, we may process your personal information to fulfil the terms of our contract.

Legal Obligations: We may disclose your information where we are legally required to do so in order to comply with applicable law, court order, or legal process, such as in response to a court order or a subpoena (including in response to public authorities to meet national security or law enforcement requirements).

Vital Interests: We may disclose your information where we believe it is necessary to investigate, prevent, or take action regarding potential violations of our policies, suspected fraud, situations involving potential threats to the safety of any person and illegal activities, or as evidence in litigation in which we are involved.

4. DO WE USE COOKIES?

We may use cookies and other tracking technologies to collect and store your information for analytical purposes.

You can opt out of Cookies via the opt-out button when you first visit the Website.

Most Web browsers are set to accept cookies by default. If you prefer, you can usually choose to set your browser to remove cookies and to reject cookies.

5. HOW LONG DO WE KEEP YOUR INFORMATION?

In Short:  We will only keep your personal information for as long as it is necessary for the purposes set out in this privacy notice, unless a longer retention period is required or permitted by law.

No purpose in this notice will require us keeping your personal information for longer than the period of time in which users have an account with us.

When we have no ongoing legitimate business need to process your personal information, we will either delete or anonymise such information, or, if this is not possible (for example, because your personal information has been stored in backup archives), then we will securely store your personal information and isolate it from any further processing until deletion is possible.

6. HOW DO WE KEEP YOUR INFORMATION SAFE?

We aim to protect your personal information through a system of organizational and technical security measures designed to protect the security of any personal information we process.

7. WHAT ARE YOUR PRIVACY RIGHTS?

In Short:  In some regions, such as the European Economic Area (EEA) and United Kingdom (UK), you have rights that allow you greater access to and control over your personal information. You may review, change, or terminate your account at any time.

In some regions (like the EEA and UK), you have certain rights under applicable data protection laws. These may include the right (i) to request access and obtain a copy of your personal information, (ii) to request rectification or erasure; (iii) to restrict the processing of your personal information; and (iv) if applicable, to data portability.

In certain circumstances, you may also have the right to object to the processing of your personal information. To make such a request, please use the contact details provided below. We will consider and act upon any request in accordance with applicable data protection laws.

If we are relying on your consent to process your personal information, you have the right to withdraw your consent at any time. Please note however that this will not affect the lawfulness of the processing before its withdrawal, nor will it affect the processing of your personal information conducted in reliance on lawful processing grounds other than consent.

If you have questions or comments about your privacy rights, you may email us at jane@portfolio-info.co.uk

8. ACCOUNT INFORMATION

ILM Students: If you would like to review or change the information held in your Student account, you can contact us using the contact information provided.

Opting out of email newsletter: You can unsubscribe from our newsletter email list at any time by clicking on the unsubscribe link in the emails that we send or by contacting us using the details provided below. You will then be removed from the email list.

9. HOW CAN YOU CONTACT US ABOUT THIS NOTICE?

If you have questions or comments about this notice, you may contact our Data Protection Officer (DPO), Jane Harders, by email at jane@portfolio-info.co.uk, by phone at +44 800 978 8750, or by post to:

Portfolio Consultancy
Jane Harders
The Haven, Dogmills
Ramsey IM7 4AD