Except as expressly provided in this Agreement, the Coach makes no guarantees, representations or warranties of any kind or nature, express or implied with respect to the coaching services negotiated, agreed upon and rendered. In no event shall the Coach be liable to the Client for any indirect, consequential or special damages. Notwithstanding any damages that the Client may incur, the Coach’s entire liability under this Agreement, and the Client’s exclusive remedy, shall be limited to the amount actually paid by the Client to the Coach under this Agreement for all coaching services rendered through and including the termination date. We do not provide legal advice.  Please consult with a competent legal counsel or other professionals before entering to any agreements or implementing recommendations. 

Terms of Service and Website Use
Information about us
These are the terms of service (“Terms”) for Kehoe Real estate Services, LLC(“us/we/our”) which apply to all use of our software subscription service (“Service”).
We reserve the right to amend these Terms from time to time and will post a message on our homepage along with the new version of the Terms if that happens. Your continued use of the Service will be deemed to be acceptance of any new Terms.
Who we are
We are Kehoe Real estate Services, LLC.
Please note we reserve the right at our discretion to reject applications to use our Service.
The Contract will run on either a monthly or annual subscription basis (as set out in the Registration Page or Registration Confirmation) unless you have registered on a free trial basis.
Renewal of Accounts
For month-to-month Contracts, the initial subscription term is one month. Your Contract will automatically renew for successive periods of one month after the initial subscription term, unless you cancel the Contract before the end of this period (or before the end of the current renewal period).
For annual Contracts, the initial subscription term is one year. For Semi-annual Contracts, the initial subscription is for 6 months. Your Contract will automatically renew for successive periods of one year or six months unless you cancel the Contract before the end of the initial subscription term (or before the end of the current renewal period).
Changing your Subscription Package
You can upgrade the subscription package of your Contract at any time through your user account options. This includes the ability to change from a monthly to an annual subscription package. Any change in price will automatically be applied to your Account.
You can also downgrade the subscription package of your Contract through your user account options, however the change to your subscription package will only take effect at the end of the initial subscription term (or current renewal period). Any change in price will automatically be applied to your Account.
Cancellation
You can choose to stop the Service at any time by cancelling your Contract through your user account options, in which case your Contract will expire at the end of the initial subscription term or current renewal period (as applicable). No further subscription fees will be charged but we shall not be obliged to refund any fees paid.
Termination
We shall be entitled to terminate the Contract at any time if you are in material breach of the Contract (e.g. fail to pay subscription fees) and either you fail to remedy the breach within the timescale we request or the breach is not capable of being remedied. We shall also be entitled to terminate the Contract if you become insolvent. Where we terminate the Contract due to your breach or insolvency, we shall not be obliged to refund any subscription fees you may have paid us.
These rights of termination will also apply to you against us. Where you terminate the Contract due to our insolvency or our material breach of the Contract (where we have not remedied the breach within 30 days of your written notification to do so, or the breach is not capable of being remedied), then you shall be entitled to a refund of any fees paid for services which have not been performed.
Use of your Account
Once the Contract is formed, and subject to you and all users you have authorized to access your Account (“Authorized Users”) complying with these Terms, you will be entitled to use, and permit Authorized Users to use, the Services via your Account solely for collecting, organizing, managing and collaborating on content for a specific project or projects. You are responsible for your Authorized Users’ use of the Service.
Authorized Users use of the Services will be subject to these Terms. Each Authorized User shall keep a secure password for his use of the Services via your Account. You must only allow the permitted number of Authorized Users to access your Account to use the Services. If you discover any unauthorized use of the Service you must promptly let us know.
You must keep your password and account details secure and ensure that only you and Authorized Users access your Account.
You and your Authorized Users shall not store or transmit any computer virus, or any material during the use of the Services that:
  • is unlawful, threatening, defamatory, obscene, infringing, discriminatory or is racially offensive;
  • facilitates or encourages illegal activity;
  • depicts sexually explicit images; or
  • promotes unlawful violence or causes damage or injury to any person or property,
and we reserve the right, without liability to you, to disable your access to any material that breaches this provision.
You are responsible for complying with the laws of the country from where you use the Service and to ensure you have all necessary permission and consents in place in relation to your use of the Service.
Hateful Imagery and Content
You may not use hateful images or symbols in your profile. You also may not use your profile to engage in abusive behavior, such as targeted harassment or expressing hate towards a person, group, or protected category.
You may not promote violence against or directly attack or threaten other people on the basis of race, ethnicity, national origin, caste, sexual orientation, gender, gender identity, religious affiliation, age, disability, or serious disease. We also do not allow accounts whose primary purpose is inciting harm towards others on the basis of these categories.

 

Payment
A subscription fee is due in advance for use of the Service (i.e. monthly in advance for month to month Contracts, and annually in advance for annual Contracts). The subscription fee will be detailed in your Registration Page or Registration Confirmation (as applicable). You may request a refund within the first 10 days of paid service if you are unsatisfied for any reason by emailing Bill@SynergyStrategyAdvisors.com. We will refund your first payment in full within 30 days. After the first 30 days all payments are non-refundable.
You must provide us with valid, up-to-date and complete credit card (or similar card) details, and you authorize us to bill such card on or after the first day of your initial subscription term, and thereafter on or after the first day of each subsequent renewal period.
Payment by credit card (or similar card) will be processed via Stripe. Where your card payment is not successful, or where you have failed to make payment of our invoice on the due date for payment, we will contact you and suspend access to your Account until payment has been made.
We shall be entitled to increase our subscription fees upon 14 days’ prior notice to you.
Please note that you are not entitled to a refund of subscription fees paid to us unless you terminate the Contract because of our material breach or insolvency in accordance with the ‘Our contract with you’ section above. (With the exception of the first 30 days of your paid service.)
Ownership of Data
We do not monitor Your Data posted or provided as part of the Service. You are solely responsible for all the data you enter or upload using the Service (“Your Data”), and any intellectual property rights in Your Data will be owned by you. We will comply with our Privacy Policy in relation to the use of Your Data.
In the event of any loss or damage to Your Data, your sole and exclusive remedy shall be for us to use reasonable commercial endeavors to restore the lost or damaged data from the latest back-up under our archiving procedure. We shall not be responsible for any loss, damage or disclosure of Your Data caused by any third party.
Where the Contract has expired or the Contract has been terminated by either of us, you may request a copy of Your Data from us within 12 months of the expiry or termination date (as applicable). After that period we will delete your Account, including invoice details, and all Your Data. It is your responsibility to either export and/or copy Your Data prior to the expiry or termination date, or request a copy from us within 12 months days of such date.
Data Protection
If Your Data includes any personal data then you acknowledge that we shall be deemed the data processor and you are the data controller in respect of any such personal data. 
Legislation. The scope, nature and purpose of processing by us is the provision of our Service. The type of personal data will be set out in any data you upload using the Service and the categories of data subjects are any individuals that may be referred to within such data. The duration of the processing is that of our retention period, which is a maximum of 12 months from expiry or termination of your Account.
You must ensure that you have all necessary consents and notices in place to enable lawful transfer of any personal data to us for the duration and purposes of this Contract.
We shall, in relation to any personal data processed in connection with the performance by us of our obligations under this Contract:
  • process the personal data only on your written instructions (unless otherwise required by applicable law);
  • maintain records of any processing of personal data that we carry out on your behalf;
  • ensure that we have in place appropriate technical and organizational measures to protect against unauthorized or unlawful processing of personal data and against accidental loss or destruction of, or damage to, personal data;
  • ensure that all personnel who have access to and/or process personal data are obliged to keep the personal data confidential;
  • assist you, at your cost, in responding to any request from a data subject and in ensuring compliance with your obligations under the Data Protection Legislation with respect to security, breach notifications, impact assessments and consultations with supervisory authorities or regulators;
  • notify you without undue delay on becoming aware of a personal data breach; and
  • at your written direction, delete or return personal data and copies thereof to you on termination of this Contract (unless required by applicable law(s) to store the personal data).
You consent to us appointing third-party processors of personal data who assist with web-hosting under this Contract and, in particular, the appointment of Heroku and Microsoft Azure. You acknowledge that our appointment of Heroku and Microsoft Azure may involve transfer of personal data out of the EEA and accordingly you consent to such transfer.
We confirm that we have entered, or will enter (as the case may be), a written agreement with any such third-party processor incorporating terms which are substantially similar to those set out in this section.
You warrant that:
  • you are not aware of any circumstances likely to give rise to breach of the Data Protection Legislation (including any personal data breach);
  • you have a lawful basis under the Data Protection Legislation to transfer the personal data to us for processing under this Contract, and such use will comply with all Data Protection Legislation;
  • you will promptly notify us of any action we must take to assist you with ensuring compliance with your obligations under Data Protection Legislation, including with request to security, breach notifications, impact assessments and consultations with supervisory authorities or regulators; and
  • the personal data is necessary, adequate, relevant, accurate and up-to-date and you will notify us promptly of any changes to the personal data.
Availability of Service
We shall use commercially reasonable endeavors to make the Services available 24 hours a day, seven days a week, except for planned or unplanned maintenance. We will try and ensure all maintenance is not carried out during office hours.
We will endeavor to respond to all customer support queries within 48 hours from Monday through Friday excluding national holidays.
You are solely responsible for procuring and maintaining your network connections and telecommunications links from your systems to our data centers. We are not liable for any delays, delivery failures and any other loss or damage arising from or relating to your network connections or telecommunications links or caused by the internet.
Our rights in the service
Software and related documentation provided in relation to the Service is only provided in relation to your use of the Service and are not provided, or to be used, for any other purpose. Except where this is part of your legitimate use of the Service you are not permitted to copy, modify, republish, download, display or distribute all or any part of such software or documentation in any form or media or by any means. Nor are you permitted to reverse compile, disassemble, or reverse engineer such software or make use of such software or documentation to build a product or service which competes with our Service.
Liability
This section sets out our entire liability to you in respect of any breach of Contract or any use made by you of the Service.
The Service is provided on an ‘as is’ basis, and we do not guarantee that the Service will be suitable for your intended use. However, nothing in these Terms seeks to exclude our liability for death or personal injury caused by our negligence, or for fraud or fraudulent misrepresentation.
Subject to the paragraph above, we exclude all other liability to the extent permitted by law and we shall not be liable for any loss of business, loss of profit, loss or corruption of data or for any indirect or consequential loss. Except for liabilities we have expressly not excluded, our total aggregate liability arising under the Contract or otherwise relating to the Service shall be limited to the total of subscription fees paid by you in the one month period preceding the date on which the claim arose, or where you have paid for a block period in advance, the average monthly charge for that period.
General legal provisions
We shall have no liability to you under the Contract if we are prevented from or delayed in performing our obligations under the Contract or from carrying on our business by acts or events beyond our reasonable control.
If we choose to waive any particular right we have under the Contract on any particular occasion this does not prevent us from exercising that right on another occasion.
If any part of the Contract is held by a court of law (or similar forum) to be invalid or unenforceable, this shall not affect the validity or enforceability of the rest of the Contract.
You are not entitled to transfer or assign your rights and obligations under the Contract to anyone else without our prior written permission.
If there are any disputes arising out of your use of the Service or relating to the Contract then these will be governed by the laws of England. If either party require to raise court proceedings in relation to any such dispute then these proceedings must be raised in Brevard County, Florida.
If you wish to contact us in writing or a provision of these Terms requires you to give us a notice in writing (for example, to cancel the Contract), please do so by email at Bill@SynergyStrategyAdvisors.com. If we have to contact you or give you notice in writing, we will do so by e-mail.‍
Terms of Website Use
This page (together with the documents referred to on it) tells you the terms of use on which you may make use of our public facing website www.paperbell.com (our site). Please read these terms of use carefully before you start to use the site. By using our site, you indicate that you accept these terms of use and that you agree to abide by them. If you do not agree to these terms of use, please refrain from using our site.
Affiliate Links
Some links on our blog and marketing communications are affiliate links, meaning we may receive a commission if you click these links.
Accessing our site
Access to our site is permitted on a temporary basis, and we reserve the right to withdraw or amend the service we provide on our site without notice (see below). We will not be liable if for any reason our site is unavailable at any time or for any period.
From time to time, we may restrict access to some parts of our site, or our entire site, to users who have registered with us.
If you choose, or you are provided with, a user identification code, password or any other piece of information as part of our security procedures, you must treat such information as confidential, and you must not disclose it to any third party. We have the right to disable any user identification code or password, whether chosen by you or allocated by us, at any time, if in our opinion you have failed to comply with any of the provisions of these terms of use.
You are responsible for making all arrangements necessary for you to have access to our site. You are also responsible for ensuring that all persons who access our site through your internet connection are aware of these terms, and that they comply with them.
Intellectual property rights
Other than in relation to content you create or upload using our services, we are the owner or the licensee of all intellectual property rights in our site, and in the material published on it. Those works are protected by copyright laws and treaties around the world. All such rights are reserved.
Other than in relation to content you create or upload using our services, the following conditions apply:
  • You may print off one copy, and may download extracts, of any page(s) from our site for your personal reference and you may draw the attention of others within your organization to material posted on our site.
  • You must not modify the paper or digital copies of any materials you have printed off or downloaded in any way, and you must not use any illustrations, photographs, video or audio sequences or any graphics separately from any accompanying text.
  • Our status (and that of any identified contributors) as the authors of material on our site must always be acknowledged.
  • You must not use any part of the materials on our site for commercial purposes without obtaining a license to do so from us or our licensors.
  • If you print off, copy or download any part of our site in breach of these terms of use, your right to use our site will cease immediately and you must, at our option, return or destroy any copies of the materials you have made.
Reliance on information posted
Commentary and other materials posted on our site are not intended to amount to advice on which reliance should be placed. We therefore disclaim all liability and responsibility arising from any reliance placed on such materials by any visitor to our site, or by anyone who may be informed of any of its contents.
Our site changes regularly
We aim to update our site regularly, and may change the content at any time. If the need arises, we may suspend access to our site, or close it indefinitely. Any of the material on our site may be out of date at any given time, and we are under no obligation to update such material.
Our liability
The material displayed on our site is provided without any guarantees, conditions or warranties as to its accuracy. To the extent permitted by law, we, other members of our group of companies and third parties connected to us hereby expressly all conditions, warranties and other terms which might otherwise be implied by statute, common law or the law of equity
Nothing in these Terms seeks to exclude our liability for death or personal injury caused by our negligence or for fraud or fraudulent misrepresentation. However beyond that we exclude all other liability to the extent permitted at law.
In no event shall we be liable for any loss of business, loss of profit, loss or corruption of data or for any indirect or consequential loss, and except for liabilities we have expressly not excluded, our total aggregate liability arising under the Contract or otherwise relating to the Service shall be limited to the total of subscription fees paid by you in the previous month.
Information about you and your visits to our site
We are committed to respecting your privacy. Our Privacy Policy sets out the terms on which we process any personal data we collect from you, or that you provide to us.
Transactions concluded through our site
Contracts for the supply of goods, services or information formed through our site or as a result of visits made by you are governed by our terms and conditions of supply.
Uploading material to our site
Other than material that you upload in relation to the use of our services, any material you upload to our site will be considered non-confidential and non-proprietary, and we have the right to use, copy, distribute and disclose to third parties any such material for any purpose. We also have the right to disclose your identity to any third party who is claiming that any material posted or uploaded by you to our site constitutes a violation of their intellectual property rights, or of their right to privacy.
We will not be responsible, or liable to any third party, for the content or accuracy of any materials posted by you or any other user of our site.
Viruses, hacking and other offences
You must not misuse our site by knowingly introducing viruses, trojans, worms, logic bombs or other material which is malicious or technologically harmful. You must not attempt to gain unauthorized access to our site, the server on which our site is stored or any server, computer or database connected to our site. You must not attack our site via a denial-of-service attack or a distributed denial-of service attack.
We will not be liable for any loss or damage caused by a distributed denial-of-service attack, viruses or other technologically harmful material that may infect your computer equipment, computer programs, data or other proprietary material due to your use of our site or to your downloading of any material posted on it, or on any website linked to it.
Linking to our site
You may link to our website, provided you do so in a way that is fair and legal and does not damage our reputation or take advantage of it, but you must not establish a link in such a way as to suggest any form of association, approval or endorsement on our part where none exists.
You must not establish a link from any website that is not owned by you unless this is in relation to a forum or blog site or other website where such linking is permitted.
Our site must not be framed on any other site, nor may you create a link to any part of our site other than the home page. We reserve the right to withdraw linking permission without notice.
If you wish to make any use of material on our site other than that set out above, please address your request to hello@paperbell.com.
Links from our site
Where our site contains links to other sites and resources provided by third parties, these links are provided for your information only. We have no control over the contents of those sites or resources, and we accept no responsibility for them or for any loss or damage that may arise from your use of them.
Applicable law
These terms of use shall be governed by the laws of England. If either party require to raise court proceedings in relation to any dispute relating to these terms or your use of our site then these proceedings must be raised in England.
Variations
We may revise these terms of use at any time by amending this page. You are expected to check this page from time to time to take notice of any changes we made, as they are binding on you. Some of the provisions contained in these terms of use may also be superseded by provisions or notices published elsewhere on our site.
Your concerns
If you have any concerns about material which appears on our site, please contact Bill@SynergyStrategySolutions.com
Thank you for visiting our site.

Privacy Policy
We are committed to protecting and respecting your privacy, so below you will find full details of how we keep your personal data safe.This privacy policy will inform you as to how we look after your personal data when you visit our website or sign up to and use our service. It will also tell you about your privacy rights and how the law protects you.
Please read the following carefully to understand our views and practices regarding your personal data and how we will treat it.
Who we are
We are Kehoe Real estate Services, LLC., DBA as Synergy Strategy Services.
When we refer to this trading name, or “we”, “us” or “our“ in this policy, we are referring to Kehoe Real Estate Services, LLC.. We are the controller and responsible for your personal data. Our software helps to sell, schedule, and manage our online coaching or consulting business. 
Purpose of this privacy policy
This privacy policy aims to give you information on how we collect and process your personal data when you use our website or service. This website is not intended for children and we do not knowingly collect data relating to children. It is important that you read this privacy policy together with any other privacy notice or fair processing notice we may provide on specific occasions when we are collecting or processing personal data about you, so that you are fully aware of how and why we are using your data. This privacy policy supplements the other notices and is not intended to override them.
Third-party links
Our website may include links to third-party websites, plug-ins and applications. Clicking on those links or enabling those connections may allow third parties to collect or share data about you. We do not control these third-party websites and are not responsible for their privacy statements. When you leave one of our websites, we encourage you to read the privacy notice of every website you visit.
Information we may collect from you
We use different methods to collect data from and about you including through:
  • Direct interactions. You may give us your personal data by filling in forms or by corresponding with us in person, by email, by conference call or otherwise. This includes personal data you provide when signing up to our service and when you request marketing communications to be sent to you, or opt-in to attend a webinar or download an e-book.
  • Third parties or publicly available sources. We may receive personal data about you from various third parties and public sources, for example, if you sign-up to our service via a social media platform such as Facebook.
We may collect and process the following data about you:
  • Sign-up Data. This includes your name, email address and any other information provided at the time of registering to use our site or subscribing to our service.
  • Correspondence Data. If you contact us, we may keep a record of that correspondence.
  • Marketing and Communications Data. This includes name, company name, email address, preferences in relation to receiving marketing materials from us.
  • Survey Data. We may also ask you to complete surveys that we use for research purposes, although you do not have to respond to them.
  • Transaction Data. Details of transactions you carry out through our site and of the fulfilment of your orders.
  • Marketing Analytics. Details of your visits to our site including, but not limited to, traffic data, location data, weblogs and other communication data, whether this is required for our own billing purposes or otherwise and the resources that you access.
  • Payment Confirmation Data. Where you place an order with us or otherwise purchase our services, confirmation of your payment (but we shall not hold your credit card details as we use a third-party payment service provider).
  • IP Address Data. We may collect information about your computer, including where available your IP address, operating system and browser type, for system administration and to report aggregate information to our advertisers. This is statistical data about our users’ browsing actions and patterns and does not identify any individual.
  • We may have access to information regarding your Payment Providers or Calendars, and you will be notified at that time regarding what information we can access.
Additional Limits on Use of Your Google User Data
Notwithstanding anything else in this Privacy Policy, if you provide the App access to the following types of your Google data, the App’s use of that data will be subject to these additional restrictions:
       
         The App will only use access to read, write, modify, or control Gmail message bodies (including attachments), metadata, headers, and settings to provide a web email client that allows users to compose, send, read, and process emails and will not transfer this Gmail data to others unless doing so is necessary to provide and improve these features, comply with applicable law, or as part of a merger, acquisition, or sale of assets.
        The App will not use this Gmail data for serving advertisements.
        The App will not allow humans to read this data unless we have your affirmative agreement for specific messages, doing so is necessary for security purposes such as investigating abuse, to comply with applicable law, or for the App’s internal operations and even then only when the data have been aggregated and anonymized.
Cookies
What are cookies?
Our website uses certain cookies. A cookie is a small file of letters and numbers that we put on your computer if you agree. These cookies allow us to distinguish you from other users of our website, which helps us to provide you with a good experience when you browse our website and also allows us to improve our site.
What cookies do we use?
We use the following cookies:
  • Strictly necessary cookies. These are cookies that are required for the operation of our website. They include, for example, cookies that enable you to log into secure areas of our website.
  • Analytical/performance cookies. They allow us to recognize and count the number of visitors and to see how visitors move around our website when they are using it. This helps us to improve the way our website works, for example, by ensuring that users are finding what they are looking for easily.
Important information about cookies
Please note that third parties (including, for example, advertising networks and providers of external services like web traffic analysis services) may also use cookies, over which we have no control. These cookies are likely to be analytical/performance cookies or targeting cookies.
How do I change my cookie settings?
You block cookies by activating the setting on your browser that allows you to refuse the setting of all or some cookies. However, if you use your browser settings to block all cookies (including essential cookies) you may not be able to access all or parts of our site.
Most web browsers allow some control of most cookies through the browser settings. To find out more about cookies, including how to see what cookies have been set, visit www.aboutcookies.org or www.allaboutcookies.org.
To find out how to manage cookies on popular browsers:
To opt out of being tracked by Google Analytics across all websites, visit http://tools.google.com/dlpage/gaoptout.
Uses made of the information
We will only use your personal data when the law allows us to. Most commonly, we will use your personal data in the following circumstances.
We use information held about you:
  • To ensure that content from our site is presented in the most effective manner for you and for your computer.
  • To provide you with information, products or services that you request from us or which we feel may interest you, where you have consented to be contacted for such purposes.
  • To carry out our obligations arising from any contracts entered into between you and us.
  • To allow you to participate in interactive features of our service, when you choose to do so.
  • To notify you about changes to our service.
  • To process your payment card details in order to complete any purchase that you make through our site.
If you are a new customer, and where we permit selected third parties to use your data, we (or they) will contact you by electronic means only if you have consented to this. If you do not want us to use your data in this way, or to pass your details on to third parties for marketing purposes let us know.
Disclosure of your information
We may have to share your personal information with the following third parties:
  • External service providers acting as processors who provide the following services:
  • Web hosting;
  • Metrics and analytics;
  • Customer relationship management;
  • Payment processing;
  • Billing management; and
  • Net promotion services;
  • Advertising and marketing services.
Please note this includes the international service providers listed below in International transfers.
  • Professional advisers, including lawyers, bankers, auditors and insurers who provide consultancy, banking, legal, insurance and accounting services.
  • HM Revenue & Customs, regulators and other authorities acting as processors or joint controllers based who require reporting of processing activities in certain circumstances. This includes exchanging information with other companies and organizations for the purposes of fraud protection and credit risk reduction.
  • In the event that we sell or buy any business or assets, in which case we may disclose your personal data to the prospective seller or buyer of such business or assets.
  • If Kehoe Real Estate Services, LLC. or substantially all of its assets are acquired by a third party, in which case personal data held by it about its customers will be one of the transferred assets.
We require all third parties to respect the security of your personal data and to treat it in accordance with the law. We do not allow our third-party service providers to use your personal data for their own purposes and only permit them to process your personal data for specified purposes and in accordance with our instructions.
Data security
We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorized way, altered or disclosed. In addition, we limit access to your personal data to those employees, agents, contractors and other third parties who have a business need to know. They will only process your personal data on our instructions, and they are subject to a duty of confidentiality.
All information you provide to us is stored on secure servers. Any payment transactions will be encrypted using SSL technology and using trusted third parties. Where we have given you (or where you have chosen) a password which enables you to access certain parts of our site, you are responsible for keeping this password confidential. We ask you not to share a password with anyone.
Unfortunately, the transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features to try to prevent unauthorized access.
How long we store your personal data for
We will only retain your personal data for as long as necessary to fulfil the purposes we collected it for, including for the purposes of satisfying any legal, accounting, or reporting requirements. 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 unauthorized 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.
We normally delete personal identifiable information we hold on you within 12 months of you unsubscribing, but in some circumstances you can ask us to delete your data sooner: see Deleting personal data below for further information. Where we anonymize your personal data (i.e. so that it can no longer be associated with you) for further research or statistical purposes, then we may use this information indefinitely without further notice to you.
Your rights
Under certain circumstances, you have rights under data protection laws in relation to your personal data. Please click on the links below to find out more about these rights:
  • Access to your information
  • Request correction of your personal data
  • Request deletion of your personal data
  • Object to processing of your personal data
  • Request restriction of processing your personal data
  • Request transfer of your personal data
  • Right to withdraw consent
  • Right to review by an independent authority
If you wish to exercise any of the rights set out above, please contact us. You will not have to pay a fee to access your personal data (or to exercise any of the other rights). However, we may charge a reasonable fee if your request is clearly unfounded, repetitive or excessive. Alternatively, we may refuse to comply with your request in these circumstances.
We may need to request specific information from you to help us confirm your identity and ensure your right to access your personal data (or to exercise any of your other rights). This is a security measure to ensure that personal data is not disclosed to any person who has no right to receive it. We may also contact you to ask you for further information in relation to your request to speed up our response.
We try to respond to all legitimate requests within one month. Occasionally it may take us longer than a month if your request is particularly complex or you have made a number of requests. In this case, we will notify you and keep you updated.
Access to your information
You have the right to ask for a copy of the information which we hold on you (commonly known as a ‘data subject access request’).
This enables you to receive a copy of the personal data we hold about you and to check that we are lawfully processing it.
Correcting personal data
You have the right to request that we correct personal data that we hold about you. This enables you to have any incomplete or inaccurate information we hold corrected, though we may need to verify the accuracy of the new data that you provide to us.
Deleting personal data
You may ask us to delete or remove personal data where there is no good reason for us continuing to process it. This is more commonly known as the ‘right to be forgotten’. You also have the right to ask us to delete or remove your personal data where you have successfully exercised your right to object to processing (see below), where we may have processed your information unlawfully or where we are required to erase your personal data to comply with local law.
Please note, however, that we may not always be able to comply with your request to delete or remove personal data for specific legal reasons which will be notified to you, if applicable, at the time of your request.
Objecting to processing
You have the right to stop us processing your personal data for direct marketing purposes. We will always inform you if we intend to use your personal data for such purposes, or if we intend to disclose your information to any third party for such purposes.  
You may also object to us processing your personal data where we are relying on a legitimate interest (or those of a third party) and there is something about your particular situation which makes you want to object to processing on this ground as you feel it impacts on your fundamental rights and freedoms. In some cases, we may demonstrate that we have compelling legitimate grounds to process your information which override your rights and freedoms.
Restriction of processing
This enables you to ask us to suspend the processing of your personal data in the following scenarios:
  • if you want us to establish the data’s accuracy;
  • where our use of the data is unlawful but you do not want us to erase it;
  • where you need us to hold the data even if we no longer require it as you need it to establish, exercise or defend legal claims; or
  • you have objected to our use of your data but we need to verify whether we have overriding legitimate grounds to use it.
Transferring your personal data
In certain circumstances, you may request the transfer of your personal data to you or to a third party. We will provide to you, or a third party you have chosen, your personal data in a structured, commonly used, machine-readable format.
Please note that this right only applies to automated information which you initially provided consent for us to use or where we used the information to perform a contract with you.
Withdrawing consent
Where we are relying on consent to process your personal data you can withdraw your consent at any time. Please note that this will not affect the lawfulness of any processing carried out before you withdraw your consent.
Review by an independent authority
You will always have the right to lodge a complaint with a supervisory body. The relevant authority in the UK is the Information Commissioner’s Office. If you do have a complaint, we would appreciate the chance to deal with your concerns before you approach the ICO, so please do contact us in the first instance if possible.
Changes to our privacy policy
This version was last updated on January 1, 2025.
It is important that the personal data we hold about you is accurate and current. Please keep us informed if your personal data changes during your relationship with us.
Contact us
Questions, comments and requests regarding this privacy policy are welcomed and should be addressed to Bill@SynergyStrategyAdvisors.com