Keeping it safe

Privacy Policy

Effective Date: September 2025

Waterman & Company (“we”, “us”, “our”) is committed to protecting your privacy and handling your personal data responsibly. This policy explains how we collect, use, and safeguard your information in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

What Information We Collect

We may collect and process the following personal data:

Full name, contact details (email, phone number, address)
Identification documents (e.g. passport, driving licence)
Financial information (e.g. proof of funds, bank details)
Property preferences, transaction history, and tenancy applications
Communications and correspondence with us

How We Use Your Data

We use your data to:

Facilitate property sales, lettings, and valuations
Conduct identity verification and Anti-Money Laundering (AML) checks
Communicate with you regarding services, viewings, and updates
Manage tenancy agreements and landlord services
Send marketing communications (only with your consent)

Legal Basis for Processing

We process your data under the following lawful bases:

Consent – for marketing communications
Contract – to fulfil our obligations in property transactions
Legal obligation – for AML and compliance requirements
Legitimate interest – to improve our services and maintain client relationships

Data Security & Retention

We implement appropriate technical and organisational measures to protect your data, including encryption, secure servers, and access controls. We retain personal data only as long as necessary for the purposes outlined above, and securely delete it when no longer required.

Sharing Your Data

We may share your data with trusted third parties such as:

Referencing agencies, solicitors, and financial institutions
IT service providers and software platforms we use to operate our business
Regulatory authorities when required by law

We do not transfer your data outside the UK unless adequate safeguards are in place.

Your Rights

You have the right to:

Access your personal data
Request correction or deletion
Object to processing
Restrict processing
Withdraw consent (where applicable)
Request data portability
Lodge a complaint with the Information Commissioner’s Office (ICO)

Cookies

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