Privacy Policy

The Conseiller ("we," "our," or "us") is committed to protecting your personal data and respecting your privacy. This Privacy Policy explains how we collect, use, share, and protect your information when you visit our website, use our services, or interact with us—particularly in relation to real estate consultancy, investment, and property-related services.

​

1. Information We Collect

We may collect and process the following types of personal information:

• Personal Identification Information: Name, address, email address, phone number, date of birth, and proof of identity (e.g. passport, driving licence).

• Professional Information: Employment status, financial background, and information relevant to property transactions and investment profiling.

• Financial Information: Bank details, source of funds, payment history, and property investment information.

• Technical Information: IP address, browser type, device identifiers, and usage data when you interact with our website.

• Property-Related Information: Information about your property ownership, rental history, preferences, or investment criteria.

• Verification and Compliance Data: Documents and information for Anti-Money Laundering (AML), Know Your Customer (KYC), and risk assessment checks.

 

2. How We Use Your Information

 

We use your personal data to:

• Provide, manage, and improve our real estate and consultancy services.

• Conduct AML/KYC checks in compliance with regulatory obligations.

• Process transactions, payments, and related documentation.

• Communicate with you regarding services, appointments, property listings, or legal requirements.

• Match investment preferences with opportunities, if applicable.

• Fulfil contractual and legal obligations.

 

3. How We Protect Your Information

 

We implement strict technical and organizational measures to ensure the security of your data, including secure document storage, encrypted communications, and restricted access to client information.

 

4. Sharing Your Information

 

We do not sell your personal data. We may share your information only as necessary:

• With trusted service providers such as legal professionals, surveyors, estate agents, or financial institutions involved in a transaction.

• To conduct identity verification and background checks via regulated third-party platforms.

• With regulators, law enforcement agencies, or authorities when required by law (e.g. in connection with property purchases, AML compliance).

• If you instruct us to act on your behalf in transactions or negotiations.

 

5. Your Rights

You may have the right to:

• Access the personal data we hold about you.

• Request correction or deletion of your information.

• Withdraw consent where applicable.

• Object to certain processing or request data portability.

• File a complaint with the relevant data protection authority.

If we process your data for legal compliance (e.g. AML/KYC), some of your rights may be limited.

 

6. Cookies

Our website may use cookies to personalise content and enhance functionality. You may set your browser to refuse cookies; however, this may affect your experience.

 

7. Data Retention

We retain personal data only for as long as necessary for the purposes outlined above, including compliance with legal, accounting, or reporting obligations (e.g. AML records may be kept for 5 years from the end of the business relationship, per UK regulations).

 

8. International Transfers

If we transfer your data outside the UK or EEA, we ensure appropriate safeguards are in place, such as Standard Contractual Clauses or adequacy decisions recognised by the UK Government.

 

9. Changes to This Policy

We may update this Privacy Policy periodically. The most current version will always be available on our website.