Coaching Terms

Vic Okezie Coaching is a Careers Coaching and Leadership Consultancy. This coaching terms of agreement is between Vic Okezie (“Coach”) and the “Client”.

1. Purpose

This Agreement sets out how confidential information shared during coaching will be handled to create a trusted environment for candid, outcome‑focused conversations and the coaching terms of engagement, including fees and governing law.

2. Definitions

“Coaching” means structured conversations, exercises, and materials designed to support professional goals.

“Confidential Information” includes any non‑public information disclosed verbally, in writing, or digitally, including personal career details, performance, compensation, health information if disclosed, and proprietary employer information.

“Personal Data” means any information that identifies or can identify the Client, handled in accordance with applicable data protection laws (UK GDPR / EU GDPR).

3. Scope of Confidentiality

The Coach agrees not to disclose, share, or use the Client’s Confidential Information for any purpose other than delivering the coaching services, except as allowed under Section 7 (Legal Exceptions) or where the Client provides written consent.

4. Coach Obligations

Maintain strict confidentiality for all coaching content and records.

Store notes and materials securely with access restricted to the Coach (and authorised personnel if applicable).

Use privacy‑aware communication channels and reasonable cybersecurity practices.

Obtain explicit consent before recording any sessions (audio/video).

5. Client Obligations

Avoid introducing third‑party confidential materials unless authorised to do so.

Inform the Coach of any employment policies or restrictions that may affect coaching content or data sharing.

Provide accurate information as needed for effective coaching.

Responsible for making career decisions and outcomes.

6. Data Handling & Retention

Collection: Only data necessary to deliver coaching (e.g., goals, session notes, assessments).

Storage: Secure, password‑protected systems; limited access; reasonable safeguards against unauthorised use or disclosure.

Retention: Coaching records retained for 12 months from the last session, then securely deleted unless required by law or agreed otherwise.

Rights: The Client may request access, correction, or deletion of personal data, subject to legal and contractual limits.

Transfers: Personal data will not be transferred outside the UK/EEA without appropriate safeguards.

7. Legal Exceptions

Confidentiality may be lifted where the Coach reasonably believes disclosure is necessary to:

Address suspected financial crime or serious misconduct where disclosure is required by law.

Comply with a court order, law enforcement request, or legal/regulatory obligation.

Prevent serious harm to the Client or others.

Where legally permissible, the Coach will seek to notify the Client before such disclosure.

8. Communications & Recording

Coaching may occur via in‑person, phone, or video.

Sessions are not recorded unless the Client consents in writing.

The Client consents to reasonable note‑taking by the Coach for service delivery and quality assurance.

9. Intellectual Property

Materials provided by the Coach (frameworks, templates, assessments) remain the Coach’s intellectual property.

The Client may use them for personal professional development but may not redistribute or license them.

10. Breach of Confidentiality

If either party becomes aware of a breach or suspected breach, they will notify the other party promptly and co‑operate to remedy and mitigate any impact.

Material breaches may result in suspension or termination of coaching services.

11. Fees & Non‑Refundability

Fees: Coaching fees are agreed in advance and set out in the Client’s proposal.

Payment Terms: Unless otherwise specified in writing, fees are payable in advance of the coaching services commencing.

Method of Payment: Payments may be made via bank transfer or electronic payment method. Any transaction fees are the responsibility of the Client.

Taxes: All fees are exclusive of applicable taxes (including VAT), which will be added to invoices where required by law.

Non‑Refundable Fees: All coaching fees are non‑refundable.

12. Rescheduling & Cancellations

Coaching sessions are scheduled in advance and require the Coach to reserve dedicated professional capacity.

Rescheduling: The Client may reschedule a session by providing at least 48 hours’ written notice. Rescheduled sessions must be rebooked within the term of the engagement unless otherwise agreed in writing.

Late Cancellations: Sessions cancelled or rescheduled with less than 48 hours’ notice may be treated as forfeited and counted as delivered.

No‑Shows: Failure to attend a scheduled session without prior notice will be deemed a no‑show and the session will be forfeited.

Coach‑Initiated Changes: If the Coach must reschedule due to unforeseen circumstances, reasonable efforts will be made to offer an alternative time at the earliest opportunity, with no penalty to the Client.

Termination: The Client may terminate coaching services with 7 days written notice. All coaching fees are non‑refundable and non-transferable.

Discretion: Any exceptions to this policy are at the sole discretion of the Coach and must be confirmed in writing.

13. Governing Law & Dispute Resolution

This Agreement is governed by the laws of England & Wales.

Disputes will first be addressed via good‑faith discussion; if unresolved, parties may seek mediation before any formal proceedings.

Last updated: 31 December 2025.