Privacy Policy

1. Introduction

Patley Estates Ltd ("we", "our", "us") is committed to protecting your privacy and personal data. This Privacy Policy explains how we collect, use, store, and protect your personal information in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

As a property development and investment company, we process personal data from investors, potential investors, business partners, and website visitors. This policy applies to all personal data we collect through our website, communications, and business relationships.

2. Data Controller

Patley Estates Ltd is the data controller responsible for your personal data. Our contact details are:

3. Information We Collect

3.1 Personal Information: We collect information you provide directly to us, including:

• Name, email address, phone number, and postal address
• Investment preferences and financial information
• Proof of identity and source of funds documentation
• Communication preferences and correspondence history
• Employment details and professional background

3.2 Website Usage Data: We automatically collect technical information when you visit our website:

• IP address and device information
• Browser type and version
• Pages visited, time spent, and navigation patterns
• Referring website and search terms used
• Cookies and similar tracking technologies

3.3 Special Category Data: In limited circumstances, we may process special category data (e.g., for anti-money laundering checks) only with your explicit consent or where legally required.

4. How We Use Your Information

We use your personal data for the following purposes:

5. Legal Basis for Processing

We process your personal data based on the following legal grounds:

• Contractual Necessity: Processing is necessary to fulfill our investment agreements with you
• Legal Obligation: We are required by law to process certain data (e.g., AML checks, tax reporting)
• Legitimate Interest: Processing is necessary for our legitimate business interests (e.g., fraud prevention, business development)
• Consent: You have given explicit consent for specific processing activities (e.g., marketing communications)

6. Data Sharing and Disclosure

We do not sell your personal data. We may share your information with:

• Service Providers: Third-party companies that help us operate our business (e.g., IT services, legal advisors, accountants)
• Professional Advisors: Lawyers, accountants, and financial advisors who assist with investment transactions
• Regulatory Authorities: Government bodies, law enforcement, and regulators when legally required
• Business Partners: Property developers, contractors, and partners involved in specific projects (with your consent)

All third parties are contractually obligated to protect your data and use it only for specified purposes.

7. Data Security

We implement robust security measures to protect your personal data from unauthorized access, loss, or misuse:

• Encryption of sensitive data in transit and at rest
• Secure server infrastructure with regular security updates
• Access controls limiting data access to authorized personnel only
• Regular security audits and vulnerability assessments
• Staff training on data protection and confidentiality
• Incident response procedures for data breaches

8. Data Retention

We retain your personal data only for as long as necessary to fulfill the purposes for which it was collected:

• Active Investors: Throughout the investment period and for 7 years after the investment concludes (for legal and tax purposes)
• Potential Investors: For 2 years from last contact, unless you request earlier deletion
• Website Visitors: Analytics data is typically retained for 26 months
• Legal Requirements: Some data must be retained longer to comply with legal obligations

After the retention period, we securely delete or anonymize your data.

9. Your Rights

Under UK GDPR, you have the following rights:

To exercise any of these rights, please contact us at [email protected]. We will respond within one month.

10. Cookies

Our website uses cookies to enhance your browsing experience. Cookies are small text files stored on your device that help us:

• Remember your preferences and settings
• Understand how you use our website
• Improve website functionality and performance
• Provide personalized content

You can control cookies through your browser settings. However, disabling cookies may affect website functionality. For more information, see our cookie banner when you first visit the site.

11. Third-Party Links

Our website may contain links to third-party websites (e.g., social media platforms). We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies before providing any personal information.

12. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. Updates will be posted on this page with a revised "Last Updated" date. We encourage you to review this policy periodically.

13. Contact Us and Complaints

If you have questions, concerns, or complaints about this Privacy Policy or our data practices, please contact us:

You also have the right to lodge a complaint with the Information Commissioner's Office (ICO), the UK supervisory authority for data protection issues. Visit ico.org.uk for more information.