Privacy Policy

Our contact details

Name: Matt Lanninge
Address: One Elmfield Park Bromley BR1 1LU
Phone Number:07884187114
E-mail: info@thepropertyxp.com
Website: https://thepropertyxp.com

For the purposes of the UK General Data Protection Regulation 2021, The Property Expert Ltd is the data controller.

This policy (and any other documents referred to in it) sets out the basis on which any personal data we collect from you, or that you may provide to us, will be processed by us.

The type of personal information we collect

Personal data means any information relating to an identified or identifiable natural person (‘data subject’). An identifiable natural person is one who can be identified, directly or indirectly, in particular by reference to an identifier such as a name, an identification number, location data (including photographs of a property), an online identifier or to one or more factors specific to the physical, physiological, genetic, mental, economic, cultural or social identity of that natural person.

How we get the personal information and why we have it

Most of the personal information we process is provided to us directly by you for one of the reasons in the table below:

Why do we collectPersonal information we collect

You visit our https://thepropertyxp.com website and fill in the contact form or phone us directly to:

  • Make an enquiry
  • Become a client to sell or purchase a property
  • Become a client to let or rent a property
  • Become a prosective purchaser of our client’s property
  • Receive our quarterly newsletter (phone number and address not collected)
First name
Last Name
Phone number
Email address
Address
Perform our anti-money laundering legal obligationsFirst, middle and last names
Address
Bank Statements
Salary details
Passport or driving licence image

Who we share your personal information with and why

We may share your personal information to enable us to sell or let your property or to purchase you a property.

InformationWho Shared WithWhyCountryData Protection Adequacy
All Personal Information we collect (in the table above)Virtual Amici Ltd – virtual personal assistantTo arrange viewings of your property and perform administration tasksUKUK GDPR
Name, address, email address and phone numberApple Contacts appTo enable The Property Expert to contact youIreland

EU GDPR

UK GDPR

Google WorkspaceTo include your personal information in documents and emailsUSAUK Extension to the EU-US Data Privacy Framework
Fergus Burnett PhotographyTo enable Mr Burnett to photograph your propertyUKUK GDPR
Name, address, bank statements, salary details, passport or driving licence image and bank sorting code and account numberLandmark Information Group LtdPerform anti-money laundering checkUKUK GDPR
Name, address, email address, phone numberLoop Software Limited – provider of our CRM systemTo manage our relationship with you and manage the progress of our transaction with youUKUK GDPR
Photographs of your propertyWeTransfer B.V.To transfer the photographs from Fergus Burnett Photography to The Propert Expert and, the, to you.The Netherlands

EU GDPR

UK GDPR

Address and photographs of your propertyProperty selling websites, e.g. Zoopla, Rightmove, PrimeLocation, OnthemarketTo sell your propertyUKUK GDPR
Name, address contact number, email addressSolicitor – John Hamilton of Setfords SolicitorsTo manage the sale of your property and /or prurchase of a propertyUKUK GDPR
Name, addressQuickbooks accounting systemTo record the financial transactions related to your sale or purchaseUKUK GDPR

If on our https://thepropertyxp.com website you click any of the social media (Facebook, Instagram, X formerly Twitter, LinkedIn and YouTube) icons to connect with The Property Expert via social media any data you exchange on those sites is subject to their privacy notices.

 

Lawful Basis

Under the UK General Data Protection Regulation (UK GDPR) we are required to have a lawful basis to justify the processing of your personal information. The lawful bases we rely on for processing your personal information are:

  1. If you have entered into a contract with The Property Expert for any of the services listed on our https://thepropertyxp.com website the legal basis is contract.
  2. If you signed up to receive our quarterly newsletter the legal basis is consent. You can withdraw consent at any time by emailing us at info@thepropertyxp.com with the title Withdraw Consent.

How we store your personal information

We store your personal data securely in our systems. We retain your personal information to meet our legal, regulatory and operational requirements as detailed in the table below. The retention period is the time data is retained after completion or the end of our relationship with you.

InformationWhy We Retain itHow Long For
Personal information collected related to a financial transaction in our Quickbooks accounting systemWe are required to keep it for our company financial reporting and HMRC compliance.7 years
Full record of the marketing, sales, purchase, letting and rental of propertyThe Property Ombudsman regulations6 years
Personal information collected to perform anti-money laundering checkCompliance with Money Laundering Regulations5 years
Your name and email addressTo send you news about our products and services1 year after our last contact with you

Your data protection rights

Under data protection law, you have rights including:

Your right of access – You have the right to ask us for copies of your personal information.

Your right to rectification – You have the right to ask us to rectify personal information you think is inaccurate. You also have the right to ask us to complete information you think is incomplete.

Your right to erasure – You have the right to ask us to erase your personal information in certain circumstances.

Your right to restriction of processing – You have the right to ask us to restrict the processing of your personal information in certain circumstances.

Your right to object to processing – You have the the right to object to the processing of your personal information in certain circumstances.

Your right to data portability – You have the right to ask that we transfer the personal information you gave us to another organisation, or to you, in certain circumstances.

You are not required to pay any charge for exercising your rights. If you make a request, we have one month to respond to you.

Please contact us using the contact details at the top of this document if you wish to make a request.

How to complain

If you have any concerns about our use of your personal information, you can make a complaint to us using the contact details at the top of this document and we will endeavour to resolve your complaint to the best of our ability.

Should we be unable to resolve your complaint you can also complain to the ICO.

The ICO’s address:

Information Commissioner’s Office

Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

Helpline number: 0303 123 1113
ICO website: https://www.ico.org.uk

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