Privacy Policy

This notice explains how we collect, use and protect your personal information when you deal with us as a client, prospective client, supplier, prospective employee, or website visitor.

Adler Green Ltd is a company registered in England and Wales specialising in property finance and insurance. We are the “data controller” for the purposes of UK data protection law. E-mail: privacy@adlergreen.co.uk.

Depending on your relationship with us we may collect:

• Identification and contact details – name, address, phone, email, date of birth, occupation.

• Financial information – income and expenditure, bank details for payments, credit history and credit reference information.

• Property and transaction details – information about the property or finance you are seeking, records of communications, meeting notes and decisions.

• Compliance information – documents needed for Anti-Money Laundering (AML) and Know Your Customer (KYC) checks, and where required details of any relevant criminal convictions.

• Technical data – IP address, browser type and how you use our website.

• Recruitment data (if you apply for a job) – CV, employment history, right-to-work documents and references.

We only collect what we need to provide our services or meet our legal obligations.

We use your personal data to:

• Provide finance broking services and manage our relationship with you.

• Carry out due diligence, AML and fraud-prevention checks.

• Meet any legal or regulatory requirements.

• Process payments and maintain accounts.

• Respond to enquiries, complaints or legal claims.

• Send you information about our services if you have asked us to or where we have a legitimate interest (you can opt out at any time).

• Recruit and manage staff.

We do not sell personal data.

We rely on one or more of the following bases under UK GDPR:

• Contract – to take steps at your request or perform a contract (e.g. arranging finance).

• Legal obligation – to comply with regulations such as AML requirements and FCA rules.

• Legitimate interests – to run and improve our business, for example keeping in touch with existing clients about relevant services.

• Consent – for marketing where required, or when you give us specific permission. You can withdraw consent at any time.

We may share data with:

• Lenders and other finance providers when arranging funding, as well as our network partner Connect.

• Regulatory bodies such as the Financial Conduct Authority and HMRC.

• Credit reference and fraud-prevention agencies.

• Professional advisers (lawyers, auditors, accountants).

• Service providers such as IT and cloud-hosting companies under strict confidentiality agreements.

• Law-enforcement or other authorities when legally required.

We keep personal data only as long as necessary to meet the purposes set out above, including legal, accounting or reporting requirements. Typical retention is six years after the end of our relationship unless the law requires a longer period.

Your privacy is important to us. We take appropriate technical and organisational measures to keep your personal data secure and to protect it from unauthorised access, loss or misuse.

• We use secure systems and limit access to staff and service providers who need the information to perform their duties.

• Some of our cloud or IT providers may store data outside the UK. If we transfer personal data to a country that the UK government has not recognised as providing adequate protection, we will put in place approved safeguards (for example the UK’s International Data Transfer Agreement) to ensure it is protected to UK standards.

• Details of the UK’s current “adequacy decisions” are available from the Information Commissioner’s Office.

We also ask you to take reasonable steps to protect your own privacy—for example, avoid sending confidential information over unencrypted email, password-protect attachments and use secure delivery methods for original documents.

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We normally keep personal data for at least six years after our relationship ends to meet regulatory and accounting requirements. In some cases we may need to keep records longer where the law allows.

You have the right to:

• Access the personal data we hold about you.

• Correct or update inaccurate information.

• Ask us to erase or restrict processing of your data in certain circumstances.

• Object to processing based on legitimate interests or direct marketing.

• Request a copy of your data in a portable format.

• Withdraw consent where we rely on it.

To exercise these rights contact privacy@adlergreen.co.uk. We will respond within 30 days.

We reserve the right to change this privacy policy as we may deem necessary from time to time or as may be required by law. Any changes will be immediately posted on this website and you are deemed to have accepted the terms of the privacy notice on your first use of the website following the alterations or any changes will be notified to you and you are deemed to have accepted the terms of the privacy notice on your receipt.

If you are unhappy with how we use your data, please contact us first by e-mailing privacy@adlergreen.co.uk.

You can also complain to the Information Commissioner’s Office (ICO):
Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF. Helpline: 0303 123 1113 | www.ico.org.uk/make-a-complaint

September 2025