Privacy Notice

Last updated: 13 August 2026

Who I am

Morgan Rocquin is a trading name of Simon Morgan, a sole trader.

Business address:
2 Rue de la Petite Côte
Geville
55200
France

Email: contact@morganrocquin.com

Simon Morgan is the data controller responsible for deciding how and why personal information is used.

Information I collect

I may collect information when you:

contact me through the website or by email;
book an advisory call;
complete an assessment;
attend a call or meeting;
enquire about or commission work; or
use the website.

This may include:

your name, email address and contact details;
your business name, website and information about your role or business;
information you provide about a problem, opportunity, decision or situation;
advisory-call booking and calendar information;
assessment answers, scores and results;
emails and other correspondence;
call transcripts and written summaries where transcription is agreed at the beginning of the call;
proposal, contractual, invoicing and client information; and
technical information about how the website is used, where you have consented to analytics cookies.

Please avoid providing sensitive personal information unless it is relevant and we have agreed that it is necessary.

How I use your information

I may use personal information to:

respond to questions and enquiries;
arrange and prepare for advisory calls;
provide assessment results;
understand the situation you want to discuss;
prepare call summaries and agreed next steps;
prepare proposals or take steps towards working together;
deliver and manage commissioned work;
maintain business, contractual and financial records;
operate, secure and improve the website;
understand how visitors use the website; and
comply with legal, accounting or regulatory obligations.

The lawful basis used will depend on the reason the information is being processed. It may include:

taking steps at your request before entering into a contract;
performing a contract with you;
legitimate interests, including responding to enquiries, managing business relationships and operating the practice;
legal obligations, including maintaining appropriate financial and business records; or
consent, including non-essential analytics cookies, optional marketing and call transcription.

You can withdraw consent at any time by contacting me. Withdrawing consent does not affect processing that took place before it was withdrawn. Privacy information should identify the purpose and lawful basis for each form of processing.

Assessments

Assessments are provided through ScoreApp. Your answers may be used automatically to calculate a score, profile or assessment result.

These results are provided for information and reflection. They are not used to make decisions about you that have legal or similarly significant effects.

Who processes your information

I use a limited number of service providers to operate the website and deliver the practice:

Hostinger for website hosting;
Google for email, calendar, meetings, analytics and agreed call transcription;
HubSpot for advisory-call booking and related contact information; and
ScoreApp for assessments and assessment results.

Information may also be shared with professional advisers, accountants, insurers, regulators or legal authorities where reasonably necessary or required by law.

I do not sell personal information.

HubSpot, Hostinger, Google and ScoreApp publish data-processing terms covering their use of subprocessors and international-transfer safeguards.

International processing

Some service providers may store or process information outside the UK or European Economic Area.

Where this happens, I rely on appropriate safeguards provided by the service provider, such as an adequacy decision, standard contractual clauses or the UK International Data Transfer Addendum.

You may contact me for more information about the safeguards applying to your information.

How long I keep information

I normally retain:

enquiry, booking, assessment and call-summary information for up to three years after the last meaningful contact;
call transcripts for up to 90 days after the written summary has been prepared, unless they are reasonably needed for longer;
client, contractual and financial records for the period required by applicable tax, legal and accounting obligations, normally six years; and
records of marketing objections or opt-outs for as long as needed to respect the request.

Information may be deleted sooner where it is no longer needed or retained longer where required by law, a dispute or an ongoing client relationship.

Records held by self-employed businesses must be kept for the applicable HMRC record-keeping period, while other personal information should be deleted or anonymised when it is no longer needed.

Your rights

Depending on the circumstances, you may have the right to:

ask for a copy of the personal information I hold about you;
ask for inaccurate information to be corrected;
ask for information to be deleted;
ask for processing to be restricted;
receive certain information in a portable format;
withdraw consent; and
object to certain uses of your information.

You have the right to object where your information is processed on the basis of legitimate interests or for direct marketing.

To exercise a right, email contact@morganrocquin.com. I may need to confirm your identity before completing the request.

Complaints

Please contact me first if you have a concern about how your information is being handled.

You also have the right to complain to the Information Commissioner’s Office or another applicable data-protection supervisory authority. The ICO requires privacy notices to explain the available rights and the right to make a regulatory complaint.

Changes to this notice

This notice may be updated when the website, services or legal requirements change. The latest version will always be published on this page.