PRIVACY POLICY

Summary

We respect your privacy and keep your personal data secure. This notice explains what we collect, how we use it, the legal bases we rely on and the choices you have. You can ask for a copy of your information, request corrections or ask us to delete or restrict use in certain circumstances.

New clients

What we collect

Contact details and information to confirm your identity. Your communications with us. Any permissions and preferences you share with us.

How we collect it

Through our website, meetings, email, letters and phone. We may also receive referrals from existing clients.

How we use it and legal bases

To provide our products and services, to carry out marketing you have agreed to receive, to comply with legal or regulatory duties, and where we have a legitimate interest that does not override your rights. If we rely on consent you can withdraw it at any time.

Who we share it with

Members of our group for the purposes in this policy. Selected third parties who help us operate and improve our services, our KYC and compliance providers, and parties we must share data with to meet legal or regulatory obligations. We do not sell your data.

Existing clients

What we collect

Contact and identity details, KYC documents, anti money laundering checks, technical information about how you use our website, and your communication preferences.

How we collect it

From you directly through our channels and from third parties such as identification and credit reference agencies, financial advisers and introducers.

How we use it and legal bases

To manage our relationship and deliver our services. To understand how clients use our site and services so we can improve them. To test and develop products, manage suppliers, detect and prevent financial crime and meet governance and reporting standards. Our bases are providing our services, complying with legal and regulatory obligations, our legitimate interests and, where relevant, your consent.

Who we share it with

Regulators and authorities, the Financial Services Compensation Scheme, HM Revenue and Customs, credit reference and fraud prevention agencies, IT and hosted service providers, auditors, banks and funding partners. Third parties act under our instructions with controls to protect your information. We do not sell your data.

Marketing

We may contact you about products and services that could be relevant to you. We do this with your consent or where we have a legitimate interest. You can opt out at any time by emailing info@grefinance.com or calling +44 20 3883 6808.

How long we keep your data

We keep personal information only as long as reasonably necessary for the purposes in this notice and to meet legal and regulatory requirements.

Security and storage

We use technical and organisational measures to protect information. Access is limited to authorised people who need it to perform their roles. If we give you login details for any service, keep them secure and do not share them.

International transfers

If we transfer information outside the European Economic Area, we will ensure appropriate safeguards are in place, such as contracts that include Standard Contractual Clauses. When you visit our website, limited analytics data may be processed by providers outside the EEA.

Your rights

You have rights to access, rectify and erase your data, to restrict or object to processing, and to data portability. We will respond within one month once we have the information needed to process your request.

Consent and preferences

You can withdraw consent at any time. To manage marketing preferences, email info@grefinance.com or call +44 20 3883 6808.

How to contact us

For privacy questions or requests please email info@grefinance.com.

Complaints

You can complain to us at info@grefinance.com. You also have the right to complain to the Information Commissioner’s Office at ico.org.uk.

Changes to this notice

We will post updates on this page and, where appropriate, notify you by email.

Tel: +44 20 3883 6808 · info@grefinance.com