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Privacy Policy

Introduction and who we are

optimiseNRG respects your privacy and cares about how your personal information is treated.

This privacy policy is issued on behalf of optimiseNRG so when we mention “optimiseNRG”, “we”, “us” or “our” in this privacy policy, we are referring to optimiseNRG who is responsible for processing your data.

optimiseNRG is the controller and responsible for this website.

Our Data Privacy Manager

We have appointed a data privacy manager responsible for overseeing questions concerning this privacy policy. If you have any questions about this privacy policy, including any requests to exercise your legal rights, please contact us regarding our data privacy using the contact form on this website including ‘Data Privacy’ in the subject line. 


You have the right to make a complaint at any time to the Information Commissioner’s Office (ICO), the UK supervisory authority for data protection issues (  However, we would appreciate the opportunity to deal with your concerns before you approach the ICO, so please contact us in the first instance.

Your duty to inform us of changes

We must ensure that your personal information is accurate and up to date.  Therefore, please advise us of any changes to your personal information by emailing us here.

Summary content

This privacy policy describes:

  • what personal information we collect about you

  • how your personal information is collected

  • how we use your personal information

  • the basis on which we use your personal information

  • who we share your personal information with

  • how we protect your personal information

  • international transfers of your personal information

  • how long we keep your personal information

  • your legal rights

What personal information do we collect about you

We may collect personal information from you in the course of our business, including when you engage our services, when you contact or request information from us or through your use of our website.

Personal information means any information about an individual from which that person can be identified.  This information does not include data where the identity of the person has been removed (anonymous data).

The personal information that we collect, use, process, store and transfer, includes:

  • Identity information including your name, the organisation you work for, your title or position and your relationship to a person, and similar information about your personal assistant if applicable.

  • Contact information including your email address, postal address, and telephone numbers.

  • Technical information including information from your visits to our website or applications (including IP address and how you use our website) or concerning materials and communications we send to you electronically.

  • Marketing and communications information including your preferences in receiving marketing materials from us and your communication preferences.

  • Information you provide to us for the purposes of attending meetings and events, and in response to surveys we send out or sent out on our behalf.

  • Identification and background information provided by you or collected as part of our business acceptance processes.

  • Financial information, including payment-related information.

  • Any other information relating to you which you may provide to us.

How is your personal information collected

  • We collect information from you and about you as necessary in the course of providing our services, including as part of our business acceptance processes.

  • We collect information about you when you provide it to us, or interact with us directly, including when you register on one of our digital platforms or applications or engage with our personnel.

  • We collect your personal information while monitoring our technology tools and services, including email communications sent to and from us and our websites.

  • We may obtain information about you from other sources, including keeping the contact details we already hold for you accurate and up to date by using publicly available sources.

How we use your personal information

We use the personal information about you that we collect, including through your use of our website and in the provision of services by us, in a number of ways:

  • To provide you with the information requested by you.

  • To provide and improve our website, including monitoring its use.

  • To provide and improve our services to you and our clients.

  • To manage and administer our relationship with you and our clients.

  • To promote our services, including sending business-related updates, publications and details of events.

  • To fulfil our legal, regulatory and risk management obligations.

  • For the purposes of recruitment.

Use of our website

Our website includes facilities which invite you to provide us with personal information, such as our email enquiries facilities and our careers vacancy application facility on our website.  The purpose of these facilities is apparent when you provide your personal information, and we only use that information for those purposes.


Our website uses cookies to distinguish you from other users of our website.  This helps us to provide you with a good experience when you browse our website and also allows us to improve our website.  For more information about the cookies we use, please see our Cookie Policy.  By continuing to browse our website site, you are agreeing to our use of cookies.  You may refuse the use of cookies or withdraw your consent at any time.  Our Cookie Policy explains how you can do this, but please note that this may affect your use and experience of our website.


We use a customer relationship management (CRM) tool to assess the strength of the relationship between individuals in optimiseNRG and our clients or potential clients based on the frequency of email contact between them.  We use that information to analyse, assess and improve the services that we provide.

We use personal information to understand whether you read the emails and other materials, such as business-related publications, that we send to you, click on the links to the information that we include in them and whether and how you visit our website after you click on that link (immediately and on future visits).  We do this by using software that places a cookie on your device which tracks this activity and records it against your email address.

If you receive marketing communications from us and no longer wish to do so, you may unsubscribe at any time by emailing us here.

Meetings and events 

We will collect and process personal information about you concerning your attendance at our offices or an event (such as a conference or seminar) organised by optimiseNRG or its business partners.  We may share your personal information with other service providers or business partners involved in organising or hosting the relevant event.

We will only use and process special categories of personal information about your dietary or access requirements in order to cater for your needs and to meet any other legal or regulatory obligations we may have.

Our services

We collect, use, process and retain personal information in the course of and in connection with the services we provide to our clients.  We will process identification and background information as part of our business acceptance (including anti-money laundering, conflict, reputational and financial checks), finance, administration and marketing processes.

We will also process personal information provided to us by or on behalf of our clients for the work we do for them.  The information may be disclosed to third parties to the extent reasonably necessary in connection with that work.

The basis on which we use your personal information

We use your personal information on the following bases:

  • To perform a contract, such as engaging with an individual to provide consulting or other services

  • For legitimate business purposes

  • To comply with legal and regulatory obligations

Who we share your personal information with

We do not sell or otherwise make personal information commercially available to any third party.

We may share your personal information with certain trusted third parties in accordance with contractual arrangements in place with them, including:

  • Our professional advisers and auditors

  • IT service providers to optimise website or application performance

  • Third parties engaged in the course of the services we provide to clients and with their prior consent

  • Third parties involved in hosting or organising events

If we are required to disclose your personal information to comply with legal or regulatory requirements, we will use reasonable endeavours to notify you before we do this, unless we are legally restricted from doing so.

If in the future we re-organise or transfer all or part of our business, we may need to transfer your personal information to new optimiseNRG entities or to third parties through which the business of optimiseNRG will be carried out.

optimiseNRG may use social media sites such as LinkedIn, Twitter, Facebook and  YouTube.  If you use these services, you should review their privacy policy for more information on how they deal with your personal information.

How we protect your personal information

We have put in place appropriate security measures to protect your personal information from unauthorised access, use, disclosure, alteration or destruction.  We also limit access to your personal information to those employees, agents, contractors and other third parties who have a business need to know.  They will only process your personal information on our instructions, and they are subject to a duty of confidentiality.

We have put in place procedures to deal with any suspected personal information breach. We will notify you and any applicable regulator of a breach where we are legally required to do so.

International transfers of your personal information

In order to provide our services, we may need to transfer your personal information to locations outside the jurisdiction in which you provide it or where you are viewing this website for the purposes set out in this privacy policy.  We may transfer your personal information from a location within the European Economic Area (“EEA”) to outside the EEA, or from outside the EEA to a location within the EEA.

The level of protection of personal information in countries outside the EEA may be less than that offered within the EEA.  Where this is the case, we will implement appropriate measures to ensure that your personal information remains protected and secure in accordance with applicable data protection laws.

Where our third-party service providers process personal information outside the EEA in the course of providing services to us, our written agreement with them will include appropriate standard contractual clauses.

How long we keep your personal information

We will only retain your personal information for as long as necessary taking into account the requirements of applicable data protection laws and the purpose for which the personal information is collected and used, including to satisfy legal, accounting and regulatory requirements to retain the information for a minimum period, good practice and optimiseNRG’s business purposes.

Your legal rights 

The European Union’s General Data Protection Regulation and other applicable data protection laws provide certain data subjects’ rights.

  • You are entitled to request details of the personal information we hold about you and how we process it.

  • You may also have a right to have your personal information rectified or deleted, to restrict our processing of your personal information, to stop unauthorised transfers of your personal information to a third party and, in some circumstances, to have your personal information transferred to another organisation.

  • If you object to the processing of your personal information, or if you have provided your consent to processing and you later choose to withdraw it, we will respect that choice in accordance with our legal obligations.

Your objection (or withdrawal of any previously given consent) could mean that we are unable to perform the actions necessary to achieve the purposes set out above or that you may not be able to make use of the services offered by us.

Even after you have chosen to withdraw your consent, we may be able to continue to process your personal information to the extent required or otherwise permitted by law, in particular in connection with meeting our legal and regulatory obligations.

Privacy Policy: Text
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