Privacy Policy

We will always collect and use your name, and we will ask you to prove your identity when necessary.

If you have asked us to stop contacting you (asked us to add you to our suppression list) we will also collect one or more of:

• Your email address
• Your fixed-line and/or mobile telephone numbers
• Your social media handle(s)
• Your postal address

We will also collect copies of any correspondence (including emails) that you share with us concerning your request.

You have invoked one or more of your rights under Data Protection legislation.

We will process your Personal Data so that we can meet our legal obligations under Data Protection legislation, which includes keeping records when we guarantee your rights.

We have collected your Personal Data from you directly.

We will also share your Personal Data with British local and central government bodies and agencies; to the extent required by law.

We will also share your Personal Data with our other suppliers, such as those providing data storage, record-keeping and messaging services. Such suppliers will process your Personal Data solely at our direction, and not for any other purpose.

Where you have asked to be added to our suppression list, we will use your Personal Data to make sure that we do not contact you by one or more of:

• Email
• Telephone
• Social Media
• Post

If you have invoked your Right to erasure (right to be forgotten) we will record your name so that we can prove to the Information Commissioner’s Office (ICO) that we have honoured your request. We will then securely delete all other Personal Data we hold concerning you, except where we must retain a portion of it to meet a legal obligation or have otherwise demonstrated an overriding contractual or legitimate interest why it must be retained.

In cases where you have invoked another right under Data Protection legislation, we will use the Personal Data you have provided to support our activities in guaranteeing the requested right.

Any proof of your identity will only be retained until we are satisfied that we have verified your identity, after which it will be securely disposed.

When added to our suppression list, your Personal Data will be retained indefinitely to help ensure that we never contact you again in the future.

Records kept to audit our honouring of your Right to erasure will be kept for up to three years after we have agreed to your request.

Otherwise, we will retain the Personal Data you have provided when invoking your right under Data Protection legislation (including copies of your correspondence) for up to three years after we have handled your request.

You can contact us at privacy@surventrix.net and:

• Ask us to provide a copy of the Personal Data for you that we hold or process.
• Request that we make a correction to the Personal Data for you that we hold or process.
• Object to our processing of your Personal Data.

When you have invoked one of your existing rights you then may be able exercise further rights, including:

Requesting that we erase your Personal Data
Asking for our processing of your Personal Data to be restricted

If you wish to exercise any additional rights that are applicable, please contact us at privacy@surventrix.net. 

If you are unhappy with our processing of your Personal Data; or our handling of a related request you can complain to the ICO at https://ico.org.uk/concerns or contact them by telephone on 0303 123 1113.

You also have the right to take legal action if you are not satisfied with our handling of your Personal Data; or how we deal with a related request.

From time to time, our suppliers may store and process your data outside the European Economic Area (EEA), in the United States.

When this occurs, your Personal Data is safeguarded by our policy of using suppliers who have adopted European Union (EU) Model Clauses; or who hold a current Privacy Shield certification for their US-based operations.

This Privacy Notice is issued by .

Our principal place of business is .

You can contact us:

• By post, using the postal address given above.
• By Telephone, on the contact number published on our website.
• By email using privacy@surventrix.net

• Your name
• The name of the organisation you work for
• The address of the organisation you work for
• Your telephone number(s)
• Your email address
• Your Surventrix username
• Any payment details you provide

If you are a sole trader, or working in a partnership, we will also collect copies of invoices issued to you in regard of the services we provide, and maintain a summary of your payment history.

We will also collect copies of any correspondence (including emails) you have with us.

You have, or are opening, an account on the Surventrix platform.

We will process your Personal Data under our legitimate interests, which are:

• Direct marketing
• Operating a property valuation management platform
• Exercise and defence of legal claims
• Assisting government, regulatory or supervisory authorities with investigations or audits
• Supporting due diligence requests submitted by potential investors or purchasers in/of the company

If you are a sole trader, or working in a partnership, we will also process your Personal Data to support our legal obligations due to HMRC. In these cases, if you do not provide the information we need to meet our legal obligations, we may not be able to provide you with an account on the platform.

If you are a consumer, a sole trader or representing a partnership, we will only send you marketing emails if you have given your consent for this.

Should you have registered one or more of your telephone numbers with the Telephone Preference Service (TPS) or the Corporate Telephone Preference Service (CTPS), we will only call you for marketing purposes if you have given your consent for us to do so.

We have collected your Personal Data from you directly, or from one of your colleagues.

We will share your Personal Data with British local and central government bodies and agencies; to the extent required by law.

We will also share your Personal Data with our other suppliers, such as those providing data storage, record-keeping and messaging services. Such suppliers will process your Personal Data solely at our direction, and not for any other purpose.

In the event of your information relating to a legal claim we are exercising or defending, we may also share your Personal Data with other parties to the claim.

If we participate in an investigation or audit instigated by a government, regulatory or supervisory authority, we may share your Personal Data with them, but only if relevant and required.

Should the company be approached by a potential investor or purchaser, we may share some of your Personal Data with them in support of due diligence enquiries.

Your Personal Data will be used for one or more of the following purposes:

• Opening and maintaining a platform account
• Tailoring platform user experience
• Sending platform notifications
• Supporting and operating the platform
• Providing customer service to platform users
• Securing the platform against risks and threats
• Monitoring use of the platform
• Operating a RICS-recommended backup and recovery plan
• Property survey or valuation market research
• Issuing invoices for platform services
• Invoice record-keeping
• Progressing and processing payments for platform services
• Continuous Card Authority (CCA) or other on-going payment arrangements
• Exercise and defence of legal claims
• Assisting government, regulatory or supervisory authorities with investigations or audits
• Supporting due diligence requests submitted by potential investors or purchasers in/of the company

If you are a sole trader, or working in a partnership, we will also use your Personal Data for one or more of the following purposes:

• Maintaining a summary of the payments made to us

We may use your information for direct marketing purposes for up to two years after your account on the platform was last active.

Any payment details you provide are only retained until the corresponding payment has been settled unless you have setup a Continuous Card Authority (CCA) or other on-going payment arrangements for regular payments.

In cases where a CCA, or other on-going payment arrangements exist, any payment details you have provided for these will be retained for the purpose of processing payments while you have an active account on the platform, or ask us to remove them.

When you make a payment to us, we summarise this (excluding the exact payment details) and retain the summary for reporting purposes for up to seven years after the payment was made.

Any of your details that appear on invoices we have issued will be retained for up to seven years after the invoice was paid, for record-keeping purposes.

Where your Personal Data is used to monitor the use of the platform, it is kept for this purpose for up to two years following the collection of the associated monitoring information.

Your information used to open and maintain an account on the platform, send you platform notifications or to support property survey or valuation market research will be retained for these purposes for up to two years after your account was last active.

Information you provide to us will only be used to support due diligence conducted by potential investors or purchasers of the company for up to five years after it was last updated.

Otherwise, your Personal Data will be retained for up to ten years for the following purposes:

• Archiving in support of the RICS-recommended backup and recovery plan we operate to assist clients in meeting RICS best practice.
• The exercise and defence of legal claims
• Assisting government, regulatory or supervisory authorities with investigations or audits

Please let us know by sending a message to privacy@surventrix.net if you wish to:

• Opt-out of our direct marketing
• Withdraw your consent to receive marketing emails, where you have previously granted this.
• Withdraw your consent for marketing by phone, where you have agreed to this in the past.
• Opt-out of your Personal Data being used to support due diligence conducted by potential investors or purchasers of the company (or its assets)

You can contact us at privacy@surventrix.net and:

• Ask us to provide a copy of the Personal Data for you that we hold or process.
• Request that we make a correction to the Personal Data for you that we hold or process.
• Object to our processing of your Personal Data.
• When you have withdrawn your consent for our processing concerning one or more pieces of your Personal Data, request that we erase the relevant items.

If you are unhappy with our processing of your Personal Data; or our handling of a related request you can complain to the ICO at https://ico.org.uk/concerns or contact them by telephone on 0303 123 1113.

You also have the right to take legal action if you are not satisfied with our handling of your Personal Data; or how we deal with a related request.

From time to time, our suppliers may store and process your data outside the European Economic Area (EEA), in the United States.

When this occurs, your Personal Data is safeguarded by our policy of using suppliers who have adopted European Union (EU) Model Clauses; or who hold a current Privacy Shield certification for their US-based operations.

This Privacy Notice is issued by .

Our principal place of business is .

You can contact us:

• By post, using the postal address given above.
• By Telephone, on the contact number published on our website.
• By email using privacy@surventrix.net