Leadermind provides behavioral insights on executive leaders so professional investors can make better equity decisions with confidence. This Privacy Policy explains, at a high level, how Leadermind collects, uses, and protects personal information in connection with its products and services. It is intended as a client‑friendly summary and does not replace the full, legally binding Privacy Notice included in our agreements and on our website.

1. Scope and Definitions

This policy applies to personal information processed by Leadermind in the context of:

Client accounts and users (e.g., analysts, portfolio managers, risk managers) who access the Leadermind platform or communicate with us.

Website visitors and prospective clients who request information or sign up for communications.

For this overview, “personal information” means information that identifies or can reasonably be linked to an identifiable individual, such as business contact details.

2. What We Collect

Leadermind focuses on organizational and market‑facing data, not retail investors or consumers. Typical categories of personal information we collect include:

Client user information—name, business email address, employer, role/title, login credentials, and usage preferences.

Account and transactional information—subscription details, billing contacts, support tickets, and communication history.

Website and product usage data—log data, device/browser information, IP address, activity within the application, and cookie or similar identifiers where permitted by law.

Leadermind’s behavioral insights are primarily derived from publicly available executive communications and filings; those analytics are focused on professional roles rather than private life.

3. How We Use Information

Leadermind uses personal information to:

Provide, maintain, and secure the Leadermind platform and related services.

Create and manage client accounts, authenticate users, and enforce access controls.

Respond to support requests, technical issues, and product inquiries.

Improve and develop our products, including through aggregated, de‑identified analytics on how features are used.

Send service‑related communications (e.g., updates, security notices) and, where permitted, relevant product information that may be of interest to professional users.

Leadermind does not use client personal information to build trading strategies, take proprietary investment positions, or sell lists to third parties.

4. Legal Bases and Retention

Where required by applicable law, Leadermind processes personal information based on one or more of the following:

Performance of a contract (e.g., delivering subscribed services).

Legitimate interests (e.g., securing our platform, understanding product usage, communicating with professional contacts), balanced against individuals’ rights.

Compliance with legal obligations.

Consent, where explicitly required (e.g., certain marketing communications or cookies).

Information is retained only as long as necessary for the purposes described above, to comply with legal obligations, or to resolve disputes and enforce agreements.

5. Sharing and International Transfers

Leadermind may share personal information with:

Service providers and subprocessors who support hosting, communications, analytics, or customer support under appropriate confidentiality and data‑protection agreements.

Corporate affiliates involved in operating the Leadermind service.

Authorities or other parties when required by law, regulation, or to protect the rights, property, or safety of Leadermind, clients, or others.

Where information is transferred across borders (for example, between the U.S., U.K., and EU/EEA), Leadermind implements appropriate safeguards, such as standard contractual clauses or equivalent mechanisms, as required by applicable law.

6. Security and Confidentiality

Leadermind uses technical and organizational measures designed to protect personal information against unauthorized access, loss, or misuse, as described in our Information Security Policy and Security & Governance overview. Access to personal information is limited to personnel and providers with a legitimate business need and subject to confidentiality obligations.

7. Cookies, Analytics, and Preference Management

Leadermind may use cookies and similar technologies to:

Maintain sessions and authenticate users.

Understand how the platform and website are used, so we can improve performance and usability.

Where required, we provide notice and obtain consent for non‑essential cookies. Clients can manage certain preferences through browser settings or in‑product options, though disabling some technologies may affect functionality.

8. Individual Rights and Choices

Depending on jurisdiction, users may have rights such as:

Accessing or obtaining a copy of their personal information.

Requesting correction or deletion of inaccurate or unnecessary data.

Objecting to or restricting certain processing, or withdrawing consent where processing is based on consent.

Opting out of non‑essential marketing communications.

Requests can be submitted through the contact information provided in the Leadermind client portal or on our website. Leadermind will respond in accordance with applicable law and contractual obligations.

9. Updates and Contact Information

Leadermind may update this Privacy Policy overview from time to time to reflect changes in law, regulation, or our services. The date of the most recent update will be indicated on the document or webpage.

Questions about privacy, data‑protection practices, or specific data‑subject requests can be directed to your Leadermind relationship manager or to the privacy contact listed in the full Privacy Notice.

 

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