Patrick Lee Advisory

Privacy Policy

Effective 28 July 2026. This notice explains how professional-enquiry information and consented website analytics are handled and defines the boundaries of this personal platform.

Information collected

The business-enquiry form collects your name, business email, company, business challenge and desired timing. Newsletter subscription collects only an email address through the public form. The secure Member Centre may additionally hold a verified email, optional profile information and subscription preferences when a member chooses to use it. Do not submit confidential company information, insurance-policy information, claims information, financial-account data or sensitive personal data.

Member identity and subscriptions

A visitor may subscribe to the newsletter directly with an email and explicit consent, without creating an account. Secure Member Centre identity verification is provided by ChatGPT. The website receives the verified email and optional display name used to access the member profile, but it cannot access the member’s ChatGPT conversations. Members can change topics, unsubscribe while keeping the account, sign out or permanently delete membership data through the Member Centre.

Website analytics

Analytics is disabled until you allow it. If allowed, the site records a pseudonymous visitor and session identifier, pages viewed, timestamps, referral and UTM source, campaign, device category, browser, operating system and approximate country or city. Raw IP addresses are not stored in the analytics database, and covert fingerprinting is not used.

Identity and consent

Anonymous visitors are not reverse-identified. Information submitted through the business-enquiry form is not connected to the visitor’s prior browsing history. A name, company, job title or LinkedIn profile is never inferred from ordinary browsing.

Purpose of use

Information is used only to assess and respond to professional enquiries, operate member accounts, record subscription consent and preferences, provide relevant website or event updates, maintain appropriate records and support reasonable follow-up relating to the request.

Data minimisation and retention

Pseudonymous analytics events are retained for no more than 365 days and are not linked to business-enquiry identities. Member profiles and subscription preferences are retained while the membership remains active and are deleted when the member uses the permanent deletion control, subject only to limited records required for legal or security reasons. Enquiry records are retained only as long as reasonably required for enquiry management, professional record-keeping, legal obligations or dispute prevention.

Sharing and disclosure

Enquiry and member information is not sold. It may be disclosed only when reasonably necessary to operate the website or an authorised email-delivery service, comply with law, protect legitimate rights or route a regulated request to an appropriately authorised corporate channel with the enquirer’s knowledge.

Professional-service boundary

Patrick Lee Advisory is an independent professional platform for thought leadership, market insights, speaking and approved professional collaboration. It does not provide insurance brokerage, insurance placement, policy recommendations, claims handling, risk-transfer execution, or regulated financial or insurance advice.

Personal views and confidentiality

Website content reflects Patrick Lee’s personal professional perspective and does not represent any current or former employer. No confidential client or employer information is intentionally disclosed.