Privacy Policy
ORVISTA handles information within defined professional boundaries appropriate to executive access requests, client communication, and written decision-context work.
Core principles
Purpose-bound
Information is used only for defined review, communication, and agreed work.
Proportionate
Only information directly relevant to the matter should be submitted.
Confidential
Submitted information is handled within clear professional boundaries.
Appropriate retention
Information is retained for as long as required for the work, professional and administrative records, or another legitimate purpose connected with it.
Scope of this policy
This policy applies to information submitted through the ORVISTA website, the Request Executive Access form, official correspondence, supporting materials or files subsequently provided through official correspondence, and communications relating to a potential or confirmed engagement.
It does not replace any confidentiality, handling, or contractual terms that may be agreed separately for a specific engagement.
Information ORVISTA Handles
ORVISTA may receive a requester’s name, professional role, organization, contact information, requested engagement format, description of the matter, relevant timeframe, supporting materials or files subsequently provided through official correspondence, clarification messages, and subsequent correspondence.
The website and its supporting infrastructure may also generate limited technical records required for normal operation, security, troubleshooting, and protection against misuse.
How information is used
Information is used to review an Executive Access request; assess whether the matter falls within ORVISTA’s written analytical scope; communicate with the requester; clarify the matter and its relevant boundaries; review the suitability of the selected engagement format and scope before they are agreed; prepare the agreed written decision-context work; maintain necessary professional and administrative records; and meet applicable legal or contractual requirements.
ORVISTA does not sell personal information or use submitted materials for advertising, public promotion, or unrelated commercial purposes.
Technical and Support Services
ORVISTA may rely on technical and support services to host the website, process forms, and manage email, documents, and work-related systems. Their use is limited to what is necessary to operate the website, manage correspondence, and support an engagement within its agreed scope.
Request and supporting materials
Requesters should provide only the information necessary to understand and review the matter. Highly sensitive, excessive, or unrelated information should not be submitted during the initial request stage. If submitted materials contain information relating to another person or organization, the submitting party should have an appropriate basis or authority to provide it.
AI-assisted internal support
ORVISTA may use selected AI-assisted tools to support internal analysis, the development and refinement of written work, consistency, and accuracy.
Client-submitted materials are not used by ORVISTA for the purpose of training AI models. AI-assisted tools remain subject to direct human review and do not replace analytical judgment or ORVISTA’s responsibility for the final written output.
Confidentiality and limited disclosure
Submitted information and client materials are handled confidentially within the defined scope of the request or engagement.
ORVISTA does not publicly disclose client matters or submitted materials unless the client has authorized the disclosure; the disclosure is necessary to provide an agreed service; disclosure is required by law, court order, or a competent authority; or disclosure is necessary to protect legitimate legal interests. Any disclosure will be limited to what the circumstances require.
Retention
Information is retained for as long as necessary to review the request, manage correspondence, prepare agreed work, maintain appropriate professional and administrative records, satisfy applicable legal or contractual requirements, or serve another legitimate purpose connected with the work, including appropriate professional archiving where needed.
Where continued retention of particular information is no longer needed, it may be securely deleted or otherwise disposed of, while materials that should remain archived or retained for a legitimate reason may continue to be kept.
Information security
Information is handled through professional communication channels, approved access-controlled systems, and clear procedures for document storage and management.
ORVISTA applies appropriate administrative, technical, and organizational safeguards suited to the nature of the information and the stage of the request or engagement. Further information is provided in the Security Policy.
Privacy Inquiries and Requests
Questions about this policy or how ORVISTA handles submitted information, as well as requests to correct, update, or delete information where appropriate and subject to applicable requirements, may be sent to contact@orvista.co
Policy updates
ORVISTA may update this policy when its website, engagement model, internal processes, technology services, or applicable requirements change. The latest revision date will appear at the top of this page.