1. INFORMATION THAT WE COLLECT ABOUT YOU

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1.1 Data collection and use

We collect information directly from you and from the following sources:

• Referrals or recommendations, including from within the Transformation Leader network or from a third party;

• Social media sites and other external internet sites, such as LinkedIn;

• Publicly available resources such as telephone directories, newspapers, internet sites, commercially available data resources, public registries or public records.

Categories of information we collect about you include:

• Personal information such as name and title, contact details, and company information;

• Communications with you (for example, by email, messaging apps, or contact forms);

• Information you provide when posting content on social media sites or in our online communities.

We use this information for activities including:

• Facilitating our business through communication with clients, students, community members and other business contacts, e.g. to communicate about courses, coaching, events, workshops, conferences, or webinars;

• Internal analysis and research to help us improve existing products and services and create new ones (e.g. new courses, programs, events, or tools);

• Sending marketing to business contacts regarding our services, products, events and community opportunities which may be of interest, and to promote our business and brand;

• Administering our website and online platforms, investigating complaints and providing customer support;

• Monitoring social media and community content to manage relations with our community, respond to feedback, and promote our business and brand.

We use this information because:

• It is necessary to perform our obligations or exercise our contractual rights (for example, delivering a course you have purchased);

• It is necessary to comply with applicable laws or regulations;

• We have a legitimate business interest to:

  • Manage and promote our business and brand;

  • Provide and improve our services;

  • Operate, secure and develop our business operations; and

• We have your consent (where required under applicable law) to use your information for marketing. Where we rely on your consent, you have the right to withdraw it at any time by contacting us.

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Information we collect when you register for and attend one of our virtual or in-person events

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This includes conferences, masterclasses, workshops, webinars, retreats, and other Transformation Leader events.

Categories of information we collect about you include:

• Information you provide during registration, such as name, business email address, job title, professional interests, requested accommodation, and payment card information;

• Information you provide throughout the event to receive additional materials or resources (e.g. via QR scan, form submission, or link click);

• Geo-location information at an in-person event (for example, where we use RFID-enabled badges or similar tools and you do not request a non-RFID badge, if available);

• Information collected when you use any Transformation Leader event apps or digital tools;

• Information collected if we record sessions (audio, video, chat, or Q&A).

We use this information for activities including:

• Enabling you to attend and participate in our events;

• Running and managing our events;

• Sending materials and resources related to topics that may be of interest to you;

• Analyzing attendee interests and interactions with the event (including use of geo-location and engagement data, where applicable);

• Marketing our events and services through the use of video, audio, written testimonials, and other content (where lawful and appropriate);

• Providing recordings of certain sessions to attendees, community members and interested contacts via our platforms, or through Transformation Leader social media sites.

We use this information because:

• It is necessary to perform our obligations or exercise our contractual rights (for example, delivering an event you registered for);

• It is necessary to comply with applicable laws or regulations (for example, health and safety or financial regulations);

• We have a legitimate business interest to:

  • Manage and promote our business and brand;

  • Operate our events and programs;

  • Provide and improve our services;

  • Collect relevant information for hospitality, accessibility, and health and safety purposes.

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Information we collect from users of:

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• Our public and member-based websites and portals;

• Our apps or digital products (if and when offered);

• Transformation Leader social media pages and online communities (e.g. Facebook groups, LinkedIn groups, WhatsApp communities, forums or similar platforms).

Categories of information we collect about you include:

• Information you provide when you enter information on our website, such as contact details, payment card information, responses to online questionnaires, surveys or feedback forms;

• Information you provide when you subscribe to email newsletters (such as name, email address, job title, company);

• Information you provide when registering for an online or member account, including name, business or personal email address, job title, organization, organization’s address, direct telephone number, photograph and biographical details;

• Where you have an online or member account, log-in credentials and information about your use of and preferences for these services;

• Information you provide when you connect or link your profile with social media accounts (for example, LinkedIn), such as profile photo and headline;

• Any URLs or pages visited within our logged-in areas and learning platforms (to the extent necessary to provide and improve our services).

We use this information for activities including:

• Enabling you to access your Transformation Leader accounts and services across devices;

• Personalizing your experience of our websites, learning platforms and apps (for example, recommended content or courses);

• Administering our websites, platforms and apps;

• Internal analysis and research to help us improve existing products and services and create new ones;

• Enabling peer networking opportunities based on your background and interests (for example, matching you to relevant communities or groups);

• Providing more customized client or learner support;

• Investigating complaints and resolving issues;

• Monitoring social media and community content to manage relations with clients and community members and promote our business and brand.

We use this information because:

• It is necessary to perform our obligations or exercise our contractual rights;

• It is necessary to comply with applicable laws or regulations;

• We have a legitimate business interest to:

  • Promote our brand and business through our website and social platforms;

  • Monitor, investigate and report any attempts to breach the security of our services;

  • Provide and improve our services and user experience;

  • Operate and grow our business; and

• We have your consent (where required under applicable law) to use your information for marketing. Where we rely on your consent, you may withdraw it by contacting us.

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Information we collect about the use of our website, platforms and apps

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Categories of information we collect about you include:

• Information captured in our web logs such as device information (e.g. device brand and model, screen dimensions), unique identification numbers (e.g. IP address and device ID), and browser information (e.g. URL, browser type, pages visited, date/time of access), geo-location, and other device-specific and internet connection information;

• Advertising-related information (such as size/type of ad, ad impressions, location/format of ad, data about interactions with ads we serve or track);

• Behavioral information (such as information on the behavior or presumed interests of individuals, which may be used to create a user profile);

• Information captured by our cookies and similar technologies (see our Cookie Policy).

We use this information for activities including:

• Personalizing the experience of our website and platforms;

• Administering our websites and platforms;

• Performing statistical and trend analysis to improve user experience and performance;

• Providing better, more customized client service;

• Detecting and preventing fraudulent and/or unlawful use of our websites, products and services, including user-generated content;

• Investigating and resolving complaints.

We use this information because:

• It is necessary to comply with applicable laws or regulations (for example, security and fraud prevention);

• We have a legitimate business interest to:

  • Monitor, investigate and report any attempts to breach the security of our websites and services;

  • Improve the performance and user experience of our digital channels;

  • Customize the client or learner experience.

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Information we collect from participants in surveys, diagnostics, or assessments

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This includes leadership diagnostics, workplace assessments, feedback surveys and similar tools.

Categories of information we collect about you include:

• Personal information such as name and title, contact details, and company name;

• Demographic information provided by your employer or by you (where applicable and lawful);

• Responses to survey, assessment, or diagnostic questions.

We use this information for activities including:

• Validating and analyzing surveys and diagnostics;

• Conducting general research, including creating or updating aggregate benchmark data sets, leadership models, and reports;

• Providing our consulting, coaching, and training services;

• Developing new learning products, programs, and services.

We use this information because:

• We have a legitimate business interest to:

  • Provide and update benchmark data and analysis;

  • Validate and update our products, curricula, and services.

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Information we collect when you participate in Transformation Leader communities or peer groups

 

This includes any online communities, forums, masterminds, membership programs, or peer groups we operate.

Categories of information we collect about you include:

• Information you provide when you create a community or member profile, including: name and title, contact details, and company information;

• A photograph, video, or audio file containing your image or voice (for example, profile photos or recorded sessions);

• Information you choose to add to your profile, including links to your LinkedIn or other social media profiles;

• Communications with you;

• Contributions you make to our communities, including posts, comments, messages, reviews, poll responses, or survey answers;

• Information you provide when you subscribe to community-related email newsletters (such as name, email address, job title);

• Log-in credentials and information about your use of and preferences within our communities or membership platforms.

We use this information for activities including:

• Providing and operating the community or membership services;

• Sending notices about your account or membership;

• Enabling you to access your account across devices;

• Personalizing your community experience (for example, recommended groups or content);

• Internal analysis and research to help us improve existing and create new products and services;

• Administering our websites, platforms, and apps, investigating any complaints and providing support;

• Running contests, promotions, surveys or community features;

• Contacting you about products and services that may be of interest, including our own or carefully selected partners’ offerings (where lawful);

• Enabling peer networking and collaboration opportunities.

We use this information because:

• It is necessary to provide the service;

• It is necessary to perform our obligations or exercise our contractual rights;

• It is necessary to comply with applicable laws or regulations;

• We have a legitimate business interest to:

  • Manage and promote our business and brands;

  • Monitor, investigate and report any attempts to breach the security of our platforms;

  • Provide and improve our services;

  • Operate and grow our business; and

• We have your consent (where required under applicable law) to use your information for marketing. Where we rely on your consent, you may withdraw it at any time by contacting us.

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1.2 Special categories of information

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Certain types of personal information are more sensitive than others. This includes information about health, disability, race, ethnicity, criminal offences (or alleged offences), political opinions, biometric information or religion. It is voluntary for you to disclose this information, but where we collect or receive these types of information about you, we will handle them with additional safeguards.

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Information we collect when you attend our virtual or in-person events

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Categories of information we may collect include:

• Dietary requirements that may imply specific religious beliefs or medical conditions;

• Any physical or mental disability or impairment you may disclose to us (for example, accessibility needs).

We use this information for:

• Providing appropriate hospitality and accessibility at our events;

• Complying with health, safety, and accessibility obligations.

We use this information because:

• You have consented by providing it to us. Where we rely on your consent, you have the right to withdraw your consent at any time by contacting us. In some cases, we may also rely on legal obligations (for example, safety or equality laws) where applicable.

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Special category information that you choose to provide voluntarily as part of a survey, diagnostic, or assessment

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Categories of information we may collect include:

• Optional demographic details such as race, ethnicity, disability status, or similar categories (only where lawfully collected and clearly identified as optional).

We use this information for:

• Validating and analyzing surveys and diagnostics;

• Conducting general research, including creating or updating aggregate benchmark data sets and reports;

• Providing our services; and

• Developing new products and services.

We use this information because:

• You have consented by providing it to us. Where we rely on your consent, you have the right to withdraw it at any time by contacting us.

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1.3 Further information

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Where we collect and use information based on our legitimate interests as mentioned above, we will only do so where we consider that your interests or rights requiring protection of your personal information do not override our legitimate interests. For more information regarding our legitimate interests as applied to your personal information, please contact us using the details in the “Contact Us” section of our website.

Our websites, courses, and online services are intended for individuals who are at least 18 years old. They are not designed for use by individuals under the age of 18.

In certain circumstances, if you do not provide personal information which is required (for example, in relation to activating your account, processing your payment, or granting access to specific programs), we may not be able to perform our contractual obligations or provide you with certain products or services. When this is the case, we will make this clear at the point of collection.

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Recorded Communications

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We may ask to record calls or online sessions (e.g. coaching, support or training calls) for training, quality and research purposes. All recordings will be treated as confidential. If you do not want us to record your call or session, you will normally be given a chance to opt out. If your call is already in progress, you may ask us to turn off the recording at the start of the call.

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Communication with Colleagues

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You may use “share with a colleague” or similar functionality on some of our sites or apps to send your colleagues information from Transformation Leader. To fulfil this request, we may ask you for your and your colleague’s names and email addresses. We do not retain this data after the email is sent, other than as necessary for security and abuse prevention. Please be aware that your name and email address may be included in the communication sent to your colleague.

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Payment Card Information

Where you choose to pay for any Transformation Leader products or services using your payment card, we will collect personal data connected to your payment card. We use this data to process your payment and to prevent fraudulent transactions. We do this on the basis of performing our contract with you and, where applicable, with your consent.

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“Saved Items” / “My Favorites”

If our platforms include a “Saved Items”, “My Favorites”, or similar feature, this allows you to save content, add labels, tags, and notes to saved content, and (where available) share this content and notes with others. We may review information about your use of such features (for example, what you save, how you categorize it) and use this information to recommend content, tools, or other Transformation Leader services we think may be of interest to you. This information will only be accessible to Transformation Leader and will not be shared with other clients unless you choose to share it.

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Restricted Areas

If you access restricted areas of our sites or platforms (for example, logged-in course areas, membership communities, or resource libraries), we may collect information about your access to and use of materials, decision-support tools, and other online resources we offer.

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General Benchmarking and Research Purposes

Transformation Leader and its affiliates may use information disclosed through surveys, diagnostics, or otherwise provided to or generated by us (collectively “Research Data”) for validation, research, benchmarking, and product development. Unless otherwise specified prior to collection, Research Data will be disclosed only in aggregate and presented in anonymous form and will not include (directly or by inference) any information identifying participating organizations or individuals. Access to Research Data will be restricted to those individuals who need such access to deliver Transformation Leader products and/or services.

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Recommendation Algorithms

We may recommend content, topics, or programs based on your role, industry, and interactions with Transformation Leader. Your activities may include content you consume, courses you enroll in, topics you follow, events you attend, and engagement with our communications.

Our recommendation systems may refine over time based on your interactions to provide more relevant content. We use these systems to:

• Display recommended content and topics on dashboards or home pages;

• Suggest related content in the context of materials you are viewing;

• Deliver recommendations via in-app notifications or email.

The purpose is to surface high-value, decision-relevant content that helps you progress on your leadership, career, and transformation priorities.

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2. WHEN WE DISCLOSE YOUR PERSONAL INFORMATION

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We may disclose your personal information to third parties as follows:

• To Transformation Leader group companies and affiliates (if any) in order to process data for the purposes described in this Policy;

• When we have your consent or authorization to do so;

• When you engage directly with a sponsor or exhibitor at an in-person or virtual event (for example, by allowing them to scan your badge, joining a sponsored session, or opting in to receive their communications);

• To third parties who work on our behalf to service or maintain our systems and business contact databases, e.g. IT providers, hosting services, learning platforms, CRM providers, email and marketing automation providers;

• To third parties providing services to us or on our behalf who need access to your information (e.g. professional advisers such as auditors and lawyers, payment processors, event venues);

• To comply with applicable laws, protect rights, safety and property, and respond to lawful requests from public authorities (e.g. national security or law enforcement);

• Subject to applicable law, in the event that Transformation Leader is merged, sold, or in the event of a transfer of some or all of our assets (including in bankruptcy), or in the event of another corporate change, in connection with such a transaction or pre-transaction review.

Your personal information may also be shared if we anonymize and/or aggregate it, in which case it will no longer be considered personal information.

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Utilization Information

We may share information with our organizational clients (for example, your employer) about how their employees use our platforms and resources (e.g. usage trends, completion rates, popular content, or anonymized engagement data).

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3. DATA SUBJECT RIGHTS

Depending on where you live and applicable law, you may have certain rights regarding your personal information. A summary of common rights is set out below. To exercise these or other rights, please contact us at [insert contact email or web form link].

Such requests should include enough information to allow us to verify your identity (e.g. name, address, email address, or other reasonably required details). Where we receive a request, we will respond without undue delay and within the time required by applicable law. This may be extended in certain circumstances, for example where requests are complex or numerous.

We will provide information free of charge except where requests are manifestly unfounded or excessive (for example, because of their repetitive character). In those circumstances we may charge a reasonable fee or refuse to act on the request. We will inform you of any fee before proceeding. We may also ask for additional information to verify your identity before carrying out a request.

Right to access and/or correct your personal information
You may have the right to access personal information we hold about you and to be provided with a copy of that information (in most circumstances). You may also have the right to correct any information we hold about you that is inaccurate or incomplete.

Right to restrict use of your personal information
You may have the right to ask us to restrict processing of your personal information where:

• The processing is unlawful but you prefer restriction over deletion;

• You contest the accuracy of your personal information (restriction applies until we verify or correct it);

• We no longer require the personal information for processing purposes, but need to keep it in connection with a legal claim;

• You have exercised your right to object to processing and the restriction applies while we assess whether we have compelling legitimate grounds to continue.

Right to request deletion of your personal information
You may have the right to ask us to delete your personal information in certain circumstances. If you wish to stop receiving marketing communications, the best approach is typically for us to retain your information with a “do not contact” flag so we know not to contact you in future.

There may be exceptions where we cannot comply with a deletion request, for example where the information is required to comply with a legal obligation or to establish, exercise or defend legal claims.

Right to object to processing of your personal information
You may object to our use of your personal information for direct marketing at any time.

You may also object where we rely on legitimate interests for processing. In such cases, we will stop processing your personal information unless we demonstrate compelling legitimate grounds for processing that override your interests, rights and freedoms, or where we need to continue processing for the establishment, exercise or defence of legal claims.

Right to data portability
In many cases, you may have the right to receive personal information you have provided to us in a structured, commonly used and machine-readable format and to transmit that data to another controller, where technically feasible.

Right to lodge a complaint with a supervisory authority
If you have concerns about how we process your personal information, you may have the right to lodge a complaint with your local data protection authority (for example, in the country where you live, work, or where an alleged infringement took place).

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4. INTERNATIONAL TRANSFERS

Transformation Leader is a global-facing organization. We may transfer personal information to other Transformation Leader entities (if any) or to suppliers in other countries.

When we transfer personal information internationally, we will take reasonable steps to ensure that it is protected and that such transfers comply with applicable law. Where required (for example, for transfers from the European Economic Area, the United Kingdom, or Switzerland), we may rely on appropriate safeguards such as standard contractual clauses or other lawful transfer mechanisms.

Details of the safeguards we use for international transfers can be provided on request.

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5. RETENTION PERIODS

We keep your personal information only for as long as needed to fulfil the purposes for which it was collected, including to satisfy legal, accounting or reporting requirements.

In general, this means your personal information will be retained for:

• The duration of our relationship with you (for example, while you have an account, are enrolled in a course, or are part of a community); and

• Additional periods required by tax, company, and other applicable laws and regulations; and

• As long as necessary for you to bring a claim against us or for us to defend ourselves against any legal claims, within the applicable statutory limitation periods.

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6. CHOICES ABOUT YOUR INFORMATION

We believe it is important to give you choices about the use of your information. We will use your information as described in this Policy (or any service-specific or event-specific privacy notice). If we wish to use your information for a purpose not described here, we will explain that purpose and, where required, obtain your consent.

 

Marketing Communications

We respect your choices regarding marketing. You can change your marketing preferences at any time by following the unsubscribe link in our emails or by contacting us at [insert contact email].

If you unsubscribe from marketing, we may still send you service-related communications (for example, messages about your account, course access, or important policy changes).

We will not sell your information to third parties for their own direct marketing. We may share your information with our affiliates or carefully selected partners in limited circumstances, as described above, and always in line with applicable law.

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Events (including badges and scanning)

At in-person events, we may issue badges and use technology (such as scanning or RFID) to administer attendance and enhance the event experience. We may use this information to:

• Administer and improve the event;

• Monitor session attendance and engagement;

• Where appropriate, understand interest in specific topics or sessions.

We may allow sponsors or partners to scan badges at their booths or sponsored sessions. If you choose to have your badge scanned, you give us permission to share your contact details with that sponsor or partner. Their use of your information will be governed by their own privacy policy.

Badge scanning is optional, and you may refuse to have your badge scanned.

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7. SECURITY

We implement administrative, technical, and physical security measures designed to help protect personal information from unauthorized access, use, or disclosure.

Despite our efforts, no data transmission over the internet or storage system can be guaranteed to be 100% secure. You are responsible for maintaining the security of your account credentials and for notifying us promptly if you suspect unauthorized activity.

We make reasonable efforts to restrict access to personal information to only those employees, contractors, and agents who need such access to operate, develop, improve, or deliver our programs, products, and services.

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8. COOKIES AND SIMILAR TECHNOLOGIES

A cookie is a small text file with a unique identifier that is sent by a web server to your browser when you visit a site. Cookies and similar technologies are widely used to make websites work efficiently and to collect information about online preferences. For simplicity, we refer to all these technologies as “cookies”.

Some pages of our websites may also contain electronic images known as web beacons (also called clear gifs, tags or pixels) that allow us to count users who have visited a page or opened an email. Web beacons collect limited information such as a cookie number, time and date of page view, and a description of the page or email.

We may use cookies and similar technologies to:

• Operate and improve our websites and platforms;

• Personalize content and remember preferences;

• Measure the effectiveness of content, campaigns, and services;

• Serve and measure advertising (where applicable).

More detailed information on how we use cookies and how you can manage them is provided in our Cookie Policy.

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9. MISCELLANEOUS

9.1 Links

Our sites, platforms and communications may contain links to websites or resources that are not operated by Transformation Leader. We do not control these websites or their privacy practices. Any information you provide to such sites is subject to those sites’ privacy policies, not this Policy.

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9.2 Changes to this Policy

We may update this Policy from time to time. If we make material changes, we will post an updated version on our website and update the “last updated” date. We encourage you to review this Policy periodically to stay informed about our information practices.

Changes will take effect when posted on this page, unless otherwise stated.

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10. CALIFORNIA PRIVACY RIGHTS (IF APPLICABLE)

If you are a resident of California, you may have additional rights under the California Consumer Privacy Act (“CCPA”) and related laws. These may include rights to:

• Request information about the categories and specific pieces of personal information we have collected, the sources of that information, the business or commercial purposes for collecting it, and the categories of third parties with whom we share it;

• Request access to your personal information;

• Request deletion of certain personal information, subject to exceptions;

• Not be discriminated against for exercising any of your rights under applicable California law.

We do not “sell” personal information as that term is defined under California law.

To exercise your rights under California law, you can contact us at info@t4leader.com or via [insert contact form URL]. We may require you to verify your identity before we process your request. You may also designate an authorized agent to submit requests on your behalf, subject to verification.

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11. NEVADA PRIVACY RIGHTS (IF APPLICABLE)

Nevada law may give certain consumers the right to opt out of the “sale” of “personally identifiable information” as defined under Nevada law. We do not currently sell personal information in this sense.

If you are a Nevada resident and wish to submit a request regarding any potential future sale of your information under Nevada law, you may contact us at info@t4leader.com. If our practices change, we will honour your request in accordance with applicable law. 

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