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Commercial Catalyst
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Privacy Policy

​1. Who we are

Commercial Catalyst is a trading name of Commercial Catalyst Advisory Group Ltd, a company registered in England and Wales under company number 17387518.

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Registered office: 124 City Road, London, EC1V 2NX, United Kingdom.

 

Commercial Catalyst Advisory Group Ltd is the controller responsible for the personal information described in this privacy policy.

 

Contact: admin@commercialcatalyst.co.uk

2. Scope of this policy

This policy explains how we collect, use, store and share personal information when you:

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  • visit commercialcatalyst.co.uk;

  • submit an enquiry;

  • book or attend a Clarity Call;

  • subscribe to our updates;

  • communicate with us;

  • request a proposal;

  • become a client or act on behalf of a client; or

  • otherwise interact with Commercial Catalyst.

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Additional confidentiality and data-protection terms may apply when you engage us to provide services. If those terms conflict with this policy, the engagement-specific terms will apply to the relevant processing.

3. Information we collect

Depending on how you interact with us, we may collect:

  • your name, job title and contact details;

  • your company name and business information;

  • information submitted through forms or during booking;

  • details of your commercial challenges and the services in which you are interested;

  • correspondence, meeting notes and call records;

  • information required to prepare proposals and manage engagements;

  • billing, payment and transaction information;

  • business and financial information supplied during an engagement;

  • technical information, including IP address, browser, device and website-usage data;

  • cookie and consent preferences; and

  • marketing preferences.

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Please avoid submitting unnecessary personal data or special-category information through our website forms.

4. How we collect information

We collect information:

  • directly from you;

  • from your organisation or an authorised representative;

  • through Wix forms and bookings;

  • during calls, meetings and correspondence;

  • through our website and permitted cookies;

  • from publicly available sources, such as company websites and Companies House; and

  • from professional advisers or service providers where lawful and relevant.

5. How and why we use your information

Purpose

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Responding to enquiries and arranging Clarity Calls 

 

Assessing whether our services are suitable.

 

Preparing proposals and engagement documentation

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Delivering and administering client services

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Managing billing, records and legal obligations

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Operating, securing and improving our website

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Sending requested updates

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Establishing, exercising or defending legal claims

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Preventing fraud, misuse and security incidents

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Usual lawful basis

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Legitimate interests and steps requested before entering a contract

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Legitimate interests and pre-contractual steps

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Steps requested before entering a contract

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Performance of a contract and legitimate interests

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Contract, legal obligation and legitimate interests

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Legitimate interests; consent where required for non-essential cookies

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Consent or legitimate interests, subject to applicable marketing rules

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Legitimate interests

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Legitimate interests and legal obligations​

6. Marketing

We may send business updates where you have requested them, consented to receive them or where another lawful basis permits us to do so.

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You can unsubscribe through any link included in a marketing message or by emailing admin@commercialcatalyst.co.uk.

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Withdrawing from marketing does not prevent us from sending necessary messages about an enquiry, booking or active engagement.

7. Sharing information

We may share information with trusted service providers that help us operate, including:

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  • Wix, for website hosting, forms, bookings and website administration;

  • HubSpot, for contact and client-relationship management;

  • Make, for controlled workflow automation;

  • Microsoft, including Microsoft 365 and Teams, for email, documents and meetings;

  • payment, accounting and professional-service providers;

  • IT, cybersecurity and data-storage providers; and

  • legal, regulatory or public authorities where required.

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We require service providers to protect personal information and use it only for authorised purposes.

We do not sell personal information.

8. International transfers

Some service providers may process information outside the United Kingdom. Where this occurs, we use appropriate safeguards required by UK data-protection law, such as adequacy regulations, approved contractual protections or another lawful transfer mechanism.

9. Retention

We retain personal information only for as long as reasonably necessary. Typical periods are:

  • unsuccessful enquiries and proposals: up to 24 months after the last meaningful interaction;

  • client engagement, contractual and professional records: generally six years after the engagement ends;

  • financial and transaction records: for the period required by tax and accounting law;

  • marketing records: until consent is withdrawn, an objection is made or the information is no longer relevant; and

  • cookie information: according to the duration stated in our cookie information and consent settings.

We may retain information for longer where required by law, regulation, insurance requirements or a legal claim.

10. Security

We use proportionate organisational and technical safeguards designed to protect personal information against accidental loss, unauthorised access, alteration or disclosure.

No internet-based service is completely secure. Please use an appropriate secure method when providing confidential financial documents; do not send sensitive files through a general website enquiry form.

11. Your rights

Subject to applicable law, you may have the right to:

  • request access to your personal information;

  • ask us to correct inaccurate information;

  • request deletion;

  • ask us to restrict processing;

  • object to processing based on legitimate interests or direct marketing;

  • request the transfer of certain information;

  • withdraw consent at any time; and

  • complain to a supervisory authority.

To exercise your rights, email admin@commercialcatalyst.co.uk. We may need to verify your identity.

You may complain to the Information Commissioner’s Office at ico.org.uk. We would appreciate the opportunity to address your concern first.

12. Cookies

We use cookies and similar technologies as explained in our Cookie Policy. Non-essential technologies will not be enabled unless you provide the required consent.

13. Third-party websites

Our website may link to external websites. We are not responsible for their privacy practices. You should review the privacy information provided by those websites.

14. Children

Our website and services are intended for businesses and adults acting in a professional capacity. They are not directed at children.

15. Changes to this policy

We may update this policy when our services, technology or legal obligations change. The latest version will be published on this page with a revised effective date.

16. Contact

Commercial Catalyst Advisory Group Ltd
Trading as Commercial Catalyst
124 City Road
London
EC1V 2NX
United Kingdom

Email: admin@commercialcatalyst.co.uk

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