Privacy Notice for California Residents

Effective Date: December 10, 2019
Last Updated: September 23, 2026

This Privacy Notice for California Residents supplements the information contained in the Relationship Panoramic, LP Privacy Policy and applies solely to California residents (“consumers” or “you”).

This Notice is provided pursuant to the California Consumer Privacy Act of 2018 (“CCPA”), as amended by the California Privacy Rights Act (“CPRA”).

Any terms defined in the CCPA or CPRA have the same meaning when used in this Notice.


Personal Information We Collect

In the preceding twelve (12) months, Relationship Panoramic, LP may have collected the following categories of personal information:

CategoryExamples
IdentifiersName, email address, postal address, telephone number, IP address, online identifiers
Customer Records InformationBilling information, payment information, account information, professional credentials, contact details
Protected Classification InformationInformation voluntarily provided by users that may include demographic information
Commercial InformationProducts purchased, services requested, transaction history
Internet Activity InformationWebsite usage, browsing activity, analytics data
Professional InformationProfessional licenses, professional credentials, organizational affiliation
Sensitive Personal InformationInformation voluntarily submitted in assessments or related activities, where applicable
InferencesInformation derived from assessments, surveys, questionnaires, preferences, interests, or interactions with our Services

We do not knowingly collect biometric information.


Sources of Personal Information

We collect personal information:

  • Directly from you when you complete forms, assessments, registrations, purchases, surveys, or communications.
  • Automatically through website technologies such as cookies and analytics tools.
  • From service providers that support payment processing, website hosting, scheduling, communications, analytics, and related business operations.
  • From authorized professionals or organizations when you participate in services sponsored or facilitated by them.

How We Use Personal Information

We may use personal information for the following purposes:

  • Providing assessments, reports, educational programs, consulting services, workshops, and related offerings.
  • Processing transactions and payments.
  • Delivering customer support.
  • Personalizing and improving our services.
  • Maintaining website functionality and security.
  • Conducting analytics and research.
  • Detecting fraud or unlawful activity.
  • Complying with legal and regulatory obligations.
  • Communicating with users regarding services, updates, and offerings.
  • Developing and improving products, methodologies, assessments, and services.

We will not use personal information for materially different purposes without providing notice where required by law.


Disclosure of Personal Information

We may disclose personal information to:

  • Service providers.
  • Technology vendors.
  • Payment processors.
  • Hosting providers.
  • Analytics providers.
  • Legal, accounting, and professional advisors.
  • Government authorities when required by law.
  • Successors in connection with mergers, acquisitions, or restructuring transactions.

All such disclosures are made for legitimate business purposes and subject to appropriate contractual protections where applicable.


Sale and Sharing of Personal Information

Relationship Panoramic, LP does not sell personal information.

We do not sell personal information for monetary consideration.

We do not knowingly sell or share personal information of consumers under 16 years of age.

If we engage in activities that constitute “sharing” for cross-context behavioral advertising under California law, consumers will be provided any rights and opt-out mechanisms required by applicable law.


Retention of Personal Information

We retain personal information only as long as reasonably necessary to:

  • Provide services;
  • Complete transactions;
  • Fulfill contractual obligations;
  • Support research and quality improvement activities;
  • Comply with legal requirements;
  • Resolve disputes;
  • Enforce agreements.

Retention periods vary depending on the nature of the information and the purpose for which it was collected.


California Privacy Rights

California residents may have the following rights, subject to applicable exceptions:

Right to Know

You may request information regarding:

  • Categories of personal information collected;
  • Sources of personal information;
  • Business or commercial purposes for collection;
  • Categories of third parties with whom information is disclosed;
  • Specific pieces of personal information collected about you.

Right to Access

You may request a copy of personal information we maintain about you.


Right to Correct

You may request correction of inaccurate personal information maintained by us.


Right to Delete

You may request deletion of personal information collected from you, subject to exceptions permitted by law.

Certain information may be retained when necessary to:

  • Complete transactions;
  • Comply with legal obligations;
  • Maintain security;
  • Exercise legal rights;
  • Conduct lawful research;
  • Fulfill contractual obligations.

Right to Limit Use of Sensitive Personal Information

Where applicable under California law, consumers may request limitations on the use and disclosure of sensitive personal information beyond certain permitted purposes.


Right to Data Portability

You may request that information be provided in a portable and readily usable format where technically feasible.


Right to Opt-Out

If Relationship Panoramic, LP ever engages in activities constituting the sale or sharing of personal information under California law, California consumers will have the right to opt out.

At this time, we do not sell personal information.


Right to Non-Discrimination

We will not discriminate against you for exercising any California privacy right.

Unless permitted by law, we will not:

  • Deny goods or services.
  • Charge different prices.
  • Provide a different level or quality of services.
  • Suggest you may receive different treatment for exercising privacy rights.

Exercising Your Rights

To submit a privacy request, please contact us at:

Email: support@relationship-panoramic.com

Requests must contain sufficient information to allow us to verify your identity and understand the scope of your request.

You may also designate an authorized agent to submit requests on your behalf as permitted by California law.


Verification Process

To protect your privacy and security, we may verify your identity before processing a request.

Verification requirements may vary depending upon the nature and sensitivity of the requested information.


Response Timing

We will respond to verifiable requests within the time periods required by applicable California law.

If an extension is necessary, we will notify you accordingly.


Changes to This Notice

Relationship Panoramic, LP reserves the right to modify this California Privacy Notice at any time.

Any updates will be posted on this page along with an updated “Last Updated” date.


Contact Information

If you have questions regarding this California Privacy Notice or wish to exercise your California privacy rights, please contact:

Relationship Panoramic, LP
Email: support@relationship-panoramic.com