Privacy Policy

Information we collect

The information we hold depends on the service you ask us to provide. In the course of an enquiry, application or ongoing advisory relationship we may collect:

Why we collect information

Information is collected and used for clearly defined purposes:

• Assessing finance applications and preparing submissions to lenders
• Providing commercial and strategic advice
• Managing the client relationship and our records
• Delivering the services you have requested
• Communicating with you about your enquiry, application or engagement
• Improving the quality and accuracy of our services
• Maintaining the security and integrity of our systems
• Meeting legal, regulatory and anti-money-laundering obligations

Our lawful basis

We rely on the performance of a contract, or steps taken at your request before entering into one, when progressing an application or engagement. We rely on legitimate interests when managing our client relationships and protecting our systems. We rely on legal obligation where identity verification, record keeping or reporting duties apply. Where we rely on consent — for example, marketing communications — you may withdraw it at any time.

How documents are handled

Documents uploaded through the application portal or the RSL Client Hub are stored in private, access-controlled storage. They are never published, listed publicly or made available through a public link.

• Documents are handled securely and transmitted over encrypted connections
• Access is restricted by role and granted only where necessary
• Information is accessed only by authorised personnel acting on your matter
• Documents are retained only for appropriate periods and then securely removed

Who we share information with

Where you ask us to source or arrange finance, we may share relevant information with lenders, funders, valuers, solicitors and other professional parties involved in your transaction. We also use trusted technology providers to host our systems and deliver email. We do not sell personal information, and we do not share it for third-party marketing.

How long we keep information

We keep information only for as long as it is needed for the purpose it was collected, together with any period required to meet legal, regulatory or record-keeping obligations. Our approach is set out in the Document Retention Policy.

Your data protection rights

Under UK data protection law you may request:

• Access to the personal information we hold about you
• Correction of inaccurate or incomplete information
• Deletion of your information, where applicable
• Restriction of our processing in certain circumstances
• Objection to processing carried out on the basis of legitimate interests
• Portability of information you have provided to us

Exercising your rights

Requests may be made in writing to info@rslwealthmanagement.co.uk. We will respond within one month, and will confirm your identity before releasing information. If you are not satisfied with our response you may complain to the Information Commissioner's Office (ico.org.uk), the UK supervisory authority for data protection.

Changes to this policy

This policy is version v1.0, effective 4 August 2026. We review it periodically and will publish any updates on this page.