Policies

Coaching Terms and Conditions

These terms and conditions apply to the Coaching Services and Content provided to you by Leadership Transformation Ltd trading as “Legacy Vision Leadership”, a company registered in England and Wales whose registered number is 16739018 and whose registered office is at 3 Gilletts Lane, East Malling, West Malling, Kent, England, ME19 6AS (“Legacy Vision Leadership”, “we”, “us” or “our”).

1.      Our services

You can find everything you need to know about our coaching services (the “Coaching Services”) on our website before you order.

When you sign up to receive Coaching Services from us, we also provide you with access to digital content (the “Content”) for you to use in connection with the Coaching Services. Each coaching participant will be granted access to our online portal (the “Portal”), where the Content will be made available. We may also share Content with you in other formats from time to time, for example via email.  

2.      How our agreement is formed

To purchase Coaching Services and Content from us, you will need to complete our online checkout form and provide us with the requested details. As part of this process you will be asked to indicate your acceptance of these terms and conditions.

An agreement will only be formed between us once we have reviewed and accepted your order.

We will send you an order confirmation email to confirm that we have accepted your order. At this point the agreement between us will be formed, made up of your order details specified in the order confirmation email and these terms and conditions.

Occasionally we may need to reject orders, for example because you are located in a country where we do not provide services or because the Coaching Services and Content were mispriced by us. When this happens, we let you know as soon as possible and refund any sums you have paid.

References to “you” in these terms and conditions are references to the customer specified on the online check out form. You will provide this information when you are signing up. You could be a corporate entity, a sole trader or a consumer.

Any individual accepting these terms on behalf of a corporate entity confirms that they have authority to do so and to bind the corporate entity to these terms and conditions.

If you are a corporate entity rather than an individual sole trader or consumer, you will also be asked to specify details of the individual participant that will be receiving our coaching services.

3.      We don’t give business customers all the same rights as consumers

You are a business customer if you are purchasing Coaching Services or Content wholly or mainly for use in connection with your trade, business, craft or profession, even if you are an individual. This will include corporate entities as well as sole traders.

Business customers have different rights where there is a problem with their order and we don’t compensate them in the same way for losses caused by us. Where a term applies just to businesses or just to consumers, this is clearly stated.

4.      Free trials

Sometimes we make free trials available. If you are a consumer, we will always remind you in good time before your free trial ends and give you chance to end your agreement with us before you need to pay for our Coaching Services and Content.

Where we provide Coaching Services, Content or Portal access as part of a free trial we make no commitments to you about the quality or availability of these.

5.      The Coaching Services

The Coaching Services and Content are provided for the benefit of the participant(s) specified in your order confirmation email only (the “Participant(s)”). We will have no liability to third parties for their reliance on the

Coaching Services or Content. Where you are a corporate entity, third parties include other members of your personnel which are not a named Participant.

We will try our best to meet any agreed performance dates, but any dates specified by us are estimates only. If we need to move any performance dates or reschedule a coaching session we will give you as much prior notice as possible.

Some of our coaching sessions are group sessions and others are individual sessions.

You cannot reschedule group coaching sessions. If you are unable to attend a scheduled group coaching session and a recording of the session is available, we may share this with you afterwards. 

Each Participant may reschedule one individual coaching session a month, but cannot reschedule any more than this. If you or a Participant cannot attend a coaching session, you must give us at least 48 hours’ notice (or ensure that the Participant gives us at least 48 hours’ notice). If you or a Participant fail to give us at least 48 hours’ notice, or have already rescheduled one coaching session that month, it will not be possible to reschedule. You will not be entitled to a refund of any fees paid in advance for coaching sessions that you did not receive as a result.

Where you or a Participant are permitted to reschedule an individual coaching session, it must be rescheduled within one month of the original coaching session.

The Coaching Services will be delivered remotely via video or audio calls, unless otherwise agreed in writing with you.

You must join all coaching sessions on time, or where applicable ensure that all Participants join coaching sessions on time.

We cannot guarantee any outcomes from the Coaching Services and do not make any commitments to you or the Participant about what can be achieved as result of receiving the Coaching Services. 

6.      The Portal and the Content

Each Participant will be granted access to the Portal.

After the Coaching Services have been performed the Participant will be able to continue using any Content made available to them during the course of the Coaching Services, for their own personal or business development purposes only. You shall not, and shall ensure that each Participant shall not, commercialise or sell any Content that we make available to you or the Participant.

We may also, at our discretion, allow the Participant to continue accessing the Portal after the Coaching Services have been performed without additional charge, provided that such access complies with these terms and conditions.  

We reserve the right to:

·        suspend or terminate access to the Portal at any time, for any reason including prior to the Coaching

Services being fully performed;

·        introduce additional charges for continued access to the Portal after the Coaching Services have been fully performed (this would be subject to a new agreement which you would have the choice to enter into); and/or

·        change the design, features and/or functionality of the Portal and the Content at any time.

We cannot and do not guarantee the continuous, uninterrupted or error-free operability of Portal.

You shall, and shall ensure that each Participant shall, keep Portal log-in details, including password, confidential and secure. You shall ensure that each account on the Portal is only used by the Participant registered for that account and shall ensure that Participants do not share Portal log-in details.

You shall not, and where applicable shall ensure that each Participant shall not:

●       distribute or transmit any virus through the Portal;

●       attempt to copy, duplicate, modify, create derivative works from or distribute all or any part of the Portal or the

Content except as expressly permitted by us within these terms and conditions or in writing;

●       attempt to reverse compile, disassemble, reverse engineer or otherwise reduce to human-perceivable form all or any part of the Portal;

●       circumvent any of the technical limitations of the Portal, or decompile or otherwise reconstruct the Portal;

●       use the Portal in a way that could damage, disable, overburden, impair or compromise the Portal;

●       access, monitor or copy any data or information on the Portal using any robot, spider, scraper or other automated means or any manual process without our express written permission;

●       access all or any part of the Portal in order to build a product or service which competes with the Portal or our Coaching Services; or

●       infringe our intellectual property rights or those of any third party in relation to your use of the Portal.

 

7.      Intellectual property rights

All intellectual property rights in the Coaching Services, Portal and Content (including text, graphics, software, photographs and other images, videos, sound, trade marks and logos), are owned by us or our licensors. Except as expressly set out here, nothing in these terms and conditions gives you any rights in respect of any intellectual property owned by us or our licensors and you acknowledge that you do not acquire any ownership rights by downloading any Content or accessing our Portal.

Provided that the fees have been paid, we grant the Participant the right to:

●       use the Content for the Participant’s own personal or business development purposes, but with no right to commercialise or sell the Content; and

●       access the Portal for the purpose of receiving the Coaching Services and accessing the Content, subject to our right to suspend or terminate access to the Portal at any time, for any reason.

The Participant must not sub-license, assign or otherwise transfer the rights granted here.

You grant us the right to use, copy and modify any materials provided to us by you or the Participant for the purpose of us providing the Coaching Services, Portal and Content.

8.      Payment

We will charge you when we accept your order, using the payment card details you provide to us.

For some orders we may take payment at monthly intervals, using the payment card details you provide to us. If this option is available, it will be explained during the order process. 

If we are unable to collect any payment that you owe to us we reserve the right to suspend our Coaching Services and access to the Content and Portal until payment has been paid in full and in cleared funds.

We charge interest on late payments

If we're unable to collect any payment you owe to us we charge interest on the overdue amount at the rate of 2% a year above the Bank of England base rate from time to time. This interest accrues on a daily basis from the due date until the date of actual payment of the overdue amount, whether before or after judgment. You pay us the interest together with any overdue amount.

We pass on increases in VAT

The total charges for the Coaching Services and Content that are specified on our website and as part of the online checkout process, are inclusive of VAT.

If the rate of VAT changes between your order date and the date we supply the Coaching Services and Content, we adjust the rate of VAT that you pay, unless you have already paid in full before the change in the rate of VAT takes effect.

If you are a business customer you have no set-off rights

If you are a business customer you must pay all amounts due to us under this agreement in full without any set-off, counterclaim, deduction or withholding (other than any deduction or withholding of tax as required by law).

9.      We're not responsible for delays outside our control

If our supply of Coaching Services or the Content is delayed by an event outside our control (for example a natural disaster, epidemic or pandemic, terrorist attack, riot, war or interruption of utility supply), we will contact you as soon as possible to let you know and do what we can to reduce the delay. As long as we do this, we won't compensate you for the delay, but if the delay is likely to be substantial you can contact us to end the agreement and receive a refund for any Coaching Services or Content you have paid for in advance, but not yet received.

10.   If you are a consumer, when you can and cannot change your mind

In certain circumstances consumers have a 14 day cooling off period during which they can change their mind and request a full refund. The 14 day cooling off period starts from the day that the consumer’s order is accepted.  

However this 14 day cooling off period does not apply, and you cannot change your mind about an order with us for, paid for:

·       Coaching Services, once these have been completed; or

·       Content, after you have started to download or stream this,

in each case provided that you asked us to supply the Coaching Services or Content during the 14 day cooling off period and were told that you would lose your legal right to change your mind as a result.  

We make the Content and the Portal available for you to access straight away after we have accepted your order, and so we consider you to have started to use these straight away. We also make our Coaching Services available straight away. We remind you of this when you place your order and you can then choose whether to proceed with your order which will involve us supplying the Coaching Services and Content during the 14 day cooling off period. Once you place your order you therefore cannot change your mind and receive a refund.  

11.   Your rights and remedies if you are a consumer

We honour our legal duty to provide you with Coaching Services and Content that are as described to you and that meet all the requirements imposed by law. Your legal rights are summarised below. These are subject to certain exceptions. For detailed information please visit the Citizens Advice website www.citizensadvice.org.uk.

Summary of your key legal rights

For the Coaching Services, the Consumer Rights Act 2015 says:

·        You can ask us to repeat or fix a service if it's not carried out with reasonable care and skill, or get some money back if we can't fix it.

·        If a price hasn't been agreed upfront, what you're asked to pay must be reasonable.

·        If a time hasn't been agreed upfront, it must be carried out within a reasonable time.

For the Content, the Consumer Rights Act 2015 says:

·        The digital content must be as described, fit for purpose and of satisfactory quality.

·        If your digital content is faulty, you're entitled to a repair or a replacement.

·        If the fault can't be fixed, or if it hasn't been fixed within a reasonable time and without significant inconvenience, you can get some or all of your money back.

·        If you can show the fault has damaged your device and we haven't used reasonable care and skill, you may be entitled to a repair or compensation

 

12.   We can end our agreement with you

We can end our agreement with you at any time and claim any compensation due to us if you don't make any payment to us when it's due and you still don't make payment within 14 days of our reminding you that payment is due. We can also suspend your access to the Coaching Services, Content and Portal straight away if you haven’t paid us.

We can end our agreement with you at any time and claim any compensation due to us if:

·       you don't, within a reasonable time of us asking for it, provide us with information, cooperation or access that we need to provide the Coaching Services; or

·       you don't, within a reasonable time allow us to supply the Coaching Services or Content to you,

and in these circumstances we will refund any fees paid by you in advance for Coaching Services and/or Content that we were unable to provide.

Where the Coaching Services have been fully performed and we are continuing, at our discretion, to provide access to the Portal, either of us may end this agreement at any time for any reason, at which point the Participant’s right to access the Portal will automatically terminate. You can do this by contacting us at hello@legacyvisionleadership.com or by deleting your account on the Portal. We can do this by contacting you at the email address you provided to us when you signed up.

If we choose to revoke access to the Portal when the Coaching Services are fully performed, this agreement will end on completion of the Coaching Services.

13.   We don't compensate you for all losses caused by us or our Coaching Services or Content

Our liability to consumers:

We are not responsible for losses you suffer caused by us breaking this agreement if the losses are:

·       Unexpected. It was not obvious that it would happen and nothing you said to us before we entered into this agreement with you meant we should have expected it (so, in the law, the loss was unforeseeable).

·       Caused by a delaying event outside our control. As long as we have taken the steps set out in section 9 (‘We're not responsible for delays outside our control’).

·       Avoidable. Something you could have avoided by taking reasonable action.

Our liability for any loss you suffer in connection with your trade, business, craft or profession is limited, as described in the ‘Our liability to businesses’ sub-section below.

Our liability to businesses:

If you're a business, then, except in respect of the losses described in the ‘Losses we never limit or exclude’ sub-section below:

·       we shall not be liable to you, whether in contract, tort (including negligence), breach of statutory duty, or otherwise, for any loss of profit, or any indirect or consequential loss arising under or in connection with any contract between us; and

·       our total liability to you for all other losses arising under or in connection with any contract between us, whether in contract, tort (including negligence), breach of statutory duty, or otherwise, shall be limited to 100% of the total sums paid or payable by you under this agreement.

Losses we never limit or exclude. Nothing in this agreement shall limit or exclude our liability for:

·       death or personal injury caused by our negligence, or the negligence of our employees, agents or subcontractors (as applicable);

·       fraud or fraudulent misrepresentation;

·       breach of the terms implied by section 2 of the Supply of Goods and Services Act 1982; or

·       any other matter in respect of which it would be unlawful for us to exclude or restrict liability.

14.   Confidentiality

Neither of us must disclose to any other person any confidential information concerning the business, affairs, personnel, customers, clients or suppliers of the other party, except as permitted by this section 14 (‘Confidentiality’).

This obligation will continue even after this agreement has ended.

Each of us may disclose the other party's confidential information:

·       to its employees, officers, representatives, contractors, subcontractors or advisers who need to know such information for the purposes of it carrying out its obligations under this agreement. Each of us must ensure that our employees, officers, representatives, contractors, subcontractors or advisers to whom we disclose the other party's confidential information, comply with this section 14 (‘Confidentiality’); and

·       if required to do so by law, a court of competent jurisdiction or any governmental or regulatory authority.

Neither of us must use the other party's confidential information for any purpose other than to perform its obligations under this agreement.

15.   We use Participant personal data as set out in our Privacy Policy

How we use any personal data you give us is set out in our Privacy Policy.

If you are a business customer, we shall each be an independent controller of any personal data shared in connection with this agreement. We anticipate that the personal data shared between us under this agreement will include names, job roles, email addresses and postal addresses of Participants. The Participant will also directly provide us with additional personal data about themselves that will be processed by us in confidence, unless the Participant authorises us to share this additional information with you or a third party, or we have a legal or regulatory obligation to disclose it.

Where you are a business customer and we share personal data between us, the following requirements will apply:

·       we both agree to comply with all applicable legislation relating to the protection of personal data, including the UK GDPR, the Data Protection Act 2018, the Data (Use and Access) Act 2025 and the Privacy and Electronic Communications Regulations 2003 and any legislation replacing the foregoing from time to time (the “Data

Protection Laws”);

·       you warrant and represent that (i) you are lawfully permitted to share the personal data with us; and (ii) the personal data you share is accurate and up-to-date and has at all times been collected and processed by and on behalf of you in accordance with the Data Protection Laws;

·       we shall each notify the other without undue delay on becoming aware of any personal data breach in respect of any personal data shared between us;

·       we shall each ensure that all individuals or personnel with access to the shared personal data are subject to enforceable confidentiality obligations concerning the shared personal data; and

·       we shall each ensure that we have in place appropriate technical and organisational measures to protect against unauthorised or unlawful processing of personal data and against accidental loss or destruction of, or damage to, personal data.

16.   Notices

Any notice or other communication given by either of us under this agreement shall be in writing and shall be sent by email:

·        to us at: hello@legacyvisionleadership.com; and

·        to you at: the email address you provide to us when signing up for our Coaching Services and Content.

Any notice or communication shall be deemed to have been received at the time it was sent, or, if this time falls outside business hours in the place of receipt, when business hours resume. Business hours means 9.00am to 5.00pm Monday to Friday, on a day that is not a public holiday in the place of receipt.

17.   You have several options for resolving disputes with us

Our complaints policy. We will do our best to resolve any problems you have with us or our Coaching Services or Content as per our Complaints Policy.

Resolving disputes without going to court. Alternative dispute resolution is an optional process where an independent body considers the facts of a dispute and seeks to resolve it, without you having to go to court. If you're not satisfied with the outcome you can still go to court.

You can go to court. This agreement is governed by English law. If you are a consumer then, wherever you live, you can bring claims against us in the English courts and if you live in Wales, Scotland or Northern Ireland, you can also bring claims against us in the courts of the country you live in. If you are a consumer we can claim against you in the courts of the country you live in. If you are a business you irrevocably agree to submit all disputes arising out of or in connection with our agreement with you to the exclusive jurisdiction of the English courts.

18.   Other important terms apply to our agreement

If you are a business customer this is our entire agreement with you. These terms and conditions together with the details specified in your order confirmation email constitute the entire agreement between us in relation to your purchase. You acknowledge that you have not relied on any statement, promise, representation, assurance or warranty made or given by us or on our behalf which is not set out in this agreement and that you have no claim for innocent or negligent misrepresentation based on any statement in this agreement.

We can transfer our agreement with you, so that a different organisation is responsible for supplying your Coaching Services and Content. We'll tell you in writing if this happens and if you are a consumer we'll ensure that the transfer won't affect your rights under the agreement.

You can only transfer your agreement with us to someone else if we agree to this.

Nobody else has any rights under this agreement. This agreement is between you and us. Nobody else can enforce it and neither of us will need to ask anybody else to sign-off on ending or changing it.

If a court invalidates some of this agreement, the rest of it will still apply. If a court or other authority decides that any term of this agreement is unlawful, the rest of the terms will continue to apply.

Even if we delay in enforcing this agreement, we can still enforce it later. We might not immediately chase you for not doing something (like paying) or for doing something you're not allowed to, but that doesn’t mean we can't do it later.

VAT

All products are shown inclusive of VAT at checkout.

Privacy Policy

1. Who we are

This privacy policy is issued by Leadership Transformation Ltd trading as “Legacy Vision Leadership” (“we”, “us” or “our”), a company registered in England and Wales with company number 16739018 with its registered office at 3 Gilletts Lane, East Malling, West Malling, Kent, England, ME19 6AS. We are a controller of your personal data and are responsible for ensuring that it is properly protected. We are registered with the Information Commissions Office in the UK with reference ZC025794.

Please see the 'How to contact us' section at the end of this privacy policy if you have any questions about this privacy policy or the data we hold about you.

2. This privacy policy

Please read this privacy policy carefully as it contains important information about who we are and how and why we collect, store, use and share your personal data. It also explains your rights in relation to your personal data and how to contact us or supervisory authorities in the event you have a complaint.

This privacy policy explains how we collect and process information about you if you are:

a) a website visitor that is using our website at hello@legacyvisionleadership.com;

b) a recipient of our coaching services and/or user of our online coaching portal; or

c) a business contact, including a member of personnel at a business that we have referral arrangements in place with.

We collect, use and are responsible for certain personal data about you. When we do so we are subject to the UK data protection laws. If you are located in the European Economic Area (EEA), we are also subject to the EU General Data Protection Regulation (EU GDPR) and other local laws in relation to services we offer to individuals in the EEA.

3. Our collection and use of your personal data

Personal data means any information about an individual from which they can be identified, whether directly or indirectly. It does not include anonymised data, which is data that can no longer be associated with you.

How your personal data is collected

We collect personal data about you in different ways, including:

Direct interactions. You may give us your personal data when you use our website, register with us as a coaching participant or coaching portal user, sign up to our mailing list, send us feedback, or purchase services from us.

Automated technologies or interactions. As you interact with our website or online coaching portal, we will automatically collect Technical Data (defined below) about your equipment, browsing actions and patterns. We collect this personal data by using cookies and other similar

technologies.

Publicly available sources. We will receive Identity and Contact Data about you from various publicly available sources including Companies House, your social media profiles, your own website and third party sites such as Google and Amazon. We predominantly use information from these publicly available sources for business-to-business marketing purposes.

Third parties. We may sometimes receive Technical Data and Identity and Contact Data from third parties, including business partners, social media companies and analytics providers. This is predominantly for referral purposes, as well as online analytics.

Personal data we collect about you

The personal data we collect about you depends on how and why you engage with us.

If you are a website visitor, we may collect the following information about you:

Identity Data - full name, marital status, title, date of birth and gender.

Contact Data - address, email address and telephone number(s).

Technical Data - internet protocol (IP) address, your login data, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform and other technology on the devices you use to access this website.

Usage Data - data about how you use our website, including survey responses.

Marketing and Communications Data - your preferences in receiving marketing from us and your communication preferences.

If you are a recipient of our coaching services and/or user of our online coaching portal, we may collect

the following information about you:

Identity Data - full name, marital status, title, date of birth and gender.

Contact Data - address, email address and telephone number(s).

Profile Data - your username and password for the online coaching portal, orders made by you and coaching sessions completed by you, your interests and preferences.

Technical Data - internet protocol (IP) address, your login data, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform and other technology on the devices you use to access this website.

Usage Data - data about how you use our website, including survey responses.

Marketing and Communications Data - your preferences in receiving marketing from us and your communication preferences.

Financial Data - bank account and payment card details.

Transaction Data - details about payments to and from you and other details of services you have purchased from us

Coaching Data – any other personal data you may choose to provide to us in connection with the coaching that we deliver to you, including any information about your personal circumstances and lifestyle

If you are a business contact, we may collect the following information about you:

Identity Data - full name and title.

Contact Data - address, email address and telephone number(s).

Financial Data - bank account and payment card details (if you are an individual/sole trader that we have referral arrangements with, which involve us paying referral fees to a personal bank account).

We need this personal data to provide you with access to our website and to provide you with our services. If you do not provide personal data we ask for, it may delay or prevent us from providing the website or our services to you.

Our website is not intended for use by children and we do not knowingly collect or use personal data relating to children.

We do not routinely collect any information about Criminal Conviction and Offences.

Nor do we routinely collect any Special Categories of Personal Data (this includes details about your race or ethnicity, religious or philosophical beliefs, sex life, sexual orientation, political opinions, trade union membership, information about your health, and genetic and biometric data). However on occasion you may choose, at your discretion, to share some special category personal data with us during a coaching session. We will only process this personal data with your explicit consent.

We may also collect and use Aggregated Data such as statistical or demographic data for our own business purposes. Aggregated Data may be derived from your personal data but is not considered personal data in law as it does not include information that can directly or indirectly identify you.

How and why we use your personal data

Under data protection law, we can only use your personal data if we have a lawful basis for doing so, which includes:

Contract (only where we contract with you directly, in your capacity as a consumer): where our use of your personal data is necessary to perform a contract we have with you, or because you have asked us to take specific steps before entering into a contract.

Legitimate interests: where our use of your personal data is necessary for our legitimate interests or the legitimate interests of a third party (unless there is a good reason to protect your privacy rights and freedoms which override our legitimate interests).

Legal obligation: where our use of your personal data is necessary for us to comply with the law (not including contractual obligations).

Consent: where you have given us clear consent for us to process your personal data for a specific purpose.

The table below explains what we use your personal data for and why, as well as what our legitimate interests are where we are relying on our legitimate interests as the lawful basis to process your personal data:

Purpose/Activity

Type of data

Lawful basis for processing including basis of legitimate interest

Where you are a recipient of our

services to register you as a new

customer and/or user on our online coaching portal.

(a) Identity

(b) Contact

(c) Profile

(a) Performance of a contract with you.

(b) Necessary for ours and a third party’s legitimate interests (to set up and manage our website user relationships)

Where you are a recipient of our

services, to provide services to

you, including:

(a) to deliver coaching services to

you

(b) to manage payments, fees and charges

(c) to collect and recover money

owed to us

(a) Identity

(b) Contact

(c) Profile

(d) Financial

(e) Transaction

(f) Coaching (including Special Category

Personal Data if you choose to divulge this during a coaching

session)

(a) Performance of a contract with you

(b) Necessary for our legitimate interests (to recover debts due to us and to provide our products/services to our paying

customers)

If the data is a Special Category of Personal Data we will only process this with you explicit consent.

For all categories of data subject,

to manage our relationship with

you which will include:

(a) Notifying you about changes to our website, services, terms and conditions, or privacy policy

(b) Asking you to leave a review or take a survey

(c) Responding to queries you may raise

(a) Identity

(b) Contact

(c) Profile

(d) Usage

(e) Marketing and

Communications

(a) Performance of a contract with you

(b) Necessary to comply with a legal obligation

(c) Necessary for our legitimate interests (to manage our customer relationships, keep our records updated and to study how customers use our services

Where you are a website visitor or online coaching portal user, to

administer and protect our

business, website and online

coaching portal (including

troubleshooting, data analysis,

testing, system maintenance,

support, reporting and hosting of data)

(a) Identity

(b) Contact

(c) Technical

(a) Necessary for our legitimate interests (for running our business, provision of

administration and IT services, network security, to prevent fraud and in the context of a business reorganisation or group

restructuring exercise)

(b) Necessary to comply with a legal obligation

For all categories of data subject,

to deliver relevant content and

marketing materials to you and

measure or understand the

effectiveness of the marketing we send to you

(a) Identity

(b) Contact

(c) Profile

(d) Usage

(e) Marketing and

Communications

(f) Technical

(a) Consent, having obtained your prior consent to receiving direct marketing communications

OR

(b) Necessary for our legitimate interests (to study how customers use our services,

to develop them, to grow our business and to inform our marketing strategy)

Where you are a website visitor or online coaching portal user, to use data analytics to improve our website, online coaching portal, marketing, customer relationships and experiences

(a) Technical

(b) Usage

(a) Necessary for our legitimate interests (to define types of customers for our services, to keep our website and online

coaching portal updated and relevant, to develop our business and to inform our marketing strategy)

OR

(b) Consent, having obtained your prior consent to non-essential cookies or receiving direct marketing communications.

For all categories of data subject,

to make suggestions and

recommendations to you about

services that may be of interest to you

(a) Identity

(b) Contact

(c) Technical

(d) Usage

(e) Profile

(a) Consent, having obtained your prior consent to receiving direct marketing

communications

OR

(b) Necessary for our legitimate interests (to develop our services and grow our business)

Where you are a business contact, to set you up as a referrer and pay you or your business referral fees for referrals made to us

(a) Identity

(b) Contact

(c) Financial

(a) Performance of a contract with you.

(b) Necessary for ours and a third party’s legitimate interests (to set up and manage our referral relationships)

4. Who we share your personal data with

We may share your personal data with the third parties set out below for the purposes listed in the above table in the ‘how and why we use your personal data’ section:

• External third parties we use to help provide our website, online coaching portal and services to

you, e.g. Kajabi our online platform provider and Zoom our chosen video call provider, both of

which are US companies.

• Other external third parties we use to help us run our business, e.g. Google our document

management and email provider.

• Our external professional advisors (such as our lawyers or accountants).

We only allow our service providers to handle your personal data if we are satisfied they take appropriate

measures to protect your personal data. We also impose contractual obligations on service providers to

ensure they can only use your personal data to provide services to us and to you.

We may disclose your personal data to law enforcement agencies and regulatory bodies to comply with

our legal and regulatory obligations.

We may also need to share personal data with other third parties, such as potential buyers of some or

all of our business or during a company re-structuring. Alternatively, we may seek to acquire other

business or merge with them. Personal data will be anonymised where possible, but this may not always

be possible. The recipient of the personal data will be bound by confidentiality obligations.

5. Transferring your personal data out of the UK and EEA

To provide our website, online coaching portal and services to you, it is sometimes necessary for us to

share your personal data outside the UK or EEA, for example with our service providers that are either

located outside the UK or EEA, or that transfer personal data outside of the UK or EEA. This will also

be necessary where you yourself are located outside of the UK or EEA.

Transfers of personal data outside of the UK are subject to special rules under UK data protection law.

This is because non-UK countries do not have the same data protection laws as the UK.

Transfers of EU personal data outside of the EEA are subject to special rules under EU data protection

law. This is because non-EU countries do not have the same data protection laws as the EU.

We will ensure that any transfer of personal data outside of the UK or EEA (as applicable) complies with

data protection laws and that all personal data will be secure.

As a result, when we transfer personal data outside of the UK or EEA we will ensure that the transfer

complies with data protection laws by following one of the below steps:

• Confirming that the recipient is located in a country which has been recognised as having an

adequate level of protection for personal data (this will include US companies registered with the

EU-US Data Privacy Framework and the UK extension to this).

• Putting in place safeguards (such as approved standard contractual clauses) so that you have

enforceable rights and effective legal remedies.

• Confirming that a specific exception applies under data protection law (we very rarely rely on

these specific exceptions though).

For more information about our international transfers, please contact us using the information below.

6. Cookies and other tracking technologies

A cookie is a small text file which is placed onto your device (e.g. computer, smartphone or other

electronic device) when you use our website and online coaching portal. We use cookies on our website

and online coaching portal. Cookies help us recognise you and your device and store some information

about your use of our website or online coaching portal. Please see our Cookie Policy for further details.

7. Coaching session recordings

From time to time we may ask whether you consent to us recording a coaching session which you are

participating in. We will only record your participation in a coaching session with your consent.

You do not have to provide your consent and if you do provide your consent you can withdraw this at

any time by contacting us. We will then delete the relevant recording(s).

We will make sure that any session recordings are stored securely.

You can access any recordings that you feature in on request at any time.

8. Marketing

We may use your personal data to send you updates (by email, telephone or post) about our services,

including exclusive offers, promotions or new services.

You will receive these marketing communications from us if you expressly opted-in to receive them (in

which case we rely on your consent), or if it is otherwise in our legitimate interests to send them.

We will always treat your personal data with the utmost respect and never sell or share it with other

organisations for their marketing purposes.

Regardless of whether you have given your consent to receive marketing communications, or it is in our

legitimate interests to send them, you always have the right to opt out of receiving further promotional

communications by:

• Contacting us at hello@legacyvisionleadership.com.

• Using the ‘unsubscribe’ link in emails.

We may ask you to confirm or update your marketing preferences if there are changes in the law,

regulation, or the structure of our business.

Please note that we may also send you other communications in relation to your purchase of services

(including email and text reminders for coaching sessions) or in order to respond to queries you have

raised, such communications are service communications and are not considered a form of marketing

communications.

9. Your rights

You have the following rights, which you can exercise free of charge:

Access

The right to be provided with a copy of your

personal data (the right of access)

Rectification

The right to require us to correct any mistakes in

your personal data

To be forgotten

The right to require us to delete your personal

data—in certain situations

Data portability

The right to receive the personal data you

provided to us, in a structured, commonly used

and machine-readable format and/or transmit

that data to a third party—in certain situations

To object

The right to object:

—at any time to your personal data being

processed for direct marketing;

—in certain other situations to our continued

processing of your personal data, e.g.

processing carried out for

Not to be subject to automated individual

decision making

The right not to be subject to a decision based

solely on automated processing (including

profiling) that produces legal effects concerning

you or similarly significantly affects you

For further information about your rights please contact us or see the guidance provided by the UK Information Commissioner’s Office (ICO) on individuals’ rights or if you are located in the EEA, the guidance provided by your local supervisory authority.

If you would like to exercise any of your rights, please:

• Email, call or write to us — see the 'How to contact us' section at the end of this policy.

• Let us have enough information to identify you e.g. your full name and email address.

• Let us have proof of your identity if requested.

• Let us know which right you want to exercise and the data to which your request relates.

10. How long your personal data will be kept

We will not retain your personal data for longer than necessary for the purposes set out in this privacy policy. Different retention periods apply for different types of personal data.

When it is no longer necessary to retain your personal data, we will delete or anonymise it.

As an indication, if you purchase services from us, we will keep your personal data while we are providing those services. Thereafter, we will keep your personal data for as long as is necessary:

• To respond to any questions, complaints or claims made by you or on your behalf.

• To show that we treated you fairly.

• To keep records required by law.

To determine the appropriate retention period for personal data, we consider the amount, nature, and sensitivity of the personal data, the potential risk of harm from unauthorised use or disclosure of your personal data, the purposes for which we process your personal data and whether we can achieve those purposes through other means, and the applicable legal requirements.

You can request further details of retention periods for different aspects of your personal data by contacting us.

11. Keeping your personal data secure

We have appropriate security measures to prevent personal data from being accidentally lost, or used or accessed unlawfully. We limit access to your personal data to those who have a genuine business need to access it. Those processing your personal data will do so only in an authorised manner and are subject to a duty of confidentiality.

We also have procedures in place to deal with any suspected data security breach. We will notify you and any applicable regulator of a personal data breach where we are legally required to do so.

12. How to complain

Please contact us if you have any query or concern about our use of your data (see below ‘How to contact us’). We hope we will be able to resolve any issues you may have.

You also have the right to lodge a complaint with the Information Commissioner. The Information Commissioner may be contacted at https://ico.org.uk/make-a-complaint or telephone: 0303 123 1113

13. How to contact us

You can contact us using the contact details below if you have any questions about this privacy policy or the data we hold about you, to exercise a right under data protection law or to make a complaint.

Our contact email address is: hello@legacyvisionleadership.com

14. Changes to this privacy policy

This privacy policy was last updated in July 2025. We keep our privacy policy under regular review to make sure it is up to date and accurate. If we change our privacy policy from time to time, we will post the details of any changes here. We may also take reasonable steps to notify you if the changes affect how your personal data is processed.

Cookie Policy

Please read this cookie policy carefully as it contains important information on who we are and how we use cookies on our website. This policy should be read together with our Privacy Policy which sets out how and why we collect, use and share personal information generally, as well as your rights in relation to your personal information and details of how to contact us and supervisory authorities if you have a complaint.

Who we are

This website is operated by Leadership Transformation Ltd trading as “Legacy Vision Leadership” (“we”, “us”, “our”).

Our website

This cookie policy relates to your use of our website, www.legacyvisionleadership.com.

Throughout our website we may link to other websites owned and operated by third parties which we think may be of interest to you. These third party websites may also use cookies or similar technologies in accordance with their own separate policies. For privacy information relating to the third party websites in the table below, please consult their policies as appropriate.

Cookies

A cookie is a small text file which is placed on your device (e.g. computer, smartphone or other electronic device) when you use our website. We use cookies on our website. These help us recognise you and your device and store some information about your preferences or past actions.

For example, we may monitor how many times you visit the website or which pages you go to. This information helps us to build a profile of our users and ensure our site is working correctly. However, when we analyse this information it is often in aggregated or statistical format.

For further information on our use of cookies, including a detailed list of your information which we and others may collect through cookies, please see below.

For further information on cookies generally, including how to control and manage them, visit the guidance on cookies published by the UK Information Commissioner’s Office, www.aboutcookies.org or www.allaboutcookies.org.

Consent to use cookies and changing settings

We will ask for your consent to place cookies or other similar technologies on your device, except where they are essential for us to provide you with a service that you have requested, for example cookies that allow you to add items to your online shopping basket and remember that you have added them as you move around the website.

You can withdraw any consent to the use of cookies or manage any other cookie preferences by visiting our cookie settings page by clicking the link “Update Consent Preferences” at the bottom of this page and select to disable categories of non-essential cookies. It may be necessary to refresh the page for the updated settings to take effect.

Our use of cookies

We use the following categories of cookies:

  • Strictly necessary cookies. These are cookies that are required for the operation of our website to enable you to move around our website and use its features. Without these cookies our website does not work properly. 

  • Analytical or performance cookies. These cookies help us understand how many people visit our website and how they navigate through it. This information helps us make our website better, ensuring that visitors can find what they need easily. The data collected by these cookies is combined and anonymous, so it doesn't identify you personally. If you disable these cookies, we won't know when you visit our website and won't be able to track how well it's performing.

  • Targeting cookies. These cookies record your visit to our website, the pages you have visited and the links you have followed. We will use this information to make our website and the advertising displayed on it more relevant to your interests. We may also share this information with third parties for this purpose so that they can serve you with relevant advertising on their websites.

The table below provides detailed information about the cookies we use and why.

──────────────────────────────
Essential cookies (we do not need to obtain your consent before using these cookies)
──────────────────────────────

Name: __cf_bm
Who is cookie set by: Cloudflare
Category: Necessary
Purpose: This cookie, set by Cloudflare, is used to support Cloudflare Bot Management.
Duration: 1 hour

Name: _cfuvid
Who is cookie set by: Cloudflare
Category: Necessary
Purpose: Cloudflare sets this cookie to track users across sessions to optimize user experience by maintaining session consistency and providing personalized services.
Duration: Session

Name: __cfruid
Who is cookie set by: Cloudflare
Category: Necessary
Purpose: Cloudflare sets this cookie to identify trusted web traffic.
Duration: Session

Name: cookieyes-consent
Who is cookie set by: Leadership Transformation Ltd
Category: Necessary
Purpose: Our CookieYes platform sets this cookie to remember users' consent preferences so that their preferences are respected on subsequent visits. It does not collect or store any personal information about site visitors.
Duration: 1 year

Name: m
Who is cookie set by: Stripe
Category: Necessary
Purpose: Stripe sets this cookie for fraud prevention purposes. It identifies the device used to access the website, allowing the website to be formatted accordingly.
Duration: 1 year 1 month 4 days

Name: __stripe_mid
Who is cookie set by: Stripe
Category: Necessary
Purpose: Stripe sets this cookie to set a unique session identifier to recognize users across sessions.
Duration: 1 year

Name: __stripe_sid
Who is cookie set by: Stripe
Category: Necessary
Purpose: Stripe sets this cookie to set a unique session identifier for a single session.
Duration: 1 year

Name: __Host-stripe.mkt.csrf
Who is cookie set by: Stripe
Category: Necessary
Purpose: Stripe sets this cookie for payment processing purposes.
Duration: Session

Name: kjbsession
Who is cookie set by: Leadership Transformation Ltd
Category: Necessary
Purpose: This cookie is used for tracking the visitor active admin session so that the visitor doesn't need to re-login.
Duration: 1 day

Name: AWSALBTG
Who is cookie set by: AWS
Category: Necessary
Purpose: This is a load balancing cookie which allows session persistence by ensuring that subsequent requests from you are routed to the same server.
Duration: 7 days

Name: AWSALBTGCORS
Who is cookie set by: AWS
Category: Necessary
Purpose: This is a load balancing cookie which allows session persistence by ensuring that subsequent requests from you are routed to the same server.
Duration: 7 days

Name: vs_uniques_template_metadata
Who is cookie set by: Leadership Transformation Ltd
Category: Necessary
Purpose: This cookie is set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in, or filling in forms.
Duration: 6 months

Name: csrftoken
Who is cookie set by: Leadership Transformation Ltd
Category: Necessary
Purpose: This cookie is used for security purposes to prevent Cross-Site Request Forgery (CSRF) attacks.
Duration: 1 year

Name: dds
Who is cookie set by: Leadership Transformation Ltd
Category: Necessary
Purpose: This cookie is used to track user sessions and group events within a single session across different pages on a website for core website functionality such as security, network management, and accessibility.
Duration: 15 minutes

Name: kjbua_components
Who is cookie set by: Leadership Transformation Ltd
Category: Necessary
Purpose: Enables session management across Kajabi.
Duration: Session

──────────────────────────────
Non-essential cookies (we obtain your consent before using these cookies)
──────────────────────────────

Name: rl_anonymous_id
Who is cookie set by: RudderStack
Category: Targeting
Purpose: RudderStack sets this cookie to store statistical data of users' behaviour on the website, which can be used for internal analytics by the website operator.
Duration: 1 year

Name: rl_page_init_referrer
Who is cookie set by: RudderStack
Category: Targeting
Purpose: RudderStack sets this cookie, which is used to store performed actions on the website.
Duration: 1 year

Name: test_rudder_cookie
Who is cookie set by: RudderStack
Category: Targeting
Purpose: RudderStack uses this cookie to check if cookie storage is accessible.
Duration: 1 year

Name: _ga
Who is cookie set by: Leadership Transformation Ltd
Category: Analytical
Purpose: This cookie calculates visitor sessions and campaign data and tracks site usage anonymously.
Duration: 1 year 1 month 4 days

Name: ga*
Who is cookie set by: Leadership Transformation Ltd
Category: Analytical
Purpose: This cookie stores and counts page views.
Duration: 1 year 1 month 4 days

Name: rl_session
Who is cookie set by: Leadership Transformation Ltd
Category: Analytical
Purpose: This cookie is used to track a user's session, helping to provide insights into their behaviour within a single visit to the website.
Duration: 1 year

Name: vs_uniques_offer
Who is cookie set by: Leadership Transformation Ltd
Category: Analytical
Purpose: This cookie tracks unique visitors for offer view stats.
Duration: 6 months

──────────────────────────────

Third party access to the cookies

The cookies we use will only be accessed by us and those third parties named in the table above for the purposes referred to in this cookie policy. Those cookies will not be accessed by any other third party.

How to turn off all cookies and consequences of doing so

If you do not want to accept any cookies, you may be able to change your browser settings so that cookies (including those which are essential to the services requested) are not accepted. If you do this, please be aware that you may lose some of the functionality of our website.

For further information about cookies and how to disable them please go to the guidance on cookies published by the UK Information Commissioner’s Office, www.aboutcookies.org or www.allaboutcookies.org.

How to contact us

Please contact us if you have any questions about this cookie policy or the information we hold about you.

If you wish to contact us, please send an email to hello@legacyvisionleadership.com.

Changes to this policy

This policy was last updated in July 2025.

We may change this policy from time to time, when we do we will inform you by publishing an updated version of the policy on this website.

Complaints Policy

This Policy

This policy explains how:

-            You, the customers, can raise a complaint about our goods and services; and

-            How we will deal with complaints.

We will always aim to provide high-quality goods and services and to provide a high standard of customer care. We recognise however that sometimes we may not get things right. It is therefore important that you can raise any issues or complaints with us.

 

How to Make a Complaint

If you would like to make a complaint, you can do so via email to: hello@legacyvisionleadership.com

 

Information

Please include the following information in your complaint:

-            Your full name

-            Your contact details (telephone and email)

-            The fact that you are raising a complaint

-            Any relevant dates and times which are relevant to your complaint

-            The types of goods or services we have provided to you

-            Any order or reference numbers we have provided you

-            A key summary of the problems you have experienced and why the goods or services were not satisfactory

 

What to Expect

Complaints will be processed and looked at during our business hours which are:

               Monday to Friday between 9am and 5pm GMT.

Complaints will be dealt with by our designated complaints handling team.

 

Acknowledgment

We will acknowledge your complaint within 2 business days of our receipt of it.

 

Investigation

We will then conduct a thorough investigation into your complaint. We may need to contact you in order to obtain further details during the investigation.

Response

A response to your complaint will ordinarily be provided to you via email.

Once we have acknowledged your complaint, we will ordinarily provide the full response within 14 business days. Sometimes, the investigation may take longer. If this is the case we will contact you to tell you, and you will be provided with a revised timeframe within which you should expect to receive a response. You will receive regular updates thereafter.

We may agree with all or some of your grounds of complaint. If this is the case, we will aim to offer a satisfactory solution to you, which may include:

-            A full refund

-            A partial refund

-            Credit or vouchers

-            A discount code for future goods and services

-            Replacement goods

-            Provision of the services again

We will offer the solution which we judge is most appropriate in the circumstances. The above examples are the usual solutions we may offer, although there may be occasions where we offer a different solution where this is appropriate.

If we do not agree with your grounds of complaint, you will be provided with full details to explain why this is the case. IF you are unhappy with this decision you may wish to progress matters externally (see below).

 

Other options

We hope that we will be able to help in resolving your complaint. However, if you are not happy with the outcome of your complaint, you may with to raise a formal dispute externally via other avenues.

Ombudsman

The following ombudsman scheme can assist in resolving disputes about our goods and services INTERNATIONAL REGULATOR OF COACHING AND MENTORING (IRCM).

If you are not content with our response, you can provide a letter confirming that we have reached a position of deadlock so that your complaint can be considered by the ombudsman. Furthermore, if the complaint has not been resolved or you have not heard from us within 8 weeks, you will also have the right to refer the complaint to the ombudsman.

Following any deadlock letter or after the above period of time has elapsed, you will have a period of 1 month to refer the matter to the ombudsman.

Details about the ombudsman, including further information about the time limits and requirements, can be found on the website of INTERNATIONAL REGULATOR OF COACHING AND MENTORING (IRCM).

Legal Claims

We would always hope that disputes can be resolved at the lowest possible level. However, if the complaint cannot be resolved by any of the above methods, you may wish to obtain legal advice and/or explore other legal remedies which may be available to you.

Information about your legal rights as a consumer can be found on the Citizens Advice Bureau website.

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