CoachSource Data Security/Privacy Policy
Last reviewed on March 3, 2025
CoachSource believes in the importance of thoughtfully handling personal information and is committed to privacy practices that are transparent and compliant. This Privacy Policy sets out how CoachSource uses the personal information we collect and receive about you.
Types of Personal Information
CoachSource collects personal information in support of its mission to provide executive coaching and coaching project management. We collect personal information during the professional engagements between our coaches and clients or through the registration and use of our internal software and cloud-based service.
The type of information we collect may include:
Contact and Log-In Information. Name, employer, title, email address, physical address, phone number, and similar contact information.
Payment Information. Corporate credit card number and corporate billing address.
Demographic Information. Employment status, occupation, region. CoachSource may collect other demographic information as requested by our client company.
Usage of Data. CoachSource collects personal information related to your use of our services for engagement management. CoachSource may use aggregated, non-personally identifiable usage data for client reporting. In some instances, CoachSource may provide administrative functionality that allows you to opt out of the collection of some usage data.
If you decline to provide your personal information or ask us to delete it, we may be unable to continue to provide or support you with our services.
Ways We Use Personal Information
We use the personal information we collect for the purposes described in this Privacy Policy, as covered in any agreement that incorporates this policy. For example, we will use your information to:
- Provide and deliver our services.
- Understand you and your preferences to enhance your experience.
- Respond to your comments and questions and provide customer service.
- Send you service-related information, including confirmations, invoices, and administrative messages; or
- Protect against, investigate, and deter fraudulent, unauthorized, or illegal activity.
Reasons for Using Your Information
- When we process your personal information, we will only do so where at least one of the following applies:
- We need to use your personal information to fulfil our responsibilities under our contract with our client and to provide you with tools and services.
- We have a legitimate reason to use your personal information.
- You have given consent to use your personal information. You may withdraw consent by “opting out” where we give you the opportunity to do so, or by contacting us using the contact details below. Or,
- If it is necessary for us to use your personal information to comply with a legal obligation.
Sharing of Personal Information
CoachSource works to keep your personal information confidential and secure and does not sell your personal data. In some circumstances CoachSource may share your information with third parties, for example:
- We will disclose your personal information to comply with legal requirements, for example, in response to a court order or a subpoena. We also may disclose your personal information in response to a law enforcement agency’s request, or where we believe it is necessary to investigate, verify, prevent, enforce compliance with, or take action regarding illegal or suspected illegal activities; suspected fraud; situations involving potential threats to the physical safety of any person; protection of the rights and property of CoachSource, our agents, customers, or others; violations or suspected violations of our agreements and policies; or as otherwise required or permitted by law or consistent with legal requirements.
Storage and Security of Your Personal Information
We have reasonable and appropriate physical, electronic, and managerial procedures in place to help safeguard your personal information.
Information collected by CoachSource or on our behalf may be stored on your computers, on your mobile devices, or on our servers, and may be transferred to, accessed from, or
stored and processed in, the United States and our EU service provider facilities or support centers (a list of CoachSource offices can be found on our contact page). We will protect all personal information we obtain in accordance with this Privacy Policy and take reasonable steps to ensure that it is treated lawfully.
In certain circumstances we may retain your personal information after you are no longer actively engaged with CoachSource. For example:
- We may retain your personal information to protect our legal rights, or those of third parties, or to comply with the law; and
- If you purchase products or services from us, we may retain your personal information for as long as we need to provide you with customer service, or for compliance purposes, for example, to comply with our record keeping requirements.
Controlling Your Personal Information
You are permitted to “opt-out”. You may contact us at optout@coachsource.com at any time to let us know that you no longer want your personal data maintained at the end of an engagement.
In addition, if you are based in the EU, then you also have the right to ask us to:
- Confirm whether personal information about you is being processed.
- Provide you with details about how we process your personal information.
- Consider your valid objection to the processing of your personal information (including the right to object to processing on grounds relating to your situation where we are relying on our legitimate interests as a legal basis for processing your personal information).
- Update or delete personal information which we hold about you.
- Restrict the way we process your personal information.
- Consider your valid request to transfer your personal information to a third-party provider of services (data portability); and
- Ask us to treat your consent as withdrawn if you have previously provided us with consent to process your personal information and we rely on it as our legal basis for processing.
If you need help or wish to exercise any of the above rights or have questions about them, please contact us at privacy@coachsource.com. We will consider all such requests and provide our response as soon as we can. Please note, however, that personal information may be exempt from such requests in certain circumstances, which may include circumstances where we need to keep processing your personal information for our legitimate interests or to comply with a legal obligation. We may request you provide us with information necessary to confirm your identity.
How to Contact Us
If you have any questions about how we use your personal information, or if you have any other privacy-related questions, please contact us at privacy@coachsource.com or at CoachSource, LLC., Attn: CoachSource Legal, 673 Dakota Trail, Franklin Lakes, NJ 07417, USA.
International Transfers
CoachSource is a US company and stores your information within its fully hosted data centers in the United States. CoachSource may transfer your personal information to a country other than the country in which you live. Whenever CoachSource transfers personal information originating from the EEA, United Kingdom, or Switzerland to another country not deemed adequate under applicable data protection law, it will do so based on the EU Standard Contractual Clauses. By using our website or services, you consent to the transfer of your information to countries outside of your own.
Covered European residents should direct any questions, concerns or complaints regarding CoachSource’s compliance with EU, EEA, or United Kingdom Privacy Laws using the “How to Contact Us” statement of this Privacy Policy. CoachSource will attempt to answer your questions and satisfy your concerns in a timely and complete manner as soon as possible.
Updates
From time to time, we will update this Privacy Policy. In the event there are material changes to our information practices, we will note those changes on this web page, and in some cases send a notification of changes via email.