Privacy Policy - Financial Sales Workshop

Privacy Policy

PeopleFirst - Financial Sales Workshop

Introduction

PeopleFirst ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you register for our Financial Sales Workshop or interact with our related services.

Please read this Privacy Policy carefully. By registering for our workshop, you consent to the practices described in this policy.

Information We Collect

Personal Information

We collect personal information that you voluntarily provide to us when you register for our workshop, including:

  • Full name
  • Email address
  • Phone number
  • Job title
  • Company/organization name
  • Professional background information

Registration Responses

We collect your responses to registration questions, including:

  • Whether you work in banking or financial services
  • Whether you manage client relationships
  • Whether winning more high-value clients would help your career
  • Whether you're looking to improve your sales techniques

How We Use Your Information

We use the information we collect for various purposes, including to:

  • Confirm your eligibility for the workshop
  • Process your registration
  • Communicate with you about workshop details, including date, time, venue, and any changes
  • Provide you with workshop materials and resources
  • Issue certificates of completion
  • Improve our workshop content and delivery
  • Understand our audience demographics
  • Send you information about similar workshops or events that may interest you

Information Sharing and Disclosure

We respect your privacy and are committed to protecting it. We do not sell, rent, or trade your personal information with third parties for their marketing purposes.

We may share your information in the following situations:

  • Workshop Facilitators and Staff: We may share your information with our workshop facilitators and staff for administrative purposes related to the workshop.
  • Service Providers: We may share your information with third-party service providers who perform services on our behalf, such as payment processing, email delivery, and website hosting.
  • Legal Requirements: We may disclose your information if required to do so by law or in response to valid requests by public authorities.
  • Business Transfers: If we are involved in a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred as part of that transaction.

Marketing Communications

We may send you emails about future workshops, events, or services that we believe may be of interest to you. You can opt out of receiving these communications at any time by:

  • Clicking the "unsubscribe" link in any marketing email we send
  • Contacting us directly at peoplefirst.consulting44@gmail.com

Data Security

We implement appropriate technical and organizational measures to protect the security of your personal information. However, please be aware that no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

Your Rights

Depending on your location, you may have certain rights regarding your personal information, including:

  • The right to access the personal information we hold about you
  • The right to request correction of inaccurate information
  • The right to request deletion of your information
  • The right to restrict or object to our processing of your information
  • The right to data portability
  • The right to withdraw consent

To exercise these rights, please contact us using the information provided in the "Contact Us" section below.

Data Retention

We will retain your personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The updated version will be indicated by an updated "Last Updated" date, and the updated version will be effective as soon as it is accessible. We encourage you to review this Privacy Policy periodically to stay informed about how we are protecting your information.

Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:

PeopleFirst
Email: peoplefirst.consulting44@gmail.com
Phone: 9823235619

Last Updated: April 3, 2025