Optimising Futures is the trading name of Jane Marshall. It is UK-based and the website is hosted by WIX.com. The website is only accessed by Jane Marshall.

Optimising Futures uses a Cloud Service Provider (CSP) as part of the processing environment. Unless specifically stated otherwise, Jane Marshall is, in respect of the CSP, the data controller.

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Optimising Futures collects personal data from you for one or more of the following purposes:

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• To provide you with information that you have requested or which we think may be relevant to a subject in which you have demonstrated an interest;

• To initiate and complete commercial transactions with you, or the entity that you represent, for the purchase of services;

• To fulfil a contract that we have entered into with you or with the entity that you represent;

• To ensure the security and safe operation of our website and underlying business infrastructure;

• To manage any communication between you and Jane Marshall.

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Transactional information is collected to process customer purchase transactions for services, and to ensure any transaction issues can be dealt with.

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You can opt out of any future communications from Optimising Futures at any time by emailing janemarshallpsi@gmail.com with the word UNSUBSCRIBE in the subject line.

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Transactional data:

Purpose of collection

To provide you with information

Information category

Subject matter information

Data collected

Personal contact information as provided through website forms or at trade shows or any other means: name, email address, phone number

Purpose for collection

To provide appropriate online or email information about products and services that you have requested and to provide further, related, online or email information and ongoing updates in relation to the identified area of interest.

Lawful basis for processing

Contractual fulfilment

Data shared with?

Internally and with Wix Inbox:

• Wix Inbox will need to access information  such as your email address, email subject lines, and the body of emails

• Wix Inbox will never share this information with third parties or use it for any marketing purposes.

• Wix.com Ltd. is based in Israel, which is considered by the European Commission to be offering an adequate level of protection for the Personal Information of EU Member State residents

• For Wix.com Ltd full Privacy Policy: https://www.wix.com/about/privacy

Retention period

Maximum 8 years from when the data  is collected.

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Purpose of collection

Transactional information

Information category

Transaction details and payment card data

Data collected

Name, physical address, email address, telephone number, bank account details (for credit accounts), credit card details, primary account number (PAN), cardholder name, service code, expiration date and other media of content delivery

• the transmission of sensitive payment information (such as a credit card number) through the designated purchase forms is protected by an industry standard SSL/TLS encrypted connection

• PayPal warrants that PayPal and our services comply and will comply with PCI DSS.

• For PayPal full Privacy Policy: https://www.paypal.com/uk/webapps/mpp/ua/privacy-full?locale.x=en_GB

Purpose for collection

To process purchase transactions for products and services with customers, and to ensure any transaction issues can be dealt with. Also, for accounting and taxation purposes

Lawful basis for processing

Contractual performance or statutory legal requirement

Data shared with?

Internally and:

• for accounting and taxation purposes internally and, as necessary, with professional advisers

• payment card companies, all in line with PCI DSS

Retention period

Maximum 8 years from the date of the performance of the contract and

• for payment card details - only retained whist authorisation is pending.

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Purpose of collection

Communications

Information category

Contact information

Data collected

Names, contact details, identification details

Purpose for collection

To communicate with you about any issue that you raise with us or which follows from an interaction between us.

Lawful basis for processing

Legitimate interest

Data shared with?

Internally and, as necessary, with professional advisers

Retention period

Relevant statutes of limitation.

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Safeguarding Policy

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• Jane Marshall has an annual enhanced DBS and will comply with all safeguarding requirements and/ or policies as specified by the school or other institution she is visiting

• If any photographs or videos are taken while Jane Marshall is speaking in a school or at a conference or other venue, it is the responsibility of the school, conference organisers or other venue to comply with any safeguarding requirements.

• If any clients choose to post their own photographs on social media in relation to any service provided by Jane Marshall Optimising Futures, it is the responsibility of the client to be aware of and comply with any safeguarding requirements.

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