Legal Documents

1. UK GDPR Compliance Statement

This website is operated by Portobello Advisory Ltd, registered in England and Wales
(Company No. 15455649 with a registered address at 41 Pembridge Villas, W11 3EP, London

We comply with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018. Our processing activities are regulated by the Information Commissioner's Office (ICO), registration number [XXXXXX].

Where we serve individuals in the European Union or the European Economic Area, we also comply with the GDPR. In respect of EU residents, [Company Name] appoints [EU Representative Name and contact details] as its EU Representative under Article 27 EU GDPR.

What Data We Collect

We collect email addresses only. This data is used to create and manage your course account, deliver course-related communications, and — where you have given consent — send marketing emails.

We do not collect or store payment card data. All payment processing is handled by Kajabi (www.kajabi.com), which acts as an independent data controller for payment information. Please refer to Kajabi's Privacy Policy for details of how they process payment data.

Legal Basis for Processing

We process your email address on the following legal bases: contractual necessity (to set up and manage your course account); and consent (for marketing communications, where you have opted in). You may withdraw consent for marketing at any time by clicking the unsubscribe link in any email we send.

Your Rights

You have the right to access, correct, delete, restrict, or port your email address data. You also have the right to object to processing and to withdraw consent at any time. To exercise any of these rights, contact us at [email protected]. We will respond within 30 days. If you are dissatisfied with our response, you have the right to lodge a complaint with the ICO at www.ico.org.uk or by calling 0303 123 1113. EU residents may also contact the supervisory authority in their country of residence.

Data Retention

We retain your email address for as long as your account remains active, or as required to fulfil our contractual or legal obligations. If you request deletion of your account, we will remove your email address within 30 days, except where retention is required by law.

2. Disclaimer

All content on this platform, including course videos, written materials, frameworks, templates, and supplementary resources, is provided for educational and informational purposes only. Nothing on this platform constitutes legal, financial, professional, or regulatory advice. You should seek independent professional advice before acting on any information provided. Portobello Advisory Ltd accepts no liability for decisions made based on the course content. Individual results from applying course material will vary based on personal effort, prior experience, market conditions, and other factors beyond our control. Portobello Advisory Ltd makes no guarantee of specific outcomes, earnings, performance improvements, or career advancement. To the fullest extent permitted by law, Portobello Advisory Ltd excludes all liability for any
direct, indirect, or consequential loss arising from your use of this platform. Nothing in this disclaimer limits your statutory rights as a consumer under UK law.

3. Copyright Notice

© 2026 Portobello Advisory. All rights reserved. All content on this platform, including course videos, scripts, written materials, frameworks, templates, assessments, and supporting assets, is the intellectual property of Portobello
Advisory Ltd and is protected under the Copyright, Designs and Patents Act 1988 and applicable international copyright treaties. No material may be reproduced, distributed, transmitted, displayed, published, broadcast, or adapted in any form or by any means without the prior written permission of Portobello Advisory Ltd. Authorized users are granted a limited, personal, non-transferable license to access course content solely for their individual learning purposes. This license does not allow resale, sublicensing, sharing login credentials, or any commercial use. Unauthorized use will be prosecuted under UK and applicable international law.

4. Privacy Policy

This Privacy Policy explains how Portobello Advisory Ltd, registered in England and Wales
(Company No. 15455649) collects, uses, stores, and protects your personal data.

Data Controller

Portobello Advisory Ltd is the data controller of your personal data. Contact: [email protected]. The Only Data We Collect
We collect your email address. That is the only personal data we hold. We use it to: create and manage your course account; send transactional communications related to your purchase; and, where you have consented, send marketing emails about our courses and related content. We do not collect names, phone numbers, postal addresses, or payment card data through this platform. Payment processing is handled entirely by Kajabi (www.kajabi.com). Kajabi acts as an independent data controller for all payment data. We recommend you read Kajabi Privacy Policy at www.kajabi.com/privacy.

Third-Party Processors

We use Kajabi as our course platform and payment processor. Kajabi processes course enrolment data and payment data under their own privacy terms.

International Transfers

Kajabi is a US-based platform. Where your data is transferred outside the UK or EEA by our processors, we ensure appropriate safeguards are in place, including Standard Contractual Clauses or equivalent mechanisms.

Marketing Emails

We will only send you marketing emails where you have given explicit consent. Every marketing email we send includes an unsubscribe link. You may opt out at any time. Opting out of marketing does not affect your course access.

Your Rights

You have the right to access, correct, or delete your email address; restrict or object to
processing; and receive your data in a portable format. Contact [email address] to make a request. We will respond within 30 days. Changes to This Policy We may update this policy from time to time. Material changes will be communicated by email. Continued use of the platform after changes constitutes acceptance of the updated policy.

5. Cookie Policy

Consent Banner Text

(Display on first visit. Do not pre-tick non-essential options.) We use cookies to keep our platform running and to understand how it is used. By clicking ‘Accept All’, you consent to our use of analytical cookies. You can manage your preferences at any time. Essential cookies cannot be disabled. [Accept All] [Manage Preferences] [Reject Non-Essential]

Cookie Policy

This Cookie Policy explains how Portobello Advisory Ltd uses cookies on this platform, in accordance with PECR and UK GDPR.
Essential Cookies: Strictly necessary for the platform to function, including login authentication and session management. These cannot be disabled. Analytical Cookies: Help us understand how users interact with our platform so we can
improve it. Only placed with your consent. We do not use advertising, retargeting, or third-party tracking cookies. Kajabi may set its
own cookies as part of platform delivery. Please refer to Kajabi’s Cookie Policy at www.kajabi.com/privacy for details.
You may withdraw cookie consent at any time via your browser settings or our cookie preference centre [link].

6. Terms of Service

These Terms of Service govern your access to and use of the [Company Name] online learning platform, delivered through Kajabi. By registering  or purchasing a course, you agree to these terms. If you do not agree, do not use this platform.

Access and Licence

Upon purchase, [Company Name] grants you a limited, personal, non-exclusive, non- transferable licence to access the purchased course content for your own individual learning purposes only. You may not resell, redistribute, sublicence, or share your access credentials with any third party.

Account Responsibilities

You are responsible for maintaining the confidentiality of your login credentials and for all activity under your account. Notify us immediately at [email address] if you suspect unauthorised access.

Acceptable Use

You agree not to: reproduce, distribute, or resell any course content; share account access with others; use the platform for any unlawful purpose; or engage in any conduct that disrupts the platform or other users.

Suspension and Termination

[Company Name] reserves the right to suspend or terminate your account without notice if
you breach these terms. No refund will be issued upon termination for breach. Platform Availability

Course content is delivered through Kajabi. While we take all reasonable steps to ensure availability, [Company Name] accepts no liability for disruption caused by Kajabi platform outages or technical issues outside our control.

Limitation of Liability

To the fullest extent permitted by law, [Company Name] shall not be liable for any indirect, incidental, or consequential damages. Our total liability shall not exceed the amount you paid

for the relevant course. Nothing in these terms limits liability for death or personal injury caused by our negligence, or for fraud or fraudulent misrepresentation.

Governing Law

These terms are governed by the laws of England and Wales. Disputes shall be subject to the exclusive jurisdiction of the courts of England and Wales.

7. Refund and Cancellation Policy

This policy complies with the Consumer Contracts Regulations 2013 and the Consumer Rights Act 2015. All payments are processed by Kajabi.

Statutory Cancellation Right

You have the right to cancel your purchase within 14 calendar days of the date of purchase without giving any reason. To cancel, notify us in writing at [email address] within that period.
Important: If you request immediate access to course content before the 14-day period expires, you acknowledge that by accessing the content you waive your statutory right to cancel. We will confirm this waiver by email at the point of purchase.

Refund Process

Valid refund requests within the cooling-off period will be processed within 14 calendar days. Refunds are issued via Kajabi to your original payment method.

Outside the Statutory Period

After 14 days, or where the right to cancel has been waived, refunds are at the discretion of Portobello Advisory Ltd. Submit requests to [email address] with your order details and reason.

Non-Refundable Situations

No refund will be issued after course completion, where a refund has previously been granted for the same product, or where the account has been terminated for breach of our Terms of Service.

Your Statutory Rights

Nothing in this policy affects your statutory rights under UK consumer protection law.