Privacy Policy

Last updated: 25 May 2026

This Privacy Policy explains how Assetvia and Partners Ltd ("we", "us", "our") collects, uses, stores and protects personal data in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

1. Who we are

Assetvia and Partners Ltd is a company registered in England and Wales. For the purposes of UK data protection law, we are the data controller of any personal data you provide to us. If you have any questions, please contact us at privacy@assetvia.co.uk.

2. Information we collect

Identity data: name, title, company name.
Contact data: email address, telephone number, postal address.
Investor profile data: investment criteria, ticket size, target areas, source of funds confirmations.
Technical data: IP address, browser type, device information, pages visited.
Communications data: messages sent to us by email, contact form, WhatsApp or phone.

3. How we collect your data

We collect personal data when you submit our contact or enquiry forms, request a deal pack, book a consultation, subscribe to our updates, or interact with our website and email communications.

4. Lawful bases for processing

We rely on the following lawful bases under Article 6 of the UK GDPR:

Consent — for marketing communications and non-essential cookies.
Contract — to take steps at your request before entering into, or to perform, a contract with you.
Legitimate interests — to operate, secure and improve our business and respond to enquiries.
Legal obligation — to comply with anti-money-laundering (AML), counter-terrorist financing, tax and other UK statutory requirements.

5. How we use your data

To present property investment opportunities matched to your stated criteria.
To carry out client due diligence, AML and "know your customer" (KYC) checks.
To respond to enquiries and provide ongoing investor support.
To send you service updates and, where you have consented, marketing communications.
To comply with our legal and regulatory obligations.

6. Sharing your data

We may share your personal data with:

Trusted professional advisers (solicitors, surveyors, accountants, mortgage brokers) involved in a transaction.
Deal partners, vendors or joint-venture parties where necessary to progress an opportunity you have expressed interest in.
Service providers acting as our processors (e.g. CRM, email, hosting and analytics providers) under written agreements.
Regulators, law enforcement and other authorities where we are legally required to do so.

We do not sell your personal data to third parties.

7. International transfers

Where personal data is transferred outside the UK, we ensure appropriate safeguards are in place, such as the UK International Data Transfer Agreement, the UK Addendum to the EU Standard Contractual Clauses, or transfers to countries deemed adequate by the UK government.

8. Data retention

We retain personal data only for as long as necessary for the purposes set out above. Where we have provided services or carried out AML checks, we typically retain records for a minimum of five (5) years after the end of our business relationship, in line with the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017.

9. Your rights

Under the UK GDPR you have the right to:

Access your personal data.
Request rectification of inaccurate data.
Request erasure ("right to be forgotten") where applicable.
Restrict or object to processing.
Request data portability.
Withdraw consent at any time where processing is based on consent.
Lodge a complaint with the Information Commissioner's Office (ICO) at ico.org.uk.

To exercise any of these rights, please contact privacy@assetvia.co.uk.

10. Security

We use appropriate technical and organisational measures to protect personal data against unauthorised access, alteration, disclosure or destruction. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

11. Changes to this policy

We may update this Privacy Policy from time to time. The latest version will always be available on this page with the date of the most recent update.