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Privacy Policy

A legal disclaimer

Privacy Policy

Effective Date: 1st May 2025
Last Updated: 1st May 2025

We are committed to protecting your privacy and complying with data protection laws, including the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018. As a regulated RICS firm, we also adhere to the ethical and professional standards set out by the Royal Institution of Chartered Surveyors (RICS).

This Privacy Policy explains how we collect, use, store, and protect your personal information when you use our services or visit our website at [insert website URL].

1. Who We Are

In'site property surveys ltd
Suite 10, Lythgoe House, Manchester Road, Bolton Greater Manchester BL3 2NZ
07751231477
paul@insitepropertysurveys.co.uk
RICS Firm Registration No: 903781

We are a residential surveying firm offering professional services in accordance with the standards of RICS.

2. Information We Collect

We may collect and process the following categories of personal data:

Personal and Contact Information:

  • Full name

  • Email address

  • Telephone number

  • Postal address

Property and Survey Data:

  • Property address

  • Property-related documentation (e.g., title deeds, planning permissions)

  • Survey instructions and client requirements

Financial Information:

  • Payment details (via secure third-party payment providers)

Website and Technical Data:

  • IP address

  • Browser type and version

  • Site usage and cookies data (see Cookie Policy)

3. How We Use Your Information

We process personal data for the following purposes:

  • To provide residential surveying services

  • To respond to enquiries or requests

  • To prepare quotes and deliver reports

  • For compliance with RICS regulations and professional standards

  • To maintain records for legal, tax, and regulatory obligations

  • To improve our website and client experience

4. Lawful Basis for Processing

We rely on the following lawful bases under UK GDPR:

  • Contract: Processing is necessary to fulfil a contract or provide a quote

  • Legal obligation: Complying with legal or regulatory requirements (e.g. RICS, HMRC)

  • Legitimate interests: For business development and operational efficiency

  • Consent: For marketing communications (you may withdraw consent at any time)

5. Sharing Your Data

We may share your personal data with:

  • Professional advisers such as solicitors, accountants, and insurers

  • Third-party service providers (e.g. IT support, payment processors)

  • Regulatory bodies, such as RICS, in the event of audits or investigations

  • Legal authorities if required under law

We ensure all third parties respect the security of your data and comply with data protection laws.

6. Data Security

We have implemented appropriate physical, technical, and organisational safeguards to protect your data against accidental loss, unauthorised access, or misuse.

7. Data Retention

We will retain your data for as long as necessary to:

  • Fulfil the purpose it was collected for

  • Comply with legal, tax, accounting, or regulatory requirements

  • Defend against potential legal claims

Typically, we retain survey records for at least 6 years, in line with RICS guidance.

8. Your Rights

You have the following rights under data protection law:

  • Access to your personal data

  • Rectification of inaccurate or incomplete data

  • Erasure of data (“right to be forgotten”)

  • Restriction of processing

  • Data portability

  • Objection to processing

  • Withdrawal of consent (for marketing)

To exercise these rights, please contact us using the details above.

If you are dissatisfied with our handling of your data, you have the right to complain to the Information Commissioner’s Office (ICO):
https://ico.org.uk

9. Cookies

Our website uses cookies to collect usage data and improve the user experience. Please see our [Cookie Policy] for more details.

10. Third-Party Links

Our website may contain links to external sites not operated by us. We are not responsible for the privacy practices of such third parties.

11. Changes to This Policy

We may update this Privacy Policy from time to time to reflect legal or regulatory changes, or to improve clarity. Updates will be posted on this page with a new “Effective Date.”

12. Contact Us

If you have any questions or concerns about this Privacy Policy or our data handling practices, please contact:
In'site property surveys ltd
paul@insitepropertysurveys.co.uk 
07751231477

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