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Privacy Notice

Legacy Investments is committed to protecting your privacy

Your privacy is important to us, and we are committed to keeping your information secure and managing it in accordance with our legal responsibilities under applicable data protection laws.

 

By accessing, browsing or otherwise using Our Sites you confirm that you have read and agree to this Privacy Notice. If you do not agree with any part of this Privacy Notice, you should not use Our Sites or use our services.

We reserve the right to change the contents of Our Sites, including this Privacy Notice at any time, by posting such changes on Our Sites. It is your responsibility to familiarise yourself with the Privacy Notice regularly to ensure that you are aware of any changes. Your continued use of Our Sites following the posting of any such changes will constitute your acceptance of the revised Privacy Notice. This Privacy Notice was last updated on 19th February 2024. Please contact us using the details below should you require any clarification regarding how we may have processed your data prior to this date.

In this Privacy Notice the terms, 'we', 'us' and 'our' are references to Legacy Investments (North West) Ltd (Legacy Investments), company number 14882812, having a registered address of 3 Northenden Road, Sale, M33 2DH.

This Privacy Notice sets out the basis on which any personal data we collect from you through our website (www.legacyinvestments.uk) (Our Site), or that you provide to us through Our Site or via other methods you may communicate with us, will be processed by us.

Category

Personal Contact Information

Examples

Name, Address, Email

When do we collect

When you engage us to provide estate agency services on your behalf either in branch, at your property, by telephone or by email. When you register an account on our website or use an online form to arrange a viewing, register for property alerts, request a valuation or lettings consultation, book a mortgage appointment or submit an enquiry

Personal Identifiers

Date of Birth, Nationality

Property Information

Address, Property description

When you enter into a residential sales or lettings agreement with us

When you ask us to market a property to sell or let on your behalf

Financial Information

Bank account details

Where we manage a financial transaction for you, set up a standing order, or take payment for the services which we provide to you

Seller verification details

Buyer source of funds

Length of ownership of property

Bank statement

Identity verification details

Identify documentation

Landlord property details

Proof of ownership, mortgage details

Tenant application details

Employment details, Bank details

Tenancy details

Move in and out date, meter readings

Browser data

IP address

Call recordings

Recording of your conversation

Special Category Information

Health information

When you ask us to sell your property

To evidence source of funds when you make an offer to buy a property through us

When we are required by law to carry out anti-money laundering checks or  checks to verify that you have to right to sell the property

When you ask us to provide letting services for your property

When we make an application to rent a property with ourselves and we carry our referencing and credit checks as part of this

As part of any tenancy between a landlord and a tenant

When you visit our website or open a presentation we have sent to you as part of your valuation journey

When you speak to one of our colleagues in the Lettings Hub or Litigations Department

When you volunteer this information to us

When will Special Data and Criminal Disclosures be collected?

We may have collected personal information from you which is of a sensitive nature. Where we have done so we treat this information in accordance with the additional protection it is given under data protection laws.

How do we use the information we collect?

Your information will be used by us in connection with the following purposes:

Data

Estate agency services

Usage

  • Helping you to sell your property, or to find a property to purchase

  • Valuing your property

  • Providing conveyancing services 

  • Recommending a mortgage provider or insurance company 

  • Referring you to a surveyor if you would like a home survey

Data

Letting services

Usage

  • Helping you let your property, or to find a property to rent

  • To carry out tenant referencing and credit checks to assess if you are creditworthy before you move in to a property

  • To protect a tenant’s deposit by registering it with a deposit protection scheme

  • To process the receipt and payment of rent, maintenance and tax

  • To arrange an energy performance certificate or home report inspection for you

  • To arrange an inventory or to prepare a report on the condition of a property

  • To ensure that utilities are in place and that utility companies and local authorities are able to contact you for billing purposes when you move in to a property

  • To arrange and carry out essential maintenance and emergency repairs to a property via an approved contractor

  • To manage ongoing renewals of tenancies

Data

Marketing our services to you

Usage

  • To provide you with general updates in relation to the property market

  • To provide you with information or services believed to be relevant to you, including conveyancing and financial services products

  • To carry out targeted advertising to you on social media websites when you have already shown an interest in our services

Data

Responding to your queries

Usage

  • To help answer any questions which you have asked one of our agents or staff members

  • To provide you with a quote for our services

Data

Improving our services

Usage

  • To analyse cookie and website usage data to improve our website

  • To allow us to customise the content which is presented to you based on your likely interests

  • To keep client records up to date

Data

Legal and Regulatory Obligations

Usage

  • To comply with applicable laws where we are obliged to retain and/or disclose certain information

  • To investigate or address claims or complaints relating to your use of our services

  • For internal and external auditing purposes

  • To carry out anti-money laundering checks

  • To carry out right to rent checks

Data

Other

Usage

  • To take a payment for the services we provide

  • To collect a debt which is owed to us

  • For onward referencing where you are a tenant

  • Retention of copyright in all advertising material (including photographs)

The legal basis upon which we deal with your information 

Wherever we collect or use your personal information, we will make sure we do this for a valid legal reason. This will be for at least one of the following purposes:

  • because it is necessary to fulfil the terms of our contract with you - if you have entered into a contract with us for example to sell a property or provide advisory services for a financial product;

  • because it is necessary to support the legitimate interests of our business in operating Our Sites and providing estate agency services in relation to our franchisees efficiently to meet your needs -  in all such cases, we will look after your information at all times in a way that is proportionate and respects your privacy rights and you have a right to object to processing as explained in the section on Your Rights below;

  • to meet responsibilities we have to our regulators, tax officials, law enforcement, or otherwise meet our legal responsibilities; or

  • where we have obtained a clear consent from you - we will always make it clear when we need your consent and how you can change your permissions at any time thereafter.

If you would like to know more about the legal reasons or legitimate interests that apply to a particular way in which we use personal information you can contact us at any time. If you would like to know more about the legal reasons or legitimate interests that apply to a particular way in which our franchisees use your personal information you should refer to their privacy notice or contact them directly.

What is the source of the information we collect?

The majority of the personal information which we collect will have been voluntarily provided by you, however we may also obtain your personal data from other sources including:

  • third parties including credit reference agencies, law enforcement/regulatory bodies, companies providing commercially available databases, social networks (such as Facebook), introducer companies who have referred you to us for the delivery of services, your employer, your solicitor, trustees or your attorney;

  • online property portals such as Zoopla; and

  • other publicly available sources such as the electoral roll and HM Land Registry.

How long do we retain your information?

The personal information that you provide will be retained by us in accordance with applicable laws . However, we will take reasonable steps to destroy or de-identify personal information we hold if it is no longer needed for the purposes set out above.  We will only hold your personal information on our systems for as long as is necessary for the relevant purpose for which it was collected. 

Who do we disclose your information to?

The information you provide to us will be recorded and stored on our computer systems and accessed by or given to our staff for the purposes set out in this Privacy Notice or for other purposes approved by you. We will also disclose your information to the following third parties when required for the following purposes:

When we are providing you with estate agency services

  • Vendors and Landlords to facilitate viewings and notify of any offers to buy or let their property

  • Approved contractors to install for sale or let boards and to arrange gas or electric safety checks to your home

  • Professional photographers to produce marketing packs for the sale or let of your home

  • General insurance services to allow the insurance company the opportunity to offer you a quotation for home or rent protection insurance when you agree to let your property

  • Mortgage and Protection Services when you agree for us to discuss your mortgage and protection requirements

  • Our panel conveyancing service if you ask us to arrange conveyancing services for you

  • Surveyors if you or your mortgage provider require a homebuyers or structural survey to be carried out

  • Law enforcement bodies and/or other regulatory entities in order to comply with any legal obligation or court order including the police, HMRC and local authorities

  • Auction houses where the property you are buying or selling is being sold by auction

  • Anti-money laundering check provides to help us perform our anti-money laundering checks

  • Debt collection agencies to assist us in collecting any monies which you owe to us where payment is overdue

  • Digital marketing solutions communications to support us in performing marketing campaigns

  • Website hosting companies to manage website hosting and provision of online accounts

  • eSignature services to facilitate electronic signature of documents

  • Professional advisers for the purpose of assisting us to better manage, support or develop our business and comply with our legal and regulatory obligations

  • Third party payment processors to facilitate any payments we collect from you in a secure manner

  • Third parties in the event of a claim or dispute relating to the use of our services 

If we are providing you with letting services

  • Landlord, tenant and guarantors to comply with our legal obligations, to keep all parties fully informed where we manage a property on behalf of a landlord, and to allow you to contact each other directly in circumstances where the landlord is managing the property

  • Utility switch partner where the landlord of a property instructs us to arrange the supply of a property’s gas and/or electricity and for the purposes of notifying council tax, water and energy suppliers at the property and for the purposes of setting up accounts with them when you start a tenancy

  • Deposit protection service for the purpose of providing a tenancy deposit protection scheme

  • Zero deposit scheme partner where you have declared an interest in using a zero deposit guarantee scheme

  • Local authorities to notify exemption from council tax where you are a student living in a property occupied only by full time university or college students

  • Property Redress Scheme where they are providing an alternative dispute resolution service in connection with the letting services which we are providing

  • Propertymark (a professional body responsible for raising professional standards amongst letting agents), where information relating to you is requested by them in order to protect your interests

  • Approved contractors to arrange and carry out essential maintenance and emergency repairs to your property, to carry out inventory checks and report on the condition of your property, to arrange gas or electric safety checks to your home

What marketing activity do we undertake

We use the information you provide us with to keep you informed about products or services which we and our franchisees provide and which we believe you may be interested in. Where we conduct marketing we do so in accordance with applicable laws.

 

Where you contact us through Our Site, or make an enquiry in branch or on the phone to us, we will use the details you have supplied to us to provide you with our general property marketing by email unless you choose to 'opt-out' of these communications.

If you do 'opt-out' then we will not send you information relating to our general property marketing by email. We may however contact you in future by phone where we reasonably believe (on the basis of services that we are providing to you) that there are additional, different services which you may be interested in. This may be, for example to offer you mortgage and protection services when we are assisting you with your search for a property, or to offer you property insurance services at the point at which you have exchanged contracts for the purchase of a house or agreed a tenancy, or to offer you conveyancing services. We rely on legitimate interests as a lawful basis for processing your information to conduct this above marketing and we ensure you always have the right to opt-out of receiving marketing communications from us. If you wish to never receive any form of marketing communication from us you can let us know by contacting us (using the details provided below).  

How do we keep your information secure?

We employ security measures which aim to protect the information provided by you from access by unauthorised persons and against unlawful processing, accidental loss, destruction or damage. We also expect you to take reasonable steps to safeguard your own privacy when transferring information to us, such as not sending confidential information over unprotected email, ensuring email attachments are password protected or encrypted and only using secure methods of postage when original documentation is sent to us. Third parties service providers who process your personal data on our behalf may be located in the UK or elsewhere in the world where different privacy laws may apply which may not offer the same level of protection as UK law. We only make these arrangements or transfers where we are satisfied that adequate levels of protection are in place to protect any information held in that country and that the service provider acts at all times in compliance with applicable privacy laws.

How do we use Cookies?

Our Site use cookies (including cookies to obtain an overall view of visitor habits and visitor volumes to Our Site). We will receive anonymous statistical information about our marketing. You will not be identifiable from this.

What are your rights?

Subject to certain exemptions, and in some cases dependent upon the processing activity we are undertaking, you have certain rights in relation to your personal information.

Right to access personal information

You have a right to request that we provide you with a copy of your personal information that we hold and you have the right to be informed of; (a) the source of your personal information; (b) the purposes, legal basis and methods of processing; (c) the data controller’s identity; and (d) the entities or categories of entities to whom your personal information may be transferred.

Right to rectify or erase personal information

You have a right to request that we rectify inaccurate personal information. We may seek to verify the accuracy of the personal information before rectifying it.  You can also request that we erase your personal information in the following limited circumstances:

  • where it is no longer needed for the purposes for which it was collected; or

  • where you have withdrawn your consent (where the data processing was based on consent); or

  • following a successful right to object; or

  • where it has been processed unlawfully; or

  • to comply with a legal obligation to which we are subject.

We are not required to comply with your request to erase personal information if the processing of your personal information is necessary for compliance with a legal obligation or for the establishment, exercise or defence of legal claims.

Right to restrict the processing of your personal information

You can ask us to restrict the processing of your personal information, but only where:​

  • its accuracy is contested, to allow us to verify its accuracy; or

  • the processing is unlawful, but you do not want it erased; or

  • it is no longer needed for the purposes for which it was collected, but you still need it to establish, exercise or defend legal claims; or

  • you have exercised the right to object, and verification of overriding grounds is pending.

We can continue to use your personal information following a request for restriction:

  • where we have your consent; or

  • to establish, exercise or defend legal claims; or

  • to protect the rights of another natural or legal person.

 

Right to transfer your personal information

You can ask us to provide your personal information to you in a structured, commonly used, machine readable format, or you can ask to have it transferred directly to another data controller, but in each case only where the processing is based on your consent or on the performance of a contract with you and the processing is carried out by automated means.

Right to object to the processing of your personal information

You can object to any processing of your personal information which has our legitimate interests as its legal basis, if you believe your fundamental rights and freedoms outweigh our legitimate interests. If you raise an objection, we have an opportunity to demonstrate that we have compelling legitimate interests which override your rights and freedoms.

Right to object to how we use your personal information for direct marketing purposes

You can request that we change the manner in which we contact you for marketing purposes. You can request that we do not transfer your personal information to unaffiliated third parties for the purposes of direct marketing or any other purposes. 

Right to obtain a copy of personal information safeguards used for transfers outside your jurisdication

You can ask to obtain a copy of, or reference to, the safeguards under which your personal information is transferred outside of the UK. We may redact data transfer agreements to protect commercial terms.

Right to lodge a complaint with your local supervisory authority

You have a right to lodge a complaint with your local supervisory authority if you have concerns about how we are processing your personal information. We ask that you please attempt to resolve any issues with us first, although you have a right to contact your supervisory authority at any time. If you wish to access any of the above rights, we may ask you for additional information to confirm your identity and for security purposes before disclosing personal information to you. We reserve the right to charge a fee where permitted by law, for instance if your request is manifestly unfounded or excessive. You can exercise your rights by contacting us using the details in the Contact section of this Privacy Notice. Subject to legal and other permissible considerations, we will make every reasonable effort to honour your request promptly or inform you if we require further information in order to fulfil your request.  We may not always be able to fully address your request, for example if it would impact the duty of confidentiality we owe to others, or if we are legally entitled to deal with the request in a different way.

How to contact us

If you have questions or comments about our Privacy Notice or if you wish to exercise your rights mentioned above, please contact our Data Protection Officer by:

Email: info@legacyinvestments.uk

Post: Data Protection Officer, 3 Northenden Road, Sale, M33 2DH

Telephone: 07584 953684

If you have any concerns or complaints as to how we have handled your personal data you may lodge a complaint with the UK's data protection regulator, the ICO, who can be contacted through their website at https://ico.org.uk/global/contact-us/ or by writing to Information Commissioner's Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF.

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©2024 by Legacy Investments

Legacy Investments is a trading name of Legacy Investments (North West) Ltd whose registered number is 14882812 and the registered office is at 3 Northenden Road, Sale, Manchester, M33 2DH.  The guidance contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

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