Privacy Policy

Privacy Policy

Last updated: 15 September 2026

1. Introduction

Rosebay Property Solutions Ltd respects your privacy and is committed to protecting your personal information.

This Privacy Policy explains how we collect, use, store, share and protect your personal information when you:

  • Visit our website.

  • Submit an enquiry.

  • Download a guide or other resource.

  • Book or attend a Discovery Call.

  • Contact us by email, telephone, WhatsApp or social media.

  • Complete an investor, vendor or property enquiry form.

  • Register for an event or webinar.

  • Engage us to provide property sourcing or related services.

  • Otherwise interact with Rosebay Property Solutions Ltd.

This Privacy Policy applies to information collected through our website at rosebayproperty.co.uk, our landing pages, forms, booking pages, CRM, communications and wider business activities.

2. Who We Are

Rosebay Property Solutions Ltd is a private limited company registered in England and Wales.

Registered office:

Rosebay Property Solutions Ltd
Beavan Webb, Burford House
48 Beam Street
Nantwich
Cheshire
CW5 5LJ

Email: hello@rosebayproperty.co.uk
Telephone: 07466 446688

Rosebay Property Solutions Ltd is the data controller responsible for deciding how and why your personal information is used.

3. Information We May Collect

The information we collect will depend on how you interact with us.

Identity information

This may include:

  • Your name.

  • Your title.

  • Your date of birth, where required.

  • Copies of identification documents where required for identity verification or anti-money laundering checks.

Contact information

This may include:

  • Your email address.

  • Your telephone number.

  • Your postal address.

  • Your preferred method of communication.

Investor and property information

This may include:

  • Your property investment goals.

  • Your preferred investment strategy.

  • Your property requirements.

  • Your preferred investment areas.

  • Your approximate budget.

  • Your funding position.

  • Your timescales.

  • Your experience as a property investor.

  • Information provided during Discovery Calls, enquiries and onboarding.

  • Notes about your requirements and our communications with you.

Vendor and property-owner information

This may include:

  • Details about a property you own or represent.

  • The property address.

  • Property condition, occupancy and tenure information.

  • Your reasons for considering a sale.

  • Your preferred timescales.

  • Information required to understand and progress your enquiry.

Transaction and payment information

This may include:

  • Payment records.

  • Invoices.

  • Bank account details where necessary.

  • Information about fees paid or due.

  • Transaction and accounting records.

We do not normally receive or retain your complete payment-card details where a third-party payment provider processes a payment on our behalf.

Anti-money laundering and compliance information

Where required by law, we may collect:

  • Identification documents.

  • Proof of address.

  • Date of birth.

  • Nationality or residency information.

  • Information about the source of funds or source of wealth.

  • Results of identity, sanctions or politically exposed person checks.

  • Information required for customer due diligence.

  • Records relating to legal and regulatory checks.

Communications and marketing information

This may include:

  • Your communication preferences.

  • Records of consent.

  • Records of marketing opt-outs.

  • Email engagement.

  • Enquiry history.

  • Call notes.

  • Event attendance.

  • Information about guides or resources you request.

  • Records of messages exchanged by email, telephone, WhatsApp, social media or other channels.

Technical and website information

Subject to your cookie choices, this may include:

  • Your IP address.

  • Browser type.

  • Device information.

  • Approximate location.

  • Pages visited.

  • Referral source.

  • Website interactions.

  • Form and booking-page interactions.

  • Advertising or campaign interactions.

  • Cookie and tracking preferences.

Please see our separate Cookie Policy for more information.

4. How We Collect Your Information

We may collect information directly from you when you:

  • Complete an enquiry, registration or onboarding form.

  • Download an investor guide or another resource.

  • Book or attend a Discovery Call.

  • Contact us by email, telephone, WhatsApp or social media.

  • Register for a webinar, event or mailing list.

  • Discuss your investment or property requirements with us.

  • Enter into an agreement with us.

  • Provide identification or compliance information.

  • Make a payment.

We may also receive information:

  • From someone acting with your authority.

  • From estate agents, letting agents, solicitors, brokers or other property professionals involved in an enquiry or transaction.

  • From publicly available sources, such as Companies House, HM Land Registry or other legitimate public records.

  • Through identity verification, sanctions screening or anti-money laundering service providers.

  • Through website, analytics, advertising and CRM technologies, subject to applicable cookie requirements.

Where we receive personal information from another source, we will handle it in accordance with applicable data protection law.

5. How and Why We Use Your Information

We will only use personal information where we have a lawful basis for doing so.

Responding to enquiries

We use your contact details and enquiry information to:

  • Respond to you.

  • Provide information you request.

  • Understand your requirements.

  • Arrange a Discovery Call.

  • Assess whether our services may be suitable.

Our lawful basis is normally our legitimate interest in responding to genuine enquiries and taking steps at your request before entering into a contract.

Providing our services

We use relevant identity, contact, investment, property and transaction information to:

  • Provide agreed services.

  • Understand your property requirements.

  • Research and present suitable opportunities.

  • Communicate with you during the service.

  • Manage your relationship with Rosebay.

  • Provide customer support.

Our lawful basis is normally that the processing is necessary to take steps before entering into a contract or to perform a contract with you.

Investor and vendor onboarding

We may use information supplied during onboarding to:

  • Establish your requirements.

  • Conduct suitability and due diligence checks.

  • Set up and administer your client record.

  • Prepare relevant agreements and documentation.

  • Progress your enquiry or engagement.

Our lawful bases may include taking steps before entering into a contract, performing a contract, complying with legal obligations and pursuing our legitimate interests in administering our business responsibly.

Anti-money laundering, fraud prevention and regulatory compliance

We may use identity, financial and compliance information to:

  • Verify your identity.

  • Complete customer due diligence.

  • Conduct sanctions or politically exposed person checks.

  • Understand the source of funds or source of wealth where required.

  • Prevent and detect fraud, money laundering or other unlawful activity.

  • Maintain legally required records.

  • Respond to lawful requests from regulators or public authorities.

Our lawful basis is normally compliance with a legal obligation. In limited circumstances, other lawful bases permitted by data protection law may apply.

Payments, accounts and business administration

We use payment, contact and transaction information to:

  • Issue invoices.

  • Process and record payments.

  • Maintain financial and accounting records.

  • Manage queries, complaints and disputes.

  • Establish, exercise or defend legal claims.

  • Meet tax, accounting and regulatory requirements.

Our lawful bases may include performing a contract, complying with legal obligations and our legitimate interests in administering and protecting our business.

Communications and requested follow-up

We use your contact details and communication history to:

  • Respond to messages.

  • Provide information you have requested.

  • Follow up after a call, enquiry, download or event.

  • Provide service updates.

  • Maintain an appropriate record of our relationship with you.

Our lawful bases may include consent, taking steps before entering into a contract, performing a contract and our legitimate interests in communicating efficiently with people who contact us.

Marketing

Where permitted, we may use your contact details and preferences to send:

  • Property-related information.

  • Rosebay news and updates.

  • Invitations to relevant events or calls.

  • Educational content.

  • Information about our services and opportunities.

We will rely on consent where consent is required. In appropriate circumstances, we may rely on our legitimate interests in promoting relevant services to people who have shown an interest in Rosebay, where those interests are not overridden by the individual’s rights.

You can opt out at any time by:

  • Using the unsubscribe link in a marketing email where available.

  • Contacting us at hello@rosebayproperty.co.uk.

  • Telling us that you no longer wish to receive marketing.

Opting out of marketing will not prevent us from sending essential communications about an existing agreement, active service, compliance matter or transaction.

Website improvement and marketing measurement

Subject to your cookie preferences, we may use technical and usage information to:

  • Understand how visitors use our website.

  • Improve website content and performance.

  • Measure the effectiveness of our marketing.

  • Understand interactions with our adverts, forms and booking pages.

  • Create or measure advertising audiences.

  • Detect technical problems and protect website security.

We rely on consent for non-essential cookies, pixels and similar tracking technologies where consent is required.

6. If You Do Not Provide Information

You are not required to provide personal information merely to browse the general pages of our website.

However, we may need certain information to:

  • Respond properly to an enquiry.

  • Book a call.

  • Provide a requested resource.

  • Enter into or perform a contract.

  • Complete mandatory anti-money laundering or identity checks.

  • Progress a property-related enquiry or transaction.

If required information is not provided, we may be unable to offer or continue a particular service. We will explain this where relevant.

7. Marketing and Communication Preferences

We aim to give you clear choices about marketing communications.

Where you provide consent, you may withdraw it at any time. Where we rely on legitimate interests for appropriate business-to-business or related communications, you may object at any time.

We may retain a limited suppression record after you opt out. This helps us ensure that we respect your preference and do not add you back to the same marketing list accidentally.

8. Sharing Your Information

We do not sell your personal information.

We may share information with trusted third parties where reasonably necessary to operate our business, comply with legal obligations or provide our services.

These may include:

  • Squarespace and other website or hosting providers.

  • Take Flight CRM and associated form, booking, communication and marketing services.

  • Microsoft 365 and other business communication or file-storage services.

  • Email and marketing service providers.

  • Booking and calendar platforms.

  • Identity verification and anti-money laundering checking providers.

  • Payment providers and banks.

  • Accountants, insurers and professional advisers.

  • Solicitors, brokers, estate agents, letting agents, surveyors, tradespeople and other property professionals where relevant.

  • Meta, Google, LinkedIn, TikTok or similar analytics and advertising providers where those services are used.

  • HMRC, law-enforcement bodies, regulators, courts or other public authorities where disclosure is required or permitted by law.

  • A purchaser, successor or adviser if Rosebay undergoes a sale, restructuring or transfer of business assets.

We will only share information that is reasonably necessary for the relevant purpose.

Service providers processing personal information on our behalf are required to handle it appropriately and in accordance with applicable data protection requirements.

9. Take Flight CRM

We may use Take Flight CRM to manage:

  • Investor and vendor enquiries.

  • Contact details.

  • Booking information.

  • Discovery Calls.

  • Communication records.

  • Onboarding activity.

  • Marketing preferences.

  • Follow-up communications.

  • Forms and landing pages.

  • Records relating to prospective and existing clients.

Rosebay Property Solutions Ltd remains responsible for deciding how and why personal information held in its CRM records is used.

Take Flight acts as a service provider when processing information on Rosebay’s behalf, except where it processes information for its own separately stated purposes.

10. Cookies, Analytics and Advertising

Our website and connected landing pages may use cookies, pixels, tags and similar technologies.

Essential technologies may be used where required for website operation, security or functionality. Non-essential analytics and marketing technologies will only be used where appropriate consent has been obtained, unless their use is otherwise permitted by law.

Technologies we use or may use include:

  • Squarespace website technologies.

  • Take Flight forms, booking pages and marketing technologies.

  • Meta Pixel.

  • Google analytics or advertising technologies.

  • LinkedIn Insight Tag.

  • TikTok Pixel.

  • Similar measurement and advertising services.

The particular technologies in use may change as our website and marketing systems develop.

Please read our separate Cookie Policy and use the website’s cookie controls to manage your preferences.

11. International Transfers

Some service providers may process or store personal information outside the United Kingdom.

Where personal information is transferred internationally, we will take appropriate steps to ensure it is protected in accordance with applicable data protection law. Depending on the destination and provider, this may include relying on:

  • UK adequacy regulations.

  • Approved contractual safeguards.

  • Other lawful transfer mechanisms.

You may contact us if you would like more information about safeguards relevant to your personal information.

12. How Long We Keep Information

We retain personal information only for as long as reasonably necessary for the purpose for which it was collected, including to:

  • Respond to and administer enquiries.

  • Provide agreed services.

  • Maintain business and transaction records.

  • Meet legal, tax, accounting and regulatory requirements.

  • Comply with anti-money laundering and customer due diligence obligations.

  • Maintain records of consent and marketing opt-outs.

  • Resolve complaints or disputes.

  • Establish, exercise or defend legal claims.

Retention periods vary according to the nature of the information, our relationship with you and applicable legal or regulatory requirements.

Where information is no longer required, we will securely delete or anonymise it unless we are legally required or permitted to retain it.

13. How We Protect Your Information

We use appropriate organisational and technical measures designed to protect personal information against:

  • Unauthorised access.

  • Loss or destruction.

  • Misuse.

  • Inappropriate disclosure.

  • Accidental alteration.

These measures may include:

  • Restricting access to people and providers with a legitimate need to use the information.

  • Using password protection and appropriate access controls.

  • Using reputable business and technology providers.

  • Maintaining procedures for dealing with suspected personal data breaches.

  • Reviewing how personal information is collected, stored and shared.

No method of electronic storage or transmission is completely risk-free, but we take the protection of personal information seriously.

14. Your Data Protection Rights

Depending on the circumstances, UK data protection law may give you the right to:

  • Be informed about how your personal information is used.

  • Request access to the personal information we hold about you.

  • Request correction of inaccurate or incomplete information.

  • Request deletion of personal information where we are not required to retain it.

  • Request restriction of certain processing.

  • Object to certain processing, including direct marketing.

  • Withdraw consent where processing is based on consent.

  • Request a copy or transfer of certain information in a structured, commonly used and machine-readable format where applicable.

  • Raise concerns or make a complaint about our use of your information.

  • Lodge a complaint with the Information Commissioner’s Office.

These rights do not apply in every situation and may be subject to legal limitations or exemptions.

15. Subject Access Requests

You may ask for confirmation of whether we hold personal information about you and request a copy of that information. This is commonly known as a subject access request.

Requests can be sent to:

Email: hello@rosebayproperty.co.uk

Post:

Rosebay Property Solutions Ltd
Beavan Webb, Burford House
48 Beam Street
Nantwich
Cheshire
CW5 5LJ

We may need to request information to confirm your identity before disclosing personal information.

We will respond within the period required by applicable data protection law. We will tell you if we need additional information or if a lawful extension applies.

There is not normally a fee for exercising your rights. However, the law may allow a reasonable fee or permit us to refuse a request in certain limited circumstances, including where a request is manifestly unfounded or excessive.

16. Automated Decision-Making

Rosebay Property Solutions Ltd does not currently make decisions that produce legal or similarly significant effects about individuals using solely automated processing.

We may use CRM, analytics and advertising tools to organise enquiries, manage communications and understand audience interests. These tools do not replace Rosebay’s human consideration of whether and how we provide our property services.

If this changes, we will update this Privacy Policy and provide the information required by law.

17. Data Protection Questions and Complaints

If you have a question, concern or complaint about how we have used your personal information, please contact us first. This gives us the opportunity to investigate and address the matter.

Email: hello@rosebayproperty.co.uk
Telephone: 07466 446688

Postal address:

Rosebay Property Solutions Ltd
Beavan Webb, Burford House
48 Beam Street
Nantwich
Cheshire
CW5 5LJ

Please provide enough information for us to understand the concern, identify the relevant records and respond appropriately.

You also have the right to complain to the Information Commissioner’s Office. Further information is available from the Information Commissioner’s Office.

A complaint about personal information will be handled as a data protection matter. Other complaints about Rosebay’s property services should be made under our separate In-House Complaints Procedure.

18. Third-Party Websites

Our website may contain links to websites operated by other organisations.

Rosebay Property Solutions Ltd does not control those websites or their handling of personal information. You should review the relevant organisation’s privacy information before submitting personal information through a third-party website.

19. Changes to This Privacy Policy

We may update this Privacy Policy to reflect changes to:

  • Our business or services.

  • The information we collect.

  • The systems and providers we use.

  • Our website and marketing activities.

  • Legal or regulatory requirements.

The latest version will be published on our website. The date at the top of this page shows when it was last updated.