Terms of use

Last updated: April 6, 2026

1. Acceptance of Terms

By accessing or using the Form Strategic Consulting website (the "Site"), you agree to be bound by these Terms of Use. If you do not agree to these terms, please do not use the Site. These Terms apply to all visitors, clients, and users of the Site.

2. About Form Strategic Consulting

Form Strategic Consulting is a sole proprietorship operating in Canada, headquartered in Vancouver, British Columbia and Edmonton, Alberta. The Site is intended to provide information about Form's consulting services and to facilitate engagement inquiries and client access.

3. Use of the Site

You agree to use the Site only for lawful purposes and in a manner that does not infringe the rights of others. You may not use the Site to transmit any harmful, offensive, or unauthorized content, attempt to gain unauthorized access to any portion of the Site or its related systems, interfere with or disrupt the operation of the Site, or misrepresent your identity or affiliation in any inquiry or communication submitted through the Site.

4. Contact Form & Inquiries

Information submitted through the Site's contact form is used solely to respond to your inquiry and assess whether an engagement may be a fit. Submission of an inquiry does not constitute a consulting agreement or create any obligation on the part of Form Strategic Consulting to provide services. All engagement relationships are formalized through a separate written agreement.

5. Client Portal

Access to the client portal is granted exclusively to active clients of Form Strategic Consulting. You are responsible for maintaining the confidentiality of your login credentials and for all activity that occurs under your account. You agree to notify Form immediately if you become aware of any unauthorized use of your account. Form reserves the right to suspend or terminate portal access at any time, with or without notice, if these Terms are violated or an engagement concludes.

6. Payments

Where payments are processed through the Site, you agree to provide accurate and complete billing information. All fees are in Canadian dollars unless otherwise stated. Payments are subject to the terms outlined in your individual engagement agreement with Form Strategic Consulting. Form is not responsible for errors, delays, or failures caused by third-party payment processors.

7. Intellectual Property

All content on the Site — including text, design, graphics, frameworks, and proprietary methodologies — is the property of Form Strategic Consulting and is protected under applicable Canadian intellectual property laws. You may not reproduce, distribute, or use any content from the Site without prior written permission. Nothing on the Site constitutes a transfer of any intellectual property rights to you.

8. Confidentiality

Any proprietary information, frameworks, or materials shared through the Site or client portal remain the confidential property of Form Strategic Consulting. Clients agree not to share, reproduce, or distribute such materials without express written consent.

9. Disclaimer of Warranties

The Site and its content are provided on an "as is" basis without warranties of any kind, either express or implied. Form Strategic Consulting does not warrant that the Site will be uninterrupted, error-free, or free of viruses or other harmful components. Information on the Site is for general informational purposes only and does not constitute legal, financial, or professional advice.

10. Limitation of Liability

To the maximum extent permitted by applicable law, Form Strategic Consulting shall not be liable for any indirect, incidental, special, or consequential damages arising from your use of the Site, including but not limited to loss of data, loss of revenue, or business interruption. Form's total liability to you for any claim arising from use of the Site shall not exceed the amount paid by you to Form in the three months preceding the claim.

11. Privacy

Form Strategic Consulting collects and handles personal information in accordance with applicable Canadian privacy legislation, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy laws. Please refer to Form's Privacy Policy for full details on how your information is collected, used, and protected.

12. Third-Party Links

The Site may contain links to third-party websites. Form Strategic Consulting is not responsible for the content, privacy practices, or accuracy of any third-party sites and does not endorse them. Accessing third-party sites is at your own risk.

13. Governing Law

These Terms of Use are governed by and construed in accordance with the laws of the Province of British Columbia and the federal laws of Canada applicable therein. Any disputes arising from these Terms shall be subject to the exclusive jurisdiction of the courts of British Columbia.

14. Changes to These Terms

Form Strategic Consulting reserves the right to update or modify these Terms at any time without prior notice. The date of the most recent revision will be noted at the top of this page. Your continued use of the Site following any changes constitutes your acceptance of the updated Terms.

15. Contact

If you have any questions about these Terms of Use, please contact Form Strategic Consulting through the contact form on the Site or by reaching out directly at your designated client contact.

Privacy Policy

Last updated: April 6, 2026

1. Introduction

Form Strategic Consulting ("Form," "we," "us," or "our") is committed to protecting the privacy of individuals who visit our website and engage with our services. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy legislation in British Columbia and Alberta.

By using the Site or submitting information through any form or portal, you consent to the practices described in this Policy.

2. Who We Are

Form Strategic Consulting is a sole proprietorship operating in Canada, headquartered in Vancouver, British Columbia and Edmonton, Alberta. We provide fractional Chief of Staff and strategic consulting services to organizations Canada-wide.

3. Information We Collect

We collect personal information only to the extent necessary to provide our services and operate our website. The types of information we may collect include:

Contact & Identity Information Name, email address, phone number, and company or organization details submitted through our contact form or client portal.

Payment Information Billing details including credit card or banking information necessary to process payments for consulting services. Payment information is processed securely and is not stored on our servers beyond what is required to complete the transaction.

Usage Information Basic technical data such as IP address, browser type, and pages visited, collected automatically when you access the Site. This information is used solely for the operation and improvement of the Site and is not linked to your personal identity.

4. How We Collect Information

We collect personal information in the following ways:

  • Directly from you when you submit an inquiry through the contact form

  • Directly from you when you register for or use the client portal

  • Directly from you when you enter into a consulting engagement with Form

  • Automatically through standard web server logs when you visit the Site

5. How We Use Your Information

We use the personal information we collect for the following purposes:

  • To respond to your inquiry and assess whether an engagement is a fit

  • To establish, manage, and deliver consulting services under a client agreement

  • To process payments for services rendered

  • To communicate with you regarding your engagement, invoices, or deliverables

  • To maintain records as required for business and legal purposes

  • To operate, maintain, and improve the Site

We do not use your personal information for unsolicited marketing or share it with third parties for advertising purposes.

6. How We Store Your Information

Your personal information is stored securely within our own internal systems and inbox. We do not currently use third-party CRM platforms, email marketing tools, or external data storage services. Information is retained only for as long as necessary to fulfill the purposes for which it was collected, or as required by applicable law.

We take reasonable technical and organizational precautions to protect your personal information against unauthorized access, disclosure, alteration, or destruction.

7. Payment Security

Payment information submitted through the Site is processed using secure, encrypted connections. We do not store full credit card numbers or sensitive banking details on our systems after a transaction is complete. If you have questions about the security of a specific payment, please contact us directly.

8. Disclosure of Your Information

Form Strategic Consulting does not sell, rent, or trade your personal information. We may disclose your information only in the following limited circumstances:

  • Legal obligations: Where required by law, court order, or regulatory authority

  • Protection of rights: Where necessary to protect the rights, property, or safety of Form Strategic Consulting, our clients, or others

  • Business transfers: In the unlikely event of a sale or transfer of the business, personal information may be transferred as part of that transaction, subject to equivalent privacy protections

9. Client Portal

Information you access, upload, or generate through the client portal is treated as confidential. Portal access is restricted to active clients and is protected by login credentials. You are responsible for keeping your credentials secure. Form does not access your portal activity for any purpose other than delivering and supporting your engagement.

10. Cookies & Tracking

The Site may use basic cookies to support functionality and improve your browsing experience. We do not use cookies for behavioral advertising or cross-site tracking. You may disable cookies through your browser settings, though some features of the Site may not function as intended if you do so.

11. Your Rights

Under applicable Canadian privacy law, you have the right to:

  • Request access to the personal information we hold about you

  • Request correction of any inaccurate or incomplete information

  • Withdraw consent to the collection or use of your information, subject to legal or contractual limitations

  • Request deletion of your personal information where we are not legally required to retain it

To exercise any of these rights, please contact us using the information in Section 14 below. We will respond to all requests within 30 days.

12. Retention of Information

We retain personal information for as long as is necessary to fulfill the purposes outlined in this Policy, to maintain accurate business records, and to comply with applicable legal obligations. When information is no longer required, it is securely deleted or anonymized.

13. Changes to This Policy

Form Strategic Consulting reserves the right to update this Privacy Policy at any time. The date of the most recent revision will be noted at the top of this page. Your continued use of the Site following any update constitutes your acceptance of the revised Policy. We encourage you to review this Policy periodically.

14. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or the handling of your personal information, please contact Form Strategic Consulting through the contact form on the Site or through your designated client contact channel.

We take all privacy inquiries seriously and will respond promptly and in good faith.