This policy is written to be readable. In short: we collect only the information needed to operate our website, respond to inquiries, build professional relationships and deliver our services. We do not sell personal information for money.
1. Overview and scope
Ingenium Global (“Ingenium,” “we,” “us” or “our”) is a leadership advisory firm serving executives, boards, investors, portfolio-company leaders, senior talent leaders and organizations. This Privacy Policy applies to personal information collected through ingenium.global, our contact forms, email and telephone communications, professional events, business-development activities and our services where Ingenium determines how and why the information is used.
This policy does not replace any confidentiality, data-processing or engagement terms agreed with a client. When we process personal information solely on behalf of a client, that client may be the controller or business responsible for the information, and its privacy notice and our agreement with it will also apply.
Please do not submit highly sensitive, privileged or confidential business information through the website contact form. Use an agreed secure channel when sharing engagement materials.
2. Personal information we collect
Information you provide
- Contact and identity information, such as first and last name, business email address, telephone number, company, title and professional profile.
- Inquiry and communication information, including the message submitted through our contact form, email correspondence, meeting notes and preferences.
- Client and engagement information, such as business objectives, organizational context, participant details, assessment inputs, interview feedback, coaching or workshop materials, and administrative or billing information.
- Event and marketing preferences, including registrations, requested resources and choices about receiving communications.
Information collected automatically
- Internet protocol address, browser and device type, operating system, approximate location derived from IP address, referring page and timestamps.
- Website activity, including pages viewed, links selected, session information and interactions with forms or site features.
- Cookie, analytics and similar technology data, as described below and in our Cookie Policy.
Information from other sources
We may receive professional information from clients, colleagues, referral partners, event organizers, service providers, publicly available professional sources and social or business networks. We use that information only where permitted and relevant to a legitimate professional purpose.
3. How we use personal information
We may use personal information to:
- Respond to inquiries, schedule conversations and prepare proposals.
- Provide executive assessment, coaching, leadership-transition support, leadership development, board-effectiveness, investor-advisory and talent or HR-function services.
- Administer client relationships, contracts, projects, meetings, invoicing and records.
- Operate, secure, troubleshoot, analyze and improve our website, services and user experience.
- Send relevant professional insights, event information or service updates where permitted, and honor communication preferences.
- Protect Ingenium, our clients, website users and others; prevent fraud, misuse and security incidents.
- Comply with law, professional obligations, legal process and enforceable requests.
- Establish, exercise or defend legal claims and manage business transactions.
Lawful bases
Where the GDPR, UK GDPR or similar law applies, we rely on one or more lawful bases: performance of a contract or steps requested before entering a contract; our legitimate interests in operating and developing a professional advisory business; your consent where required; and compliance with legal obligations. Where we rely on consent, you may withdraw it at any time without affecting earlier lawful processing.
4. How we disclose personal information
We may disclose personal information only as reasonably necessary to:
- Service providers supporting website hosting, form delivery, email, collaboration, scheduling, analytics, security, document storage, customer relationship management, payment or professional operations.
- Professional advisors, including legal, accounting, insurance and compliance advisors bound by appropriate duties.
- Clients and authorized engagement participants where disclosure is part of the agreed service and consistent with applicable confidentiality terms.
- Authorities or other parties where required by law, legal process or a good-faith need to protect rights, safety and security.
- Transaction participants in connection with a merger, acquisition, financing, reorganization or sale of all or part of the business, subject to appropriate safeguards.
Based on our current practices, we do not sell personal information for monetary consideration, knowingly share personal information for cross-context behavioral advertising or use sensitive personal information to infer characteristics about individuals.
5. Cookies and analytics
Our website may use cookies and similar technologies to operate securely, remember preferences, understand site performance and improve content. Depending on the tools enabled, these may include:
- Essential technologies required for security, forms and core site functionality.
- Preference technologies that remember choices and improve usability.
- Analytics technologies that help us understand aggregated traffic and website use.
- Marketing technologies, if enabled, used to measure communications or campaigns where legally permitted.
Where consent is required, non-essential cookies will be used only after consent. You can also control cookies through browser settings, although disabling essential technologies may affect site operation. Additional details and available controls are provided in our Cookie Policy.
6. Client engagements and confidential advisory information
Our work may involve information about executives, employees, candidates, board members, investors or other stakeholders. Depending on the engagement, this can include professional history, assessment responses, interview observations, development goals, succession considerations and organizational information.
We handle engagement information under the relevant contract, confidentiality terms, client instructions and applicable law. Access is limited to people who need the information for the engagement or legitimate administration.
If your information was provided to us by your employer or another Ingenium client, questions about that organization’s purposes or legal basis should generally be directed to the organization first. We will assist our client with valid requests where required.
7. Retention and security
How long we keep information
We retain personal information only for as long as reasonably necessary for the purpose for which it was collected, including providing services, maintaining appropriate business and engagement records, resolving disputes, enforcing agreements and meeting legal, tax, accounting or regulatory obligations. Retention periods vary by the nature and sensitivity of the information, the relationship, contractual requirements and applicable law. We securely delete, de-identify or restrict information when it is no longer required.
How we protect information
We use reasonable administrative, technical and organizational safeguards designed to protect personal information from unauthorized access, loss, misuse, alteration or disclosure. These measures may include access controls, secure systems, vendor review, confidentiality obligations and data minimization. No transmission or storage system can be guaranteed to be completely secure, so we cannot promise absolute security.
8. Your privacy rights and choices
Depending on where you live and subject to applicable law, you may have the right to:
- Know whether we process your personal information and access or receive a copy of it.
- Correct inaccurate or incomplete information.
- Request deletion of personal information.
- Request portability of information you provided.
- Restrict or object to certain processing, including direct marketing.
- Withdraw consent where processing is based on consent.
- Opt out of a sale, targeted advertising, certain sharing or qualifying profiling where applicable.
- Appeal a decision regarding a privacy request where local law provides that right.
- Complain to a competent privacy or data-protection authority.
To make a request, email sandhya@ingenium.global. Please describe the request and the relationship or interaction involved. We may need to verify your identity and authority before responding. An authorized agent may submit a request where permitted, subject to verification. We will not discriminate against you for exercising a privacy right.
You may unsubscribe from marketing emails using the link in the message or by contacting us. Service-related and transactional communications may still be sent where necessary.
California disclosures
During the preceding 12 months, the categories of personal information described in this policy may have included identifiers, professional or employment-related information, internet or electronic activity, approximate geolocation, commercial or engagement information, communications and inferences based on professional or assessment information. We collect and disclose these categories for the business and professional purposes described above and to the recipient categories listed in Section 4. We do not knowingly collect personal information from children under 16, sell personal information for money or use sensitive personal information to infer characteristics.
Texas and other U.S. state rights
Residents of Texas and other states with comprehensive privacy laws may have rights to access, correct, delete or obtain a portable copy of personal data and to opt out of certain targeted advertising, sales or qualifying profiling. Where required, we will provide a process to appeal a denied request. These rights may be subject to legal thresholds, exemptions and verification requirements.
Automated decision-making
We do not use personal information collected through this website to make decisions producing legal or similarly significant effects solely through automated processing. Our advisory and assessment work is supported by professional judgment and the terms of the relevant engagement.
9. International transfers
Ingenium is based in the United States and may work with clients, participants and service providers in other countries. Personal information may therefore be processed in jurisdictions whose privacy laws differ from those where you live. Where required, we use appropriate safeguards for international transfers, which may include contractual protections, transfer assessments or other legally recognized mechanisms.
10. Children’s privacy
Our website and services are intended for business and professional audiences and are not directed to children under 16. We do not knowingly collect personal information from children through the website. If you believe a child has provided personal information, please contact us so we can review and delete it where appropriate.
11. Third-party links and services
The website may link to third-party websites, social networks or services. Their privacy practices are governed by their own policies. We encourage you to review those policies before providing personal information. Ingenium is not responsible for third-party privacy or security practices.
12. Changes to this policy
We may update this Privacy Policy to reflect changes in our services, technology, practices or legal obligations. We will post the revised policy on this page and update the “Last updated” date. Where required, we will provide additional notice or seek consent before a material change takes effect.
Privacy contact
Questions or privacy requests?
Contact Ingenium Global if you have a question about this policy, want to exercise a privacy right or have a concern about how personal information is handled.
Ingenium Global
5123 Briargrove Lane
Dallas, TX 75287
United States
This policy is intended to provide a clear description of Ingenium Global’s privacy practices. It does not create contractual rights beyond those provided by applicable law or a written agreement.