CLIENT PORTAL

Privacy Policy

Applies to www.smenonexec.com and all SME Non-Exec products and services

Elevate Your Life Ltd  |  Company no. 16034546  |  Version 3.0  |  May 2026

 

Plain English Summary

We collect your name, email and professional details when you sign up, purchase a product or contact us. We use this to deliver what you have bought, send you our newsletter (if you opted in) and let you know about other products we offer.  We record sessions and use Read AI to transcribe and summarise them. We will always tell you before a session is recorded and ask for your consent. You can say no.  We do not sell your data. We do not share it with third parties except the tools we use to run our business. You can ask us to delete your data or unsubscribe at any time.

 

1. Who We Are

1.1  Elevate Your Life Ltd ("we", "us", "our") operates www.smenonexec.com and all products and services sold under the trading name SME Non-Exec.

1.2  We are registered in England and Wales. Company number: 16034546. Registered address: 167-169 Great Portland Street, Fifth Floor, London, England, W1W 5PF.

1.3  For the purposes of UK data protection law, we are the Data Controller in respect of the personal data we collect about you.

1.4  For all privacy queries, data subject requests and complaints contact us at: [email protected].

 

2. What Personal Data We Collect

We collect different types of personal data depending on how you interact with us:

 

2.1  Data you give us directly

  • Name and email address - when you subscribe to the SME Boardroom Brief, download the free Playbook, or contact us.
  • Professional information - job title, industry sector, career background and LinkedIn profile URL, when you complete an application or enrolment form.
  • Payment information - billing name, address and payment card details when you purchase a product. We do not store full card details - these are processed securely by our payment provider.
  • Communications - messages, emails or feedback you send us.

 

2.2  Data collected during programme delivery

  • Call and session recordings - where you have consented, we record coaching calls, workshops and mentoring sessions. Recordings may capture your voice, image and any information you share during the session.
  • AI-generated transcripts and summaries - where you have consented, we use Read AI to automatically transcribe and summarise recorded sessions. This produces a written record of what was discussed.
  • Session notes and coaching records - notes taken by Adrian Knight or other facilitators during or after sessions.

 

2.3  Data collected automatically

  • Usage data - pages visited, time on site, links clicked, browser type and device, collected via cookies and analytics tools.
  • IP address - collected automatically when you visit the website.
  • Cookie data - see Section 9 (Cookies) for full details.

 

2.4  Data from third parties

  • If you interact with our content on LinkedIn or other social media, those platforms may share limited data with us in accordance with their own privacy policies.
  • If you were referred to us by a partner or affiliate, we may receive your name and email from them.

 

3. How We Use Your Personal Data

We only use your personal data where we have a lawful basis under UK GDPR:

Purpose

What this means

Lawful basis

Delivering products

Providing access to courses, the Accelerator portal and app, workshops and Accelerator Plus mentoring.

Contract performance

Processing payments

Taking payment via our payment processor.

Contract performance

Sending the newsletter

Sending the SME Boardroom Brief to subscribers.

Consent (opt-in)

Marketing our products

Letting you know about other SME Non-Exec products and events.

Legitimate interests (existing customers) / Consent (new subscribers)

Responding to enquiries

Handling questions, complaints and support requests.

Legitimate interests

Recording calls and sessions

Recording coaching calls, workshops and mentoring sessions for quality, review and programme delivery purposes.

Consent (explicit, obtained before recording begins)

AI-assisted call processing

Using Read AI to transcribe, summarise and analyse recorded sessions to support programme delivery, improve content and generate programme insights.

Consent (explicit, obtained before recording begins) / Legitimate interests

Improving the website

Understanding how visitors use our site to improve content and experience.

Legitimate interests / Consent (cookies)

Legal compliance

Meeting obligations under applicable law including tax and accounting requirements.

Legal obligation

 

4. Call Recording and AI Processing

This section is important - please read it carefully

We record sessions and use an AI tool called Read AI to process those recordings. This section explains exactly how we do this, what data is produced, and your rights.

 

4.1  Call recording

4.1.1  We record sessions - including Accelerator group coaching calls, FastTrack Virtual workshops, and Accelerator Plus one-to-one mentoring sessions - for the following purposes:

  • To allow participants who missed a session to catch up via a recording
  • To support programme delivery and quality review
  • To allow the SME Non-Exec team to review sessions when developing or improving programme content

4.1.2  We will always notify you that a session is being recorded before recording begins and will ask for your explicit consent. You have the right to withhold consent. If you do not consent, you may still participate in the session but your image and voice will not be captured if you turn off your camera and microphone.

4.1.3  Recordings are stored on the respective platform. Access is restricted to Adrian Knight and any authorised programme staff.

 

4.2  Read AI - AI-assisted transcription, summarisation and analysis

4.2.1  We use Read AI (readai.com), an artificial intelligence tool, to automatically transcribe and summarise recordings. Read AI processes the audio and video content of recorded sessions and produces:

  • A written transcript of the session
  • An AI-generated summary of key discussion points
  • Speaker identification (attributing words to named participants)

4.2.1a  In addition to session delivery purposes, transcripts and summaries produced by Read AI may be processed through further AI analysis tools to help us understand programme themes, identify patterns across cohorts, improve programme content and develop our services. Where we conduct this analysis, we use anonymised or aggregated insights wherever possible. This processing is carried out by SME Non-Exec staff only and outputs are not shared publicly or with third parties.

4.2.2  Read AI processes personal data - specifically your voice, image (where camera is on), name and anything you say during a session. This constitutes processing of personal data under UK GDPR.

4.2.3  We will always obtain your explicit consent before using Read AI to process a session you participate in. Consent is obtained at the start of each session. You may withdraw consent at any time - doing so means we will not process that session through Read AI.

4.2.4  Read AI is a third-party processor based in the United States. Data processed by Read AI may be transferred outside the UK. Read AI operates under Standard Contractual Clauses. For details of Read AI's own privacy practices, see readai.com/privacy.

4.2.5  AI-generated transcripts and summaries are used by SME Non-Exec staff only for the purposes described in this section. They are not shared publicly or with third parties outside the programme.

4.2.6  We do not use AI-generated content from your sessions to train any AI model.

 

4.3  Retention of recordings and AI outputs

  • Recordings are retained for 2 years from the date of the session, then deleted.
  • Read AI transcripts and summaries are retained for 2 years from the date of the session. They may be used for programme analysis and content development during this period, using anonymised or aggregated insights where possible. They are deleted at the end of the retention period.
  • You may request deletion of your recordings or AI-processed data at any time - see Section 8 (Your Rights).

 

5. Who We Share Your Personal Data With

5.1  We do not sell your personal data to any third party.

5.2  We do not share your data with third parties for their own marketing purposes.

5.3  We share your data only with the following trusted third-party service providers who process it on our behalf:

  •  Kajabi - website, course platform, member portal hosting, email newsletter and marketing communications.
  • Stripe - secure payment processing.
  • Zoom - video conferencing and session delivery. Zoom may process recordings stored on its cloud platform.
  • Read AI - AI transcription, summarisation and analysis of recorded sessions (with consent only).
  • Google Analytics - website analytics.
  • Google Workspace - internal business operations, document storage and email.
  • ScoreApp - self-service diagnostic reporting and data collection.

5.4  All third-party processors are required to handle your data securely and only in accordance with our instructions. We have data processing agreements in place with each where required by law.

5.5  We may disclose your data where required by law, regulation or court order.

 

6. International Data Transfers

6.1  Some of our third-party providers are based outside the UK, including Read AI (United States) and Google (United States). Where we transfer your data outside the UK, we ensure appropriate safeguards are in place - including Standard Contractual Clauses approved by the ICO or transfers to countries with an adequacy decision.

6.2  You can obtain further details about transfer safeguards by contacting us at [email protected].

 

7. How Long We Keep Your Data

We retain your data only for as long as necessary:

  • Customer records (purchase history, correspondence): 7 years from the end of the relevant financial year, to comply with HMRC requirements.
  • Programme and coaching records: 3 years from the end of your last programme.
  • Recordings: 2 years from the session date, then deleted.
  • Read AI transcripts and summaries: 2 years from the session date. Used for programme analysis and content development during this period. Deleted at the end of the retention period.
  • Newsletter subscribers: Until you unsubscribe.
  • Enquiry and support emails: 2 years from the date of last communication.

7.1  When data is no longer required we securely delete or anonymise it.

 

8. Your Rights

Under UK GDPR you have the following rights. To exercise any of them contact us at [email protected]. We will respond within one calendar month.

 

8.1  Right of access

You can request a copy of the personal data we hold about you, including any recordings or AI-generated transcripts in which you feature.

 

8.2  Right to rectification

You can ask us to correct any inaccurate or incomplete personal data.

 

8.3  Right to erasure

You can ask us to delete your personal data - including recordings and AI-generated outputs - in certain circumstances. Note that we may need to retain certain data to meet legal obligations.

 

8.4  Right to restrict processing

You can ask us to restrict how we process your data in certain circumstances.

 

8.5  Right to data portability

Where we process your data by automated means on the basis of consent or contract, you can request a copy in a portable format.

 

8.6  Right to object

You can object to processing based on legitimate interests. We will stop unless we can demonstrate compelling grounds that override your interests.

 

8.7  Right to withdraw consent

Where we rely on consent - including for call recording and Read AI processing - you can withdraw it at any time by contacting [email protected]. Withdrawal does not affect the lawfulness of processing before withdrawal.

 

8.8  Right to complain

If you are unhappy with how we have handled your data, you can complain to the ICO at ico.org.uk or call 0303 123 1113. We would appreciate the opportunity to address your concern first - please contact us at [email protected].

 

9. Cookies

9.1  Our website uses cookies - small text files placed on your device - to make the site function and to help us understand how it is used.

9.2  We use the following categories of cookies:

  • Strictly necessary: Required for the website to function. Cannot be switched off. Includes session login cookies.
  • Analytics: Help us understand how visitors interact with the site (e.g. Google Analytics). Only set with your consent.
  • Marketing: Used to track the effectiveness of our marketing campaigns. Only set with your consent.

9.3  When you first visit our website you will be shown a cookie banner asking for your consent to non-essential cookies. You can change your preferences at any time via the cookie settings link in the footer.

 

10. How We Keep Your Data Secure

10.1  We implement appropriate technical and organisational measures to protect your data against unauthorised access, loss or alteration. These include use of reputable security-certified platforms, encrypted data transmission (HTTPS), restricted access controls and regular security reviews.

10.2  In the event of a personal data breach likely to affect your rights, we will notify the ICO within 72 hours and notify you directly where required.

 

11. Children's Privacy

11.1  Our website and products are intended for adults aged 18 and over. We do not knowingly collect personal data from anyone under 18. If you believe we have done so inadvertently, please contact us and we will delete it promptly.

 

12. Links to Other Websites

12.1  Our website may contain links to third-party websites. We are not responsible for their privacy practices and encourage you to read their own policies.

 

13. Changes to This Privacy Policy

13.1  We may update this Policy from time to time. When we make material changes we will update the version date and, where appropriate, notify you by email. We encourage you to review this Policy periodically.

 

14. How to Contact Us

For any privacy queries, data subject requests or complaints:

  •  Email: [email protected]
  • Post: Elevate Your Life Ltd, 167-169 Great Portland Street, Fifth Floor, London, England, W1W 5PF

We aim to respond to all privacy queries within 5 business days.