Privacy Policy

OptimIQ Consultus respects your privacy and processes your personal data only for clear, stated purposes. This Privacy Policy explains what we collect, why, who we share it with, how long we keep it, and the rights you have.

Effective date: [DD Month YYYY] • Version: 1.0
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1. Who we are

[OptimIQ Consultus Private Limited], a company incorporated in India (CIN [●]), with its registered office at [address, India] (“OptimIQ”, “we”, “us”, “our”), operates the website [www.optimiqconsultus.com], its sub-domains, forms, surveys, mobile and web applications, and related communications channels (together, the “Platform”).

For the purposes of the Digital Personal Data Protection Act, 2023 (“DPDP Act”), OptimIQ is the Data Fiduciary for the personal data described in this Policy. Where the EU or UK General Data Protection Regulation applies, OptimIQ is the controller.

When a sister or affiliate entity of OptimIQ is established outside India (including in the United Arab Emirates), that entity will be identified in Section 22 and will act as Data Fiduciary or controller for the services it provides.

2. Scope

This Policy applies to personal data of:

Visitors who browse the Platform or interact with our content and social media pages;
Consultants — independent consultants, strategic advisors, project managers, subject-matter experts and members of consulting firms who register, apply, are assessed or are listed on the Platform;
Firm representatives — individuals acting for consulting firms, which may be both buyers and sellers of services on the Platform;
Clients — individuals acting for organisations that seek, procure or receive consulting services;
Survey and form respondents, event attendees and people who contact us;
Referees and third parties whose details are provided to us by a consultant or client;
Partners — individuals at professional bodies, certification organisations, academic institutions and channel partners; and
Job applicants to OptimIQ itself.

It does not apply to the data practices of clients, consulting firms or other third parties, who are responsible for their own processing once they receive data through the Platform.

3. Your data across the OptimIQ journey

OptimIQ is a professional consulting platform, so most of the data we hold is career and capability evidence that you choose to give us so we can assess, certify and match you. The table shows what we collect at each stage, who can see it, and how long we keep it.

Stage What we collect Who can see it How long we keep it
1. Website, CTA and survey forms Name, email, phone, organisation, role, area of interest, survey answers, cookie data OptimIQ team only 2 years, or until you create an account
2. Registration and profile Identity, contact details, CV, sectors, languages, rates, availability, optional LinkedIn import You and OptimIQ; Clients see only the profile fields you set as visible Life of the account
3. CTQ evidence Consulting hours (total and per year for the last 3 years), case studies, certifications, references, publications OptimIQ assessors; referees are contacted only with your consent Life of the account
4. Identity and credential verification Government ID, certification proof, professional-body membership Authorised OptimIQ verification staff and verification providers ID copies deleted within 30 days of verification; result, date and method retained
5. Assessment and interviews Test results, structured interview notes, AI screening calls, recordings and transcripts OptimIQ assessors; AI and telephony processors Recordings/transcripts 12 months; results life of account
6. Third-party evaluation, scorecard and IDP Evaluator ratings, composite CTQ score, candidate scorecard, Individual Development Plan You and OptimIQ; Clients see headline score and badge; full scorecard shared with consent Life of the account
7. Matching, tenders and e-procurement Shortlists, expressions of interest, proposals, bids, pricing, statements of work The buyer who issued the request; competing bidders never see each other’s bids 3 years after engagement ends
8. Delivery and performance Timesheets, milestones, client ratings and feedback You, OptimIQ and engaged Client Life of the account
9. Certification pathway Profile and scorecard shared with a partner body That partner, only with separate consent Our copy: life of account
10. Payments and tax Bank details, PAN, GSTIN, TRN, invoices and payment records OptimIQ finance team and payment providers 8 years after financial year ends

Three safeguards apply throughout

You control visibility. Your profile is private until you choose what Clients can see. Contact details are released only when you express interest in, or accept, an opportunity.

Firm accounts. A Consulting Firm administrator can see team members’ firm-linked profiles and engagement records, but not identity documents or detailed personal scorecard/IDP unless shared.

Buyer–seller separation. Role-based access prevents anything a firm receives as a buyer, such as competing bids, from being visible to it as a seller.

4. Personal data we collect

We collect only what is necessary for the purposes in Section 5. Depending on your relationship with us, this may include:

Category Examples Typical source
Identity Name, photograph, date of birth, nationality, gender (optional) You
Contact Email, phone, WhatsApp number, postal address, LinkedIn URL You; LinkedIn if connected
Professional profile CV, education, certifications, employment history, sectors, languages, rates, availability You; public professional sources
Experience and capability evidence Consulting hours, project lists, case studies, client references, publications, awards You; referees
Assessment and scoring CTQ scores, assessment results, interview notes, recordings, evaluations, ratings and IDPs OptimIQ, assessors, clients and partners
Verification Government ID, proof of certification, professional-body membership status You; issuing bodies with consent
Engagement Proposals, bids, SOWs, timesheets, deliverable metadata, feedback, disputes You; clients; firms
Financial and tax Bank details, billing address, GSTIN, PAN, TRN, invoices, payment records You; payment providers
Communications Emails, chat, WhatsApp messages, call recordings/transcripts, meeting bookings You; communications providers
Technical and usage IP address, device/browser, logs, pages visited, referral source, approximate location, cookie IDs Automatically via cookies/logs
Marketing preferences Subscriptions, consent records, campaign interactions You; our systems
Sensitive data. We do not ask for information about health, religion, caste, political opinions, sexual orientation, biometrics or criminal history. Please do not include such information in your CV, case studies or free-text fields.

Case studies and project descriptions must not disclose confidential information or personal data of past clients unless you have permission. Where you provide details of referees or colleagues, you confirm you have told them and are entitled to share their details with us.

7. Scoring, automated processing and AI

OptimIQ evaluates consultants using its CTQ framework, combining verified experience, consulting hours, case studies, certifications, assessments, interviews, third-party evaluations and delivery performance into a composite score.

Human oversight

Scores support decisions; they do not alone decide whether you are accepted, shortlisted or removed.

Transparency

On request, we will explain the main factors that contributed to your score and how you can improve it.

Right to contest

You may challenge a score or decision you believe is inaccurate and provide additional evidence.

AI tools

AI may transcribe calls, summarise documents, extract CV information and assist screening calls. We tell you when you interact with an AI agent.

No model training without consent

We do not use identifiable personal data to train general-purpose AI models and prohibit vendors from doing so contractually.

8. Who we share your data with

We do not sell your personal data. We share it only as follows:

  • Clients and consulting firms: profiles, scores and relevant evidence for matching and procurement, with visibility controlled by you.
  • Service providers: cloud hosting, email/messaging, telephony/AI, scheduling, analytics, payment gateways, identity verification and professional advisers.
  • Professional bodies: with separate consent for credential verification or certification.
  • OptimIQ group companies: including sister or affiliate entities for requested regional services.
  • Legal and regulatory: authorities, courts and regulators where required by law.
  • Business transfers: a buyer, investor or successor in a merger, acquisition, financing or asset sale.

9. International transfers

OptimIQ serves clients and consultants across India, the GCC and elsewhere. Data may therefore be stored in or accessed from countries outside India, including the UAE, Saudi Arabia and other client locations.

We transfer personal data outside India only as permitted under Section 16 of the DPDP Act and applicable government restrictions. Where GDPR, UAE or Saudi law applies, we use appropriate safeguards such as adequacy findings, standard contractual clauses or explicit consent, as applicable.

10. How long we keep your data

Data Retention period
Active account data Life of the account
Inactive accounts Erased 3 years after last activity with advance notice
CTQ scores, assessments and performance history Life of account, then anonymised for statistics
Unsuccessful applications and survey responses 2 years from submission
Call recordings and transcripts 12 months unless needed for an open dispute
Invoices, payment and tax records 8 years from end of financial year
Security logs and traffic data At least 1 year and 180 days within India where CERT-In applies
Consent records While processing relies on consent, plus 1 year
Marketing data Until unsubscribe or withdrawal

11. Account deletion and your data after deletion

You can delete your OptimIQ account at any time. Within 24 hours your profile disappears from the Platform, and within 30 days after a 14-day cooling-off period we erase your personal data, except limited records required by law.

11.1 How to delete your account

  1. Go to Settings → Account → Delete account, or email [privacy@optimiqconsultus.com] from your registered email address.
  2. We confirm the request through your registered email or phone.
  3. Before deletion you can export your profile, CTQ evidence, scorecard, IDP and engagement history.
  4. Nominees may request deletion on your behalf after death or incapacity with supporting proof.

11.2 What happens and when

Day 0Account deactivated and confirmation sent.
Within 24 hoursProfile, badge and scores removed from Client searches and public pages.
Day 0–14Cooling-off period; you may cancel deletion.
Day 15–45Personal data erased or irreversibly anonymised in live systems.
Within 90 daysDeleted data rotates out of encrypted backups.

If you would rather skip the cooling-off period, say so in your request and we will begin erasure immediately.

11.3 What we erase and what we keep

Profile, CV, contact details, CTQ evidence, verification documents, assessment results, recordings, transcripts, scorecards and IDPs are erased, subject to the limited legal retention described in the Policy. Contracts, tax records, security logs and legal-hold records may be retained for the periods stated in the source Policy.

11.4–11.8 Other deletion cases

Copies already held by Clients or Firms may remain under their own policies. Processors and partners are instructed to erase data within contractual deadlines. Inactive accounts may be closed after 3 years with advance notice; misconduct-related records may be retained in minimal form to prevent re-registration and defend claims. Firm accounts and returning users are handled as described in the Policy.

12. How we protect your data

We apply reasonable security safeguards aligned to ISO/IEC 27001 practice, including encryption in transit and at rest, role-based access with multi-factor authentication, segregation of verification and financial data, logging and monitoring, vulnerability testing, secure development practices, staff confidentiality obligations, training, backup and recovery.

Breach response. If a personal data breach occurs, we will contain and assess it and notify affected individuals without undue delay. We will report to competent authorities where required by law.

No system is completely secure. Please keep your password confidential and tell us immediately at [security@optimiqconsultus.com] if you suspect unauthorised access.

13. Your rights

  1. Access a summary of the personal data we hold and relevant processing information.
  2. Correct, complete and update inaccurate or incomplete data.
  3. Erase data no longer necessary, subject to legal retention.
  4. Withdraw consent at any time.
  5. Seek grievance redressal through our Grievance Officer.
  6. Nominate another individual to exercise rights after death or incapacity.
  7. Contest scores and significant decisions.

If GDPR or UAE law applies, additional rights may include restriction, objection and data portability. Use account settings or email [privacy@optimiqconsultus.com]. We will verify identity and respond within 30 days or the period required by law.

14. Children

The Platform is intended only for professionals aged 18 or over. We do not knowingly collect personal data of children under 18. If we learn that we have, we will delete it promptly.

15. Cookies and similar technologies

We use cookies, pixels and local storage to run, secure and improve the Platform.

Type Purpose Consent needed
Strictly necessary Login, security, load balancing and cookie choice No
Functional Language, saved preferences and form progress Yes
Analytics Understanding usage to improve the Platform Yes
Marketing Measuring campaigns, including LinkedIn and Meta pixels Yes

You can accept, reject or customise non-essential cookies through the cookie banner, Cookie Settings and your browser.

16. Marketing communications

We send marketing only with your consent. Every email has an unsubscribe link; on WhatsApp reply “STOP”. Service messages about your account, engagements or security are not marketing and continue while your account is active.

17. Third-party links and integrations

The Platform may link to or integrate with services such as LinkedIn, WhatsApp, Calendly and payment gateways. Their privacy practices are governed by their own policies. Connecting an integration is optional, and you can disconnect it at any time.

18. Accuracy of your data

You are responsible for ensuring the information you provide is accurate, complete and current. Where your data is used to make a decision about you or shared with a client, we take reasonable steps to keep it accurate and prompt you periodically to review your profile.

19. Grievance Officer and contact

Grievance Officer / Data Protection Contact

[Name], [Designation]
[OptimIQ Consultus Private Limited], [address, India]
Email: [grievance@optimiqconsultus.com] · Phone: [+91 ●]

We will acknowledge your grievance within 48 hours and resolve it within 30 days, and in any case within the applicable maximum period under the DPDP Rules, 2025.

20. Changes to this Policy

We may update this Policy as our services or the law change. We will post the updated version with a new effective date and, for material changes, notify you by email or Platform notice at least 15 days in advance and seek fresh consent where required.

21. Language and precedence

This Policy is written in English. If we provide a translation, the English version prevails to the extent of any inconsistency, except where local law requires otherwise.

22. Addendum — UAE operations

This Addendum applies to personal data processed by [OptimIQ Consultus FZ-LLC / UAE entity name], licence no. [●], licensed by RAKEZ and registered at [address, Ras Al Khaimah, UAE] (“OptimIQ UAE”), for services offered to clients or consultants in the UAE and wider GCC.

  1. Applicable law: UAE Federal Decree-Law No. 45 of 2021 on the Protection of Personal Data (PDPL).
  2. Lawful bases: Consent, contract, legal obligations and legitimate interests where permitted.
  3. Joint operations: OptimIQ India and OptimIQ UAE may act as joint controllers where they jointly decide processing.
  4. Transfers: Transfers from UAE to India or other countries follow applicable PDPL safeguards.
  5. Additional rights: Restriction, objection, portability and rights regarding solely automated decisions, plus complaint to the UAE Data Office.
  6. Data Protection Officer: [Name / contact, if appointed or required].
  7. Contact: [privacy.uae@optimiqconsultus.com].