Privacy Notice

propertyCEO Privacy Notice

Last updated: September 2026

  1. About this Privacy Notice

This Privacy Notice explains how Equeum Limited, trading as propertyCEO (“propertyCEO”, “We”, “Us” or “Our”), collects, uses, stores and shares personal information.

For data-protection purposes, Equeum Limited is the controller of personal information where We determine how and why that information is processed.

This Privacy Notice applies to people who:

  • visit Our websites;
  • request information or download resources;
  • register for webinars or Events;
  • enquire about or apply for Our Services;
  • purchase or participate in training, mentoring, coaching or other Services;
  • participate in propertyCEO Events or Communities;
  • communicate with Us; or
  • otherwise interact with propertyCEO.

It should be read alongside Our Standard Services Terms & Conditions, any applicable programme-specific terms and Our Event and Community Participation Terms.

Those documents govern contractual and participation matters. This Privacy Notice explains how We process personal information.

  1. Who We collect information about

Depending upon Your relationship with Us, We may process information about:

  • website visitors;
  • prospects and people requesting information;
  • webinar and Event registrants;
  • customers;
  • Programme applicants and participants;
  • Partners nominated under a Programme;
  • former customers and alumni;
  • Developers Club members;
  • Event attendees and guests;
  • professional contacts;
  • suppliers and contractors; and
  • people who communicate or otherwise interact with Us.
  1. Personal information We collect

The information We collect depends upon how You interact with Us.

3.1 Identity and contact information

This may include:

  • name;
  • email address;
  • telephone number;
  • postal address;
  • company or business details; and
  • other contact information You provide.

We do not necessarily collect all of this information from everyone.

For example, We may collect a postal address where it is needed to fulfil a Service or send physical materials. The fact that We collect an address does not mean that physical materials form part of every Service.

3.2 Enquiry, application and customer information

Where You enquire about, apply for or purchase a Service, We may collect information such as:

  • the Service You are interested in;
  • Your enquiry or application;
  • communications with Our team;
  • booking and attendance information;
  • purchase and transaction history;
  • Programme start and completion dates;
  • Services and entitlements available to You; and
  • information relevant to providing customer support.

3.3 Payment and transaction information

We may process information concerning:

  • amounts paid;
  • invoices;
  • payment status;
  • refunds;
  • instalment arrangements; and
  • transaction references.

Most card payments are processed through third-party payment providers.

Where You enter card information directly into a third-party payment system or terminal, propertyCEO does not ordinarily receive or have access to Your full payment-card details.

We may nevertheless receive transaction information from the provider which enables Us to identify and administer Your payment.

We may also accept payment by bank transfer. In those circumstances, You make the payment directly to the bank account details We provide, and We may receive information associated with the transfer through Our banking records.

3.4 Programme and participation information

If You participate in one of Our training or mentoring Programmes, We may collect information relevant to delivering and supporting that Programme.

This may include:

  • previous property or business experience;
  • objectives and aspirations;
  • anticipated challenges;
  • progress;
  • Programme dates;
  • coaching or support entitlements;
  • attendance;
  • nominated Partner details; and
  • information You choose to provide about Your circumstances.

3.5 Participant records

For some Programmes, including Mentorship, We may maintain a participant record or similar record relating to Your Programme.

The purpose of this record is to provide relevant people involved in delivering Your Programme with a useful and consistent overview of Your participation.

It may include:

  • contact information;
  • Start Date;
  • Academy, Developers Club and Conference dates;
  • Partner information;
  • relevant experience and background;
  • objectives and aspirations;
  • concerns or anticipated challenges;
  • relevant accessibility or dietary requirements; and
  • other information reasonably useful in supporting Your participation.

Relevant information from this record may be available to authorised people involved in delivering or supporting Your Programme where they reasonably need it for that purpose.

This may include employees, contractors, Coaches, Assistant Directors, Event staff and external specialists delivering an included propertyCEO service.

We restrict access to people who have an appropriate delivery or support reason to see the information.

3.6 Information shared in group environments

Our Services may involve:

  • online group sessions;
  • Academy Days;
  • Developers Club;
  • Conferences;
  • networking;
  • group coaching;
  • discussion of Projects; and
  • other collaborative environments.

Information You choose to share in these environments may be seen or heard by other participants.

You should therefore exercise appropriate judgement before disclosing sensitive personal information or confidential commercial information in a group setting.

Our Event and Community Participation Terms contain rules intended to protect confidentiality and appropriate participant behaviour, but We cannot guarantee that another participant will never misuse information disclosed to them.

3.7 Communications

We may process information contained in:

  • emails;
  • contact forms;
  • text messages;
  • customer-support enquiries;
  • online chats;
  • video calls;
  • online meetings; and
  • other communications with Us.

We do not currently routinely record telephone calls.

If Our telephone-recording practices change materially in future, We will update Our processes and privacy information as appropriate.

3.8 Online session recordings

Some propertyCEO online sessions are recorded and others are not.

Live Q&A sessions are ordinarily recorded so that eligible participants can watch them later. Surgery Sessions are not ordinarily recorded.

Academy Days and Developers Club sessions are not currently routinely recorded as Programme content.

We may also record particular online sessions where there is a legitimate educational, training, quality-assurance, operational or business-continuity reason to do so.

Where a session is actually recorded, We will take appropriate steps to inform participants that recording is taking place and, where appropriate, explain the relevant purpose.

A recording may contain:

  • Your image;
  • Your voice;
  • Your display name;
  • questions or comments You make;
  • information You choose to share; and
  • other information visible or audible during the session.

The fact that We make a recording does not necessarily mean that every participant is contractually entitled to receive a copy. Any statutory data-protection rights You may have are unaffected.

3.9 Event photography and filming

Photography and video recording routinely take place at some propertyCEO Conferences and other in-person Events.

This may include:

  • speakers;
  • audiences;
  • workshops;
  • networking;
  • Event rooms;
  • group activities; and
  • incidental appearances by attendees.

We may use appropriate Event photography and footage for purposes including:

  • documenting and reporting on Our Events;
  • communicating with Our community;
  • Our website;
  • social media;
  • video platforms;
  • advertising;
  • publicity;
  • sales and marketing; and
  • promoting propertyCEO and Our Services.

We will take reasonable steps to give attendees advance or prominent on-site notice where routine photography or filming is expected to take place and to explain the general purposes for which the resulting material may be used.

Where appropriate, We may rely on Our legitimate interests in documenting and promoting Our activities, balanced against the rights and reasonable expectations of attendees.

If You have a particular concern about appearing in general Event photography or footage, please contact Us before the Event or speak to the propertyCEO team at the Event. We will consider reasonable steps which may be available, although We cannot promise that an attendee will never appear incidentally in a group or background image.

Our Event and Community Participation Terms contain corresponding participation provisions.

3.10 Testimonials, interviews and case studies

Where You agree to participate in a testimonial, interview, Project feature or case study, We may record and use:

  • Your image;
  • voice;
  • name;
  • comments;
  • Project information;
  • photographs or video of Your Project; and
  • other material You agree to provide.

We may use that material for the purposes explained to You, which may include publication through:

  • Our websites;
  • social media;
  • video platforms;
  • presentations;
  • advertising;
  • sales materials;
  • marketing; and
  • publicity.

Because deliberate testimonials and case studies are different from incidental Event photography, We may use a separate release, permission or other arrangement for substantial promotional features.

Where We agree to provide You with a copy of footage for Your own use in return for being permitted to use the material as a propertyCEO case study, that arrangement may also be documented separately.

3.11 Participant profiles and directories

We may operate a participant profile, directory or networking facility in connection with a Programme, Developers Club or other Community.

Where We do so, We will provide appropriate information about:

  • what information will be visible;
  • who can see it;
  • the purpose for which it is being shared; and
  • any relevant choices available to You.

We will not treat information collected privately for another purpose as automatically suitable for publication in a participant directory.

Our Event and Community Participation Terms may also restrict scraping, harvesting and unsolicited mass marketing using participant information.

3.12 Website and technical information

When You use Our websites or online services, We may collect technical information such as:

  • IP address;
  • browser and device information;
  • pages viewed;
  • referral information;
  • approximate location derived from technical information;
  • interactions with Our website; and
  • cookie or similar technology identifiers.

The precise technologies used on Our websites may change over time.

Our websites may use analytics and advertising technologies, including Google Analytics and Meta technologies, subject to applicable consent requirements.

Further information about the cookies and similar technologies currently in use, their purposes, providers and duration, and the choices available to You, is provided through Our cookie information and consent-management system.

3.13 Marketing information

We may process information concerning:

  • how You joined Our database;
  • resources You requested;
  • webinars You registered for;
  • Events You attended;
  • Services You purchased;
  • marketing emails sent to You;
  • Your engagement with those communications;
  • marketing preferences; and
  • unsubscribe or objection information.
  1. Special-category information

Some information requires additional protection under data-protection law.

In the normal course of Our Services, the special-category information We are most likely to receive concerns:

  • accessibility requirements;
  • neurodiversity requirements; and
  • dietary requirements.

You may provide this information so that We can make appropriate arrangements for Your participation in a Programme or Event.

Dietary or accessibility information can sometimes reveal information concerning health, disability or religion even where that is not the principal purpose for which it was collected.

We will collect only information reasonably necessary for the relevant purpose.

Where information concerning health, disability, religion or another special category of personal information is provided voluntarily for accessibility, dietary or participation arrangements, We will normally process it with Your explicit consent, unless another condition permitted by law applies.

You may withdraw Your consent at any time. Withdrawal will not affect processing which took place before withdrawal, but it may affect Our ability to provide a requested adjustment or arrangement.

  1. Information about other people

You may occasionally provide information about another person.

For example:

  • You may nominate a Partner;
  • You may mention family circumstances as background during Mentorship;
  • You may provide details of somebody involved in Your business or Project; or
  • exceptionally, You may arrange for a child or other guest to attend an Event with Our agreement.

Where You provide another person’s information, You should only provide information which is reasonably appropriate in the circumstances.

Information about children is not ordinarily collected as a core part of Our Services. References to children within a participant record are normally incidental background information voluntarily provided by an adult participant.

Where a child exceptionally attends an Event at the request of an adult participant, We will handle any information required for that attendance appropriately.

  1. How We obtain personal information

We may obtain information directly from You when You:

  • use Our website;
  • request a Playbook or other resource;
  • register for a webinar;
  • attend an Event;
  • make an enquiry;
  • apply for a Programme;
  • purchase a Service;
  • communicate with Us;
  • participate in coaching or training; or
  • provide information to Our team.

We may also receive information through:

  • social-media advertising;
  • exhibitions and networking Events;
  • events at which propertyCEO speaks;
  • affiliate promotions;
  • webinar-registration systems;
  • payment providers;
  • website and analytics technologies; and
  • other legitimate marketing or business channels.
  1. Affiliate promotions

We sometimes work with affiliates or other organisations which promote propertyCEO to their own audiences.

Typically, We may provide an affiliate with marketing copy which they send to their own database. In that situation, We do not receive or have direct access to the affiliate’s underlying database merely because they send the communication.

Where somebody then chooses to register for a propertyCEO webinar, request a resource or otherwise engage directly with propertyCEO, We may receive the information required for that registration or interaction, typically including name and email address.

We do not ordinarily provide identifiable propertyCEO customer records to an affiliate simply because they promoted Us.

Different arrangements may require different privacy information where We and another organisation jointly determine how information will be used.

  1. Why We use personal information

Depending upon the circumstances, We may use personal information to:

  • respond to enquiries;
  • process applications;
  • administer purchases and payments;
  • provide Services;
  • manage Programme participation;
  • provide training, coaching and support;
  • organise Events;
  • provide joining information and reminders;
  • administer online access;
  • maintain participant records;
  • operate Communities;
  • communicate with customers;
  • improve Our Services;
  • maintain business records;
  • protect Our business and participants;
  • investigate complaints or misconduct;
  • comply with legal obligations;
  • establish, exercise or defend legal rights;
  • understand use of Our websites and marketing;
  • advertise and promote Our Services; and
  • send marketing where permitted.
  1. Lawful bases

Data-protection law requires Us to have an appropriate lawful basis for processing personal information.

Depending upon the particular activity, We may rely on:

Contract – where processing is necessary to take steps at Your request before entering into a contract or to perform Our contract with You.

Legitimate interests – where processing is reasonably necessary for a legitimate business or organisational purpose and Your interests and rights do not override that purpose.

Legal obligation – where We need to process information to comply with the law.

Consent – where We ask You to make a genuine choice and consent is the appropriate lawful basis.

Other lawful bases may apply in particular circumstances.

We do not assume that one lawful basis automatically applies to every use of Your information.

Where special-category information is involved, We also identify an additional legal condition as required by law.

  1. Marketing

Email is Our principal method of communicating with Our wider prospect and customer database.

We may send information about:

  • property development;
  • propertyCEO resources;
  • webinars;
  • Events;
  • training;
  • Programmes;
  • Developers Club;
  • relevant offers; and
  • other propertyCEO Services.

The lawful basis and electronic-marketing rules applying to a communication can depend upon how We obtained Your details and Our relationship with You.

For example, the position may differ between:

  • somebody requesting a Playbook;
  • somebody registering for a webinar;
  • an existing customer;
  • a former customer;
  • an exhibition lead; and
  • somebody whose details were obtained through an affiliate registration.

We will use consent where required and may rely upon another lawful basis or applicable electronic-marketing provision where the law permits.

You can unsubscribe from marketing emails using the unsubscribe facility provided or contact Us to object to direct marketing.

Stopping marketing does not necessarily mean We will delete every record concerning You. We may need to retain limited information, including an unsubscribe or suppression record, to ensure that Your preference is respected.

  1. Service and administrative communications

Marketing communications are different from communications reasonably necessary to administer a Service.

If You register for or purchase a Service, We may contact You with information such as:

  • joining instructions;
  • Event reminders;
  • timetable changes;
  • access information;
  • payment information;
  • booking information; and
  • other information reasonably necessary to deliver the Service.

We may use email, telephone or text messaging for appropriate administrative communications.

For example, We may send SMS reminders to people due to attend Fast Track or another Event.

We may occasionally use a video-messaging service to send a personalised recorded message.

Whether a particular communication is marketing or a Service communication depends upon its content and purpose, not simply the technology used to send it.

  1. Advertising, analytics and cookies

We may use cookies and similar technologies to:

  • operate Our websites;
  • remember preferences;
  • understand website use;
  • measure marketing performance;
  • understand where visitors came from;
  • improve Our website and Services; and
  • support advertising or remarketing.

Some technologies are necessary for the operation of a website. Others require an appropriate consent mechanism before they are used.

We have used services including Google Analytics and Meta advertising technologies.

Because website technology changes over time, details of the cookies and similar technologies currently used on Our websites, including their purposes, providers and duration, are provided through Our cookie information and consent-management system, which We update as necessary.

  1. Systems and service providers

We use third-party systems to operate Our business and provide Our Services.

These currently include or may include systems used for:

  • customer relationship management;
  • email marketing;
  • sales and funnels;
  • payments;
  • online learning;
  • webinars;
  • online meetings;
  • video messaging;
  • website hosting;
  • file storage; and
  • business administration.

Some providers process personal information on Our behalf. Others may act as independent controllers for particular activities.

We expect providers handling personal information on Our behalf to provide appropriate protections and We will use appropriate contractual and other safeguards where required.

  1. Coaches, specialists and Programme delivery

We may use employees, contractors, Coaches, Assistant Directors and external specialists to deliver or support Our Programmes.

Where somebody needs relevant participant information in order to deliver a propertyCEO service, We may provide them with the information reasonably necessary for that purpose.

This may include relevant information from Your participant record.

We provide access according to the person’s role and need to know the information, rather than simply because they are associated with propertyCEO.

14.1 Performance and Mindset Coaching

Where an independent Performance or Mindset Coach provides a private coaching session, the substantive content of that coaching is intended to remain between You and that Coach, subject to the Coach’s own legal, professional and safeguarding obligations.

propertyCEO does not ordinarily receive the substantive content of private external Performance or Mindset Coaching.

We may process limited administrative information necessary to arrange or administer an included entitlement, such as:

  • Your contact information;
  • Your entitlement to a session; or
  • confirmation that a session has taken place.

Except for the limited information reasonably necessary to arrange or administer the session, an external Performance or Mindset Coach does not receive general access to other personal information We hold about You in connection with Your Programme.

14.2 Accountability and other Programme coaching

An Accountability Coach, Business Plan Coach or another external specialist delivering part of the propertyCEO Programme may receive relevant information from Your participant record where reasonably necessary to provide that propertyCEO service.

  1. Professional introductions

We may introduce participants to independent professionals or specialists.

Normally, professionals are introduced through propertyCEO training or Events and their own contact details may be made available to participants.

We do not ordinarily pass Your identifiable contact details to an external professional simply because We have introduced that professional to You.

Where You ask Us to make a direct introduction or otherwise agree that Your details may be passed to a professional, We may share the information reasonably necessary to facilitate that introduction.

Once You engage an independent professional directly, that provider will normally be responsible for explaining how they process Your information for their own service.

  1. Information shared with other participants

Where a Service is intentionally collaborative, limited participant information may be shared with other eligible participants where reasonably necessary for the relevant activity.

This might occur through:

  • introductions;
  • group sessions;
  • networking;
  • participant directories; or
  • other Community facilities.

We will not treat participation in a propertyCEO Programme as permission to publish all information We hold about You.

Where We introduce a new directory or comparable facility, We will provide appropriate information before relevant personal information is made available through it.

  1. Other organisations We may share information with

Depending upon the circumstances, We may share personal information with:

  • technology and hosting providers;
  • CRM and email providers;
  • payment processors;
  • accountants and professional advisers;
  • Coaches and Programme delivery providers;
  • Event providers and venues;
  • contractors supporting Our business;
  • regulators or public authorities where legally required;
  • law-enforcement bodies where appropriate;
  • prospective purchasers or advisers in connection with a genuine sale or restructuring of Our business; and
  • other organisations where You ask or authorise Us to share information.

We do not sell customer databases to advertisers.

  1. International transfers

Some of the technology providers We use may process or store personal information outside the United Kingdom.

Where UK data-protection law requires additional safeguards for an international transfer, We will use an appropriate lawful transfer mechanism.

Depending upon the destination and provider, this may include:

  • a UK adequacy regulation;
  • an approved contractual transfer mechanism;
  • the UK International Data Transfer Agreement;
  • an appropriate UK Addendum to recognised standard contractual clauses; or
  • another lawful mechanism available under UK data-protection law.
  1. How long We keep information

We keep personal information only for as long as reasonably necessary for the purposes for which it is held, taking account of matters including:

  • the nature of Our relationship with You;
  • contractual requirements;
  • legal and accounting obligations;
  • the need to establish or defend legal claims;
  • the continuing relevance of a customer or Programme record;
  • marketing preferences;
  • the sensitivity of the information; and
  • whether there remains a legitimate reason to retain it.

Our retention approach

We determine appropriate retention periods by reference to the purposes and factors described above.

We review personal information and will delete or anonymise it when it is no longer reasonably required, subject to any continuing legal, regulatory, contractual, accounting, dispute-resolution or legitimate business requirement.

Different categories of information may be retained for different periods because their purposes, sensitivity and relevant legal requirements differ.

Marketing records

Where You remain legitimately subscribed to marketing, We may retain information reasonably necessary to manage that relationship.

Where You unsubscribe or object to direct marketing, We may retain limited suppression information so that We can continue to respect Your preference.

Customer and Programme records

We may retain appropriate records after Your Programme or Service ends where reasonably necessary for legal, contractual, accounting, customer-service, alumni or legitimate business purposes.

This does not mean that every piece of information collected during Your Programme should necessarily be retained for the same period.

Recordings

The appropriate retention period for a recording will depend upon why it was made.

For example, a Live Q&A recording made available as a participant learning resource may reasonably be treated differently from a recording made temporarily for internal quality or operational purposes.

  1. Security

We take reasonable organisational and technical measures to protect personal information against:

  • unauthorised access;
  • loss;
  • misuse;
  • alteration;
  • disclosure; and
  • destruction.

Personal information may be held across different systems according to its purpose.

For example, some participant information and recordings are stored in separate folders on a shared drive.

We restrict access to personal information, so far as reasonably practicable, to people who have an appropriate business reason to use it.

No electronic system can be guaranteed completely secure, but We will maintain protections appropriate to the nature of the information and Our business.

  1. Data breaches

If We become aware of a personal-data breach, We will assess the circumstances and take appropriate action in accordance with applicable data-protection law.

Where legally required, this may include notifying the Information Commissioner’s Office and/or affected individuals.

We maintain internal arrangements for identifying, escalating, assessing and documenting suspected personal-data breaches.

  1. Your data-protection rights

Depending upon the circumstances and applicable law, You may have rights including the right to:

  • ask for access to Your personal information;
  • ask Us to correct inaccurate information;
  • ask Us to delete information;
  • ask Us to restrict particular processing;
  • object to particular processing;
  • object to direct marketing;
  • ask for certain information in a portable format;
  • withdraw consent where processing is based on consent; and
  • raise concerns about how Your information is being used.

These rights are not absolute in every circumstance. For example, We may sometimes have a lawful reason or obligation to retain information despite a deletion request.

We may need to verify Your identity before responding to a request.

To exercise a data-protection right, contact Us using the details in section 25.

  1. Complaints

If You are concerned about how We use Your personal information, please contact Us first so that We have an opportunity to investigate and respond.

You also have the right to complain to the Information Commissioner’s Office (ICO), the UK’s data-protection regulator.

  1. Third-party websites and services

Our websites, emails, Programmes or Events may contain links to websites or services operated by other organisations.

We are not responsible for the privacy practices of independent third parties.

Where You provide information directly to another organisation, You should consider that organisation’s privacy information.

  1. Contacting Us

The controller responsible for this Privacy Notice is:

Equeum Limited
trading as propertyCEO

Company number: 11227510

Registered office: Morgans Yard, Shepherds Road, Bartley, Southampton, Hampshire SO40 2LH

Privacy/data-protection email: enquiries@propertyceo.co.uk

General website: www.propertyceo.co.uk

  1. Changes to this Privacy Notice

We may update this Privacy Notice from time to time to reflect:

  • changes in Our Services;
  • changes in Our systems or providers;
  • changes in law or regulatory guidance;
  • changes in Our processing activities; or
  • improvements to Our privacy practices.

The current version will be published on Our website with its latest revision date.

Where a change materially affects how We use existing personal information, We will take any additional steps required by law.