Portfolio Cashflow Optimiser Property Business Accounts
Learn
Deal Maker Accelerator Book: Focus Your Way to Freedom Property Lifestyle Mastery Podcast Investor Strategy Intensive Raising Finance Formula
About
Our Framework Our Story Meet the Team
Get Started

PRIVACY POLICY

1. DEFINITIONS AND INTERPRETATION

In this Privacy Policy, the following terms shall have the following meanings:

“Account”
An account required to access and/or use certain areas and features of Our Site.

“Cookie”
A small text file placed on your computer or device by Our Site when you visit certain parts of Our Site and/or when you use certain features of Our Site. Details of the Cookies used are set out in section 13.

“personal data”
Any and all data that relates to an identifiable person who can be directly or indirectly identified from that data. In this case, it means personal data that you give to Us via Our Site. This definition shall, where applicable, incorporate the definitions provided in the UK GDPR.

“Our Site”
These websites and all their subdomains:

“We / Us / Our”
Property Strategy Ltd, Property Business Insights Ltd, and Property Business Accounts Ltd, acting individually or jointly depending on the services provided (together, “the Group”).

2. INFORMATION ABOUT US

  1. This website and the services described in this Privacy Policy are owned and operated jointly by the following companies (together, “the Group”):

Property Strategy Ltd
Registered in England & Wales
Company number: 09990885
Registered office: Unit 1–3 District Park, Margate, England, CT9 4JZ

Property Business Insights Ltd
Registered in England & Wales
Company number: 13597272
Registered office: Unit 1–3 District Park, Margate, England, CT9 4JZ
VAT number: GB505791974

Property Business Accounts Ltd
Registered in England & Wales
Company number: 16523139
Registered office: Unit 1–3 District Park, Margate, England, CT9 4JZ

  1. Depending on the service you engage with, one or more of the above companies may act as the data controller for your personal data. Where two or more companies jointly determine the purposes and means of processing personal data, they act as joint data controllers in accordance with the UK General Data Protection Regulation (UK GDPR).

  2. Our Data Protection Officer is Jackie Tomes, who can be contacted at:
    Email: [email protected]
    Post: Unit 1–3 District Park, Margate, England, CT9 4JZ

  3. Our registration number with the Information Commissioner’s Office (ICO) is: A8288927.

3. WHAT DOES THIS POLICY COVER?

This Privacy Policy applies only to your use of Our Site.

Our Site may contain links to other websites. Please note that We have no control over how your data is collected, stored, or used by other websites and We advise you to check the privacy policies of any such websites before providing any data to them.

4. YOUR RIGHTS

  1. As a data subject, you have the following rights under the UK GDPR:

    1. The right to be informed about Our collection and use of personal data

    2. The right of access to the personal data We hold about you (see section 12)

    3. The right to rectification of inaccurate or incomplete personal data

    4. The right to be forgotten (i.e. to request deletion of your personal data)

    5. The right to restrict processing of your personal data

    6. The right to data portability

    7. The right to object to processing for particular purposes

    8. Rights relating to automated decision-making and profiling

  2. If you have any cause for complaint about Our use of your personal data, please contact Us using the details in section 14 and We will do Our best to resolve the issue.

  3. If We are unable to help, you have the right to lodge a complaint with the UK supervisory authority, the Information Commissioner’s Office (ICO).

  4. For further information about your rights, please contact the ICO or your local Citizens Advice Bureau.

5. WHAT DATA DO WE COLLECT?

Depending upon your use of Our Site, We may collect some or all of the following personal and non-personal data (see also section 13 on Cookies):

  1. Name

  2. Date of birth

  3. Gender

  4. Business/company name

  5. Job title

  6. Profession

  7. Contact information (email address, telephone number)

  8. Demographic information (postcode, preferences, interests)

  9. Financial information (credit/debit card details)

  10. IP address

  11. Browser type and version

  12. Operating system

  13. URLs, including referring site, activity on Our Site, and exit pages

6. HOW DO WE USE YOUR DATA?

  1. All personal data is processed and stored securely and retained only as long as necessary for the reason(s) it was collected. We will comply with Our obligations and safeguard your rights under the UK GDPR at all times.

  2. We will always have a lawful basis for using your personal data, including:

  • performance of a contract

  • your consent (e.g. subscribing to emails)

  • Our legitimate interests

  1. Specifically, We may use your data for the following purposes:

    1. Providing and managing your Account

    2. Providing and managing your access to Our Site

    3. Personalising your experience on Our Site

    4. Supplying products and services to you (your personal data may be required to enter into a contract)

    5. Tailoring products and services to you

    6. Replying to communications from you

    7. Sending emails you have opted into (you may unsubscribe at any time using the link in the email or by emailing [email protected])

    8. Market research

    9. Analysing usage and gathering feedback to improve Our Site and services

  2. With your permission and/or where permitted by law, We may also use your data for marketing purposes (email, telephone, text message, or post). We will not send unsolicited marketing/spam and We will comply with UK GDPR and the Privacy and Electronic Communications Regulations (PECR).

  3. Third parties whose content appears on Our Site may use third party Cookies (see section 13). We do not control those third parties or the data they collect.

  4. You have the right to withdraw consent at any time and, where applicable, request deletion of your personal data.

7. HOW AND WHERE DO WE STORE YOUR DATA?

  1. We keep your personal data only for as long as necessary for the purposes set out in section 6.

  2. Some or all of your data may be stored outside the UK and/or European Economic Area (EEA). By using Our Site and submitting information to Us, you acknowledge that such transfers may occur. Where data is transferred internationally, We will take reasonable steps to ensure your data is treated securely and in accordance with UK GDPR.

  3. Your data is stored on Infusionsoft, which acts as a data processor.

  4. Data security is very important to Us. We have taken appropriate technical and organisational measures to safeguard data collected through Our Site.

  5. We take steps to ensure that Our data processors are GDPR compliant.

8. DO WE SHARE YOUR DATA?

  1. We do not sell your personal data.

  2. We may share your data within the Group (i.e. between Property Strategy Ltd, Property Business Insights Ltd, and Property Business Accounts Ltd) where necessary to:

  • provide services you request

  • administer accounts and enquiries

  • manage bookings and payments

  • comply with legal obligations

  1. We may contract with third parties to supply products and services on Our behalf. This may include payment processing, delivery services, search facilities, advertising, and marketing. Where access to personal data is required, We will take reasonable steps to ensure it is handled securely and lawfully.

  2. We may compile anonymised statistics about Our Site usage (traffic, usage patterns, user numbers, sales, etc.). Such data will not identify you and may be shared with third parties within legal limits.

  3. Some third-party data processors may be located outside the UK/EEA. These may include:

  • Infusionsoft

  • PayPal

  • WePay

  • Xero

  1. We may be legally required to share certain data, including personal data, for example in connection with legal proceedings, a court order, or a governmental authority.

9. WHAT HAPPENS IF OUR BUSINESS CHANGES HANDS?

  1. We may expand or reduce Our business which may involve sale or transfer of control of all or part of Our business. Personal data may be transferred where it relates to any part of the business being transferred.

  2. If any of your personal data is to be transferred, you will be informed in advance and given the choice to have your data deleted or withheld where appropriate.

10. HOW CAN YOU CONTROL YOUR DATA?

  1. When you submit personal data via Our Site, you may be given options to restrict Our use of your data. We aim to provide strong controls for direct marketing, including the ability to opt out of emails.

  2. You may also register with the following UK preference services:

  • Telephone Preference Service (TPS)

  • Corporate Telephone Preference Service (CTPS)

  • Mailing Preference Service (MPS)

These help reduce unsolicited marketing, but do not prevent marketing you have consented to receive.

11. YOUR RIGHT TO WITHHOLD INFORMATION

  1. You may access parts of Our Site without providing personal data. However, to use all features, you may be required to submit or allow collection of certain data.

  2. You may restrict Our use of Cookies. For more information, see section 13.

12. HOW CAN YOU ACCESS YOUR DATA?

You have the right to request a copy of any personal data We hold about you.

Under the UK GDPR, no fee is usually payable and We will provide information in response to your request free of charge.

To request your data, please contact: [email protected] (or use the contact details in section 14).

13. OUR USE OF COOKIES

  1. Our Site may place and access certain first party Cookies on your device. These are placed by Us and used only by Us to improve your experience and services.

  2. Our Site may also use third party Cookies for advertising, tracking, and analytics.

  3. All Cookies used by Our Site are used in accordance with current Cookie Law.

  4. Before Cookies are placed, you will be shown a prompt requesting your consent. You may refuse consent, but certain features may not function as intended.

  5. The following third party Cookies may be placed on your device:

  • Countdown Monkey (countdown timer)

  • Kajabi (link tracking)

  • Facebook (tracking pixels)

  1. Our Site may use analytics services (e.g. Facebook and Kajabi) to understand usage and improve Our Site. You do not have to allow these Cookies.

  2. You can manage Cookies using:

  • Our Cookie consent settings (where available), and/or

  • your browser settings

  1. You may delete Cookies at any time, but you may lose settings that help you access Our Site more quickly (e.g. login preferences).

14. CONTACTING US

If you have any questions about Our Site or this Privacy Policy, or you wish to make a request relating to your personal data, please contact Us:

Email: [email protected]
Post: Unit 1–3 District Park, Margate, England, CT9 4JZ

Please ensure your query is clear, especially if it relates to a request for information about the data We hold about you.

15. CHANGES TO OUR PRIVACY POLICY

We may change this Privacy Policy from time to time (for example, if the law changes). Any changes will be posted on Our Site immediately. Your continued use of Our Site after changes are posted will be deemed acceptance of the updated Privacy Policy.

We recommend checking this page regularly.