Scope and operator
Regency Leads is operated by AULACCESS. This notice covers our professional-facing website and inquiries about our appointment services. Separate consumer experiences have their own notices at the point where information is collected.
Information involved
Website hosting can process IP addresses, device and browser information, requested pages, timestamps and security logs. If you contact us or book a business meeting, the information involved can include your name, business contact information, firm, role, meeting details and the content you choose to provide.
The appointment calculator runs in your browser. Its current implementation does not submit or store the numbers you enter. If you follow a booking link, the scheduling provider receives information you submit there.
Purposes
Information may be needed to operate and secure the website, respond to a business inquiry, arrange a requested meeting, evaluate a potential service relationship, document communications and meet applicable legal obligations. A consumer’s permission for one activity must not be treated as permission for unrelated outreach.
Service providers and external links
Cloudflare hosts the website and processes requests needed to deliver and protect it. Our homepage links to Calendly to schedule a business meeting. Following that link takes you to Calendly, where its privacy notice also applies. If the booking service redirects you to our confirmation page with appointment or contact information in the URL, Cloudflare also receives that URL when delivering the page. The confirmation page uses the appointment time and first name to display your calendar card. Communications and other providers may process information when you contact us or become a client.
Business communications and meeting records
We use business communications and records to respond to inquiries, understand a firm’s requirements, prepare proposals, arrange meetings, and administer service relationships. Our advisor correspondence workflow uses Smartlead for outbound correspondence, Superhuman for mailbox and calendar access, Close for customer relationship records, and OpenAI and Railway for processing and organizing that correspondence. Information involved can include business contact details, message content, meeting details, and summaries of the relationship.
Circleback processes audio, video, transcripts, notes, and action items for recorded business meetings. We use meeting records to document the discussion, prepare follow-up and proposals, and manage the relationship. Circleback is configured to email meeting notes to our account. The meeting notetaker provides recording and transcription notifications. Contact the meeting host before the call if you have questions about recording or want to discuss an unrecorded conversation. This notice does not itself establish your agreement to recording. Default Circleback sharing access for workspace and external invitees is set to none; copies in email and other business systems are handled separately.
Advisor information and marketing
We use advisor inquiry and sales information for our own sales conversations, follow-up, and administration of the requested relationship. We do not sell that information to other businesses for their marketing, share it for their independent marketing, or upload it to advertising-platform audiences. The service providers described above process information for our business operations. These statements concern advisor inquiry information; separate consumer collection and introduction experiences have their own notices.
Website measurement
Cloudflare Real User Monitoring is configured for this website to measure page performance and usage, excluding visitors from the European Union. This measurement is separate from the information Cloudflare handles to host and protect the website. Cloudflare describes its Web Analytics service as using a browser performance beacon. Browser settings and content-security controls can affect whether measurement loads.
Website access cookie
The password-protected program overview uses an access cookie named rl_overview, configured with a 30-day browser lifetime. It lets your browser access the overview after you enter the password. Clearing or blocking it may require you to enter the password again. External scheduling services may use their own cookies and technologies, described in their notices.
Browser privacy signals
Global Privacy Control and Do Not Track are browser signals that communicate privacy preferences. We do not sell advisor inquiry information or use it for cross-context behavioral advertising. This professional-facing website does not implement an additional automated response to these signals. Necessary website delivery, security processing and the overview access cookie remain in use. You can contact us using the request methods below to exercise applicable rights.
Retention and security
Our current Circleback configuration retains audio and video recordings for one year. Transcripts, notes, action items, and other meeting data do not currently have automatic expiration in Circleback. Copies in email or other business systems are separate records and are not deleted by the recording’s expiration.
Advisor contacts, emails and CRM sales notes are retained without a fixed expiry unless deletion is requested. We review deletion requests against applicable requirements, including legal or contractual recordkeeping, disputes and legal holds. We may keep the minimum information necessary to respect an opt-out and prevent unwanted contact. Website hosting and security records are also subject to the hosting provider’s retention practices; the one-year recording period does not apply to those records. Contact us with questions about a particular record.
No website or method of transmission can guarantee absolute security. Do not send Social Security numbers, account credentials, financial statements or private consumer reports through an ordinary website inquiry.
Privacy requests
Depending on the applicable law and the business’s coverage, rights may include access, correction, deletion, portability, certain opt-outs, authorized-agent requests and appeals. We may ask for information proportionate to verifying your identity or an agent’s authority. Applicable exceptions and legally required retention may affect a response. You may appeal a decision by emailing the same address with the subject “Privacy appeal” and explaining your concern. Tanmay handles incoming requests; Oleg handles system changes and escalations. We do not discriminate against you for exercising applicable privacy rights. Send a request to [email protected] and describe what you would like us to do. Do not include identity documents or sensitive financial information in your initial email.
Contact and changes
AULACCESS
1235 Windham PKWY
Romeoville, IL 60446
Contact [email protected] for privacy questions or requests. We will identify policy revisions with an updated date on this page. For material changes, we will provide any additional notice or obtain any permission required by applicable law. Updates do not, by themselves, expand contact permission you previously provided.