Privacy Policy
Rooting Wealth
Last updated: [INSERT DATE]
Rooting Wealth ("we", "us", "our") is committed to protecting your privacy. This Privacy Policy explains what personal data we collect, why we collect it, how we use it, and what rights you have over it, in line with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
This policy applies to our website, our masterclasses, and the Rooting Wealth mentorship programme ("the Programme").
1. Who We Are
Rooting Wealth is the data controller responsible for your personal data. If you have any questions about this policy or how we handle your data, you can contact us at Hello@rootingwealth.co.uk.
2. What Personal Data We Collect
Depending on how you interact with us, we may collect:
● Contact details: name, email address, phone number.
● Account and payment information: billing address, payment confirmation details (card details themselves are handled directly by our payment processor and are not stored by us).
● Programme participation data: your progress through modules, quiz responses, and information you choose to share during live calls, in worksheets, or in the private community space.
● Communications: messages you send us by email, WhatsApp, or through the website, including questions submitted for live Q&A sessions.
● Website usage data: pages visited, time spent on the site, and general analytics collected via cookies (see Section 6).
We do not knowingly collect any special category data (such as health or financial hardship details) unless you choose to share it with us directly, for example during a coaching session — in which case it is used only for the purpose you shared it and is not used for any other purpose.
3. How We Use Your Data
We use your personal data to:
● Provide and administer the Programme, including cohort access, live sessions, and replays.
● Process payments and manage your account, including payment plans and upgrades.
● Communicate with you about your enrolment, upcoming sessions, and programme updates.
● Respond to questions or support requests.
● Send marketing communications where you have opted in, which you may unsubscribe from at any time.
● Improve our website and Programme based on aggregated, anonymised usage patterns.
● Meet our legal and accounting obligations.
4. Legal Basis for Processing
We process your personal data on the following legal bases under UK GDPR:
● Contract: to provide the Services you have purchased.
● Consent: for optional marketing communications, which you can withdraw at any time.
● Legitimate interests: to improve our Services and respond to enquiries, where this does not override your rights.
● Legal obligation: to meet accounting, tax, and other regulatory requirements.
5. Who We Share Your Data With
We do not sell your personal data. We share data with the following categories of third parties, where necessary to provide the Services:
● Payment processors, to handle transactions and payment plans (e.g. [INSERT PAYMENT PROVIDER]).
● Website and course hosting providers (e.g. Framer).
● Email or communication platforms used to deliver programme updates.
● WhatsApp, for the private community space — please note WhatsApp's own privacy policy also applies to your use of that platform, and messages sent there are subject to WhatsApp's terms, not just ours.
● Professional advisors (such as accountants or solicitors) where necessary.
● Regulators or authorities where required by law.
Any third party we share data with is required to handle it securely and only for the purposes we specify.
6. Cookies
Our website may use cookies and similar technologies to remember your preferences and understand how visitors use the site. You can control or disable cookies through your browser settings. Disabling cookies may affect how parts of the website function.
7. International Data Transfers
Some of the third-party providers we use (such as hosting or payment providers) may process data outside the UK. Where this happens, we take reasonable steps to ensure your data is protected to a standard equivalent to UK GDPR, such as through standard contractual clauses or a provider's adequacy status.
8. How Long We Keep Your Data
We retain your personal data for as long as necessary to provide the Services, meet our legal obligations, and resolve any disputes. Programme participation records are typically retained for [INSERT RETENTION PERIOD, e.g. 6 years for financial/accounting records]. You can request earlier deletion of non-essential data at any time (see Section 9).
9. Your Rights
Under UK GDPR, you have the right to:
● Access the personal data we hold about you.
● Correct any inaccurate or incomplete data.
● Request deletion of your data, where we are not required to retain it for legal reasons.
● Restrict or object to certain processing.
● Request a copy of your data in a portable format.
● Withdraw consent to marketing at any time.
To exercise any of these rights, contact us at [INSERT CONTACT EMAIL]. You also have the right to lodge a complaint with the Information Commissioner's Office (ICO) at ico.org.uk if you believe your data has been mishandled.
10. Children's Privacy
Our Services are intended for adults. We do not knowingly collect personal data from anyone under the age of 18.
11. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes to our practices or legal requirements. Any material changes will be communicated to active members where appropriate.
12. Contact Us
If you have any questions about this Privacy Policy or how we handle your data, contact us at Hello@rootingwealth.co.uk
Privacy
Policy
Rooting Wealth
Last updated: [INSERT DATE]
Rooting Wealth ("we", "us", "our") is committed to protecting your privacy. This Privacy Policy explains what personal data we collect, why we collect it, how we use it, and what rights you have over it, in line with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
This policy applies to our website, our masterclasses, and the Rooting Wealth mentorship programme ("the Programme").
1. Who We Are
Rooting Wealth is the data controller responsible for your personal data. If you have any questions about this policy or how we handle your data, you can contact us at Hello@rootingwealth.co.uk.
2. What Personal Data We Collect
Depending on how you interact with us, we may collect:
● Contact details: name, email address, phone number.
● Account and payment information: billing address, payment confirmation details (card details themselves are handled directly by our payment processor and are not stored by us).
● Programme participation data: your progress through modules, quiz responses, and information you choose to share during live calls, in worksheets, or in the private community space.
● Communications: messages you send us by email, WhatsApp, or through the website, including questions submitted for live Q&A sessions.
● Website usage data: pages visited, time spent on the site, and general analytics collected via cookies (see Section 6).
We do not knowingly collect any special category data (such as health or financial hardship details) unless you choose to share it with us directly, for example during a coaching session — in which case it is used only for the purpose you shared it and is not used for any other purpose.
3. How We Use Your Data
We use your personal data to:
● Provide and administer the Programme, including cohort access, live sessions, and replays.
● Process payments and manage your account, including payment plans and upgrades.
● Communicate with you about your enrolment, upcoming sessions, and programme updates.
● Respond to questions or support requests.
● Send marketing communications where you have opted in, which you may unsubscribe from at any time.
● Improve our website and Programme based on aggregated, anonymised usage patterns.
● Meet our legal and accounting obligations.
4. Legal Basis for Processing
We process your personal data on the following legal bases under UK GDPR:
● Contract: to provide the Services you have purchased.
● Consent: for optional marketing communications, which you can withdraw at any time.
● Legitimate interests: to improve our Services and respond to enquiries, where this does not override your rights.
● Legal obligation: to meet accounting, tax, and other regulatory requirements.
5. Who We Share Your Data With
We do not sell your personal data. We share data with the following categories of third parties, where necessary to provide the Services:
● Payment processors, to handle transactions and payment plans (e.g. [INSERT PAYMENT PROVIDER]).
● Website and course hosting providers (e.g. Framer).
● Email or communication platforms used to deliver programme updates.
● WhatsApp, for the private community space — please note WhatsApp's own privacy policy also applies to your use of that platform, and messages sent there are subject to WhatsApp's terms, not just ours.
● Professional advisors (such as accountants or solicitors) where necessary.
● Regulators or authorities where required by law.
Any third party we share data with is required to handle it securely and only for the purposes we specify.
6. Cookies
Our website may use cookies and similar technologies to remember your preferences and understand how visitors use the site. You can control or disable cookies through your browser settings. Disabling cookies may affect how parts of the website function.
7. International Data Transfers
Some of the third-party providers we use (such as hosting or payment providers) may process data outside the UK. Where this happens, we take reasonable steps to ensure your data is protected to a standard equivalent to UK GDPR, such as through standard contractual clauses or a provider's adequacy status.
8. How Long We Keep Your Data
We retain your personal data for as long as necessary to provide the Services, meet our legal obligations, and resolve any disputes. Programme participation records are typically retained for [INSERT RETENTION PERIOD, e.g. 6 years for financial/accounting records]. You can request earlier deletion of non-essential data at any time (see Section 9).
9. Your Rights
Under UK GDPR, you have the right to:
● Access the personal data we hold about you.
● Correct any inaccurate or incomplete data.
● Request deletion of your data, where we are not required to retain it for legal reasons.
● Restrict or object to certain processing.
● Request a copy of your data in a portable format.
● Withdraw consent to marketing at any time.
To exercise any of these rights, contact us at [INSERT CONTACT EMAIL]. You also have the right to lodge a complaint with the Information Commissioner's Office (ICO) at ico.org.uk if you believe your data has been mishandled.
10. Children's Privacy
Our Services are intended for adults. We do not knowingly collect personal data from anyone under the age of 18.
11. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes to our practices or legal requirements. Any material changes will be communicated to active members where appropriate.
12. Contact Us
If you have any questions about this Privacy Policy or how we handle your data, contact us at Hello@rootingwealth.co.uk
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