Privacy Policy

Effective Date: January 1st, 2025

The Institute for Insight (“we,” “us,” or “our”) is committed to protecting your privacy and handling your information with transparency, integrity, and respect.

This Privacy Policy explains how we collect, use, share, and safeguard your information when you visit our website www.instituteforinsight.com (the “Site”), engage with our Services, or otherwise interact with us.

By using our Site or Services, you acknowledge that you have read and understood this Privacy Policy. If you do not agree, please refrain from using our Site or Services.

1. Definitions

  • Personal Information – Any data that identifies or can reasonably be used to identify you, such as name, email address, phone number, or company name.

  • Usage Data – Information collected automatically about how you interact with the Site (e.g., IP address, browser type, device information, pages visited).

  • Consultation Data – Business-related information shared during our Services (e.g., strategic details, organizational structures).

  • Services – Our offerings, including onboarding assessments, intuitive consultations, and retainer advisory services, which are professional advisory in nature and not medical, legal, financial, or psychological advice.

  • User Content – Any information or materials you provide through forms, calls, meetings, or other interactions.

2. Information We Collect

2.1 Information You Provide Directly

  • Contact details (name, email address, phone number, company name).

  • Consultation Data you share for advisory purposes.

  • Payment details (processed securely via third-party payment providers; we do not store full credit card numbers).

2.2 Information We Collect Automatically

  • Usage Data via cookies, web beacons, or analytics tools (e.g., Google Analytics).

  • Log data such as IP address, browser type, device type, pages viewed, and visit timestamps.

2.3 Sensitive Data
We do not request sensitive data (e.g., racial or ethnic origin, religious beliefs, health data) unless necessary for the Service and with your explicit consent.

3. How We Use Your Information

We process information on the following legal bases:

  • To perform a contract – e.g., delivering a consultation you booked.

  • With your consent – e.g., for marketing emails or collecting optional data.

  • For legitimate interests – e.g., improving services, preventing fraud.

  • To comply with legal obligations – e.g., recordkeeping, responding to lawful requests.

Specifically, we use your information to:

  • Provide and personalize our Services.

  • Respond to inquiries and schedule consultations.

  • Process payments and manage billing.

  • Conduct aggregated analytics to improve the Site and Services.

  • Protect against fraud, misuse, or security threats.

  • Carry out internal research and development on our methodologies.

4. Sharing of Information

We do not sell, rent, or trade your personal data. We share information only in limited situations:

  • With Service Providers – such as payment processors, hosting providers, and analytics platforms, bound by confidentiality agreements.

  • For Legal Compliance – when required by law, court order, or government request.

  • Business Transfers – in case of a merger, acquisition, or sale of assets, your data may transfer to the new entity under the same privacy safeguards.

If we transfer data outside Switzerland or the EU, we ensure it is protected via Standard Contractual Clauses or equivalent legal mechanisms.

5. Cookies and Tracking

We use cookies and similar technologies to enhance your experience and analyze site performance.

  • Essential cookies are necessary for site functionality.

  • Non-essential cookies (analytics, marketing) require your consent under GDPR. You can adjust your cookie preferences in your browser settings or via our Cookie Policy.

We do not currently respond to “Do Not Track” signals.

6. Data Security

We implement appropriate technical and organizational measures, including:

  • Encryption of data in transit and at rest.

  • Access controls and staff confidentiality agreements.

  • Encrypted backups and secure hosting environments.

While we strive for robust security, no system is 100% secure. If a breach occurs that may affect your rights or freedoms, we will notify you promptly as required by law.

7. Data Retention

  • Personal Information – kept for the duration of our engagement plus up to 3 years for administrative purposes.

  • Consultation Data – retained only as long as necessary for service delivery, unless otherwise agreed in writing.

  • Billing Records – retained for the period required by tax and accounting laws.

When no longer needed, data is securely deleted or anonymized.

8. Your Rights

Depending on your location (e.g., EU, UK, California), you may have the right to:

  • Access, correct, or delete your data.

  • Withdraw consent at any time (without affecting prior lawful processing).

  • Object to processing or request restriction.

  • Request data portability.

To exercise these rights, email us at info@instituteforinsight.com. We may need to verify your identity before fulfilling requests.