Discretion is central to a private-client relationship. We collect only the information reasonably needed to assess enquiries, establish mandates and coordinate agreed services.
Who is responsible for your information
Primehold Concierge is responsible for personal information handled through this website and during initial enquiries. Where a formal engagement identifies a particular contracting entity, the engagement documents will provide the relevant legal and contact details.
Privacy enquiries may be sent to Sam@primeholdconcierge.com, raised by telephone on +44 7735 086002 or +44 759 0749443, or raised through WhatsApp on +44 (0) 759 0749 443.
Information we may collect
The information collected depends on how you interact with us and whether an engagement proceeds.
- Identity and contact details, including your name, email address and telephone or WhatsApp number.
- Investor profile, strategy interests, indicative capital range, preferred timeframe and investment objectives.
- Information contained in correspondence, consultation notes, mandates, approvals and project communications.
- Commercial, ownership, funding or professional-adviser information you choose to provide during an engagement.
- Technical information such as IP address, browser type and server logs where this website is hosted online.
- Payment, invoicing and transaction records if you enter a paid engagement. Payment card information is not collected through this website.
Please avoid sending passwords, bank security details or unnecessary sensitive personal information through the website form or WhatsApp.
How and why we use information
Responding to enquiries
We use contact and mandate information to assess your enquiry, arrange consultations and take steps you request before entering a contract.
Providing and administering services
Where you become a client, information is used to establish the mandate, coordinate appointed parties, document decisions, provide reporting, administer fees and perform the engagement.
Operating and protecting the business
Information may be processed for legitimate interests such as maintaining records, improving service quality, securing communications, managing disputes and protecting legal rights, provided those interests are not overridden by your rights.
Legal and regulatory requirements
We may process information where necessary to comply with law, tax requirements, court orders, fraud prevention or requests from competent authorities.
Marketing
We do not use an enquiry as blanket permission for unrelated marketing. Where consent is required, we will ask for it separately. You may object to or unsubscribe from direct marketing at any time.
When information may be shared
Information is not sold. It may be shared only where reasonably necessary with:
- Professional advisers and project parties such as solicitors, accountants, brokers, lenders, valuers, surveyors, architects, planning consultants, contractors and agents.
- Technology, hosting, email, document-management, accounting or administration providers acting under appropriate obligations.
- Regulators, courts, law-enforcement bodies, tax authorities or other parties where disclosure is required or permitted by law.
- A prospective buyer, investor or successor in connection with a genuine business reorganisation, subject to appropriate confidentiality controls.
Before information is transmitted to a third party for a particular mandate, we aim to keep the disclosure proportionate to that party's role.
International transfers
Some communication or technology providers may process information outside the United Kingdom. Where required, appropriate safeguards will be used, such as an adequacy regulation or approved contractual protections.
How long information is retained
We retain information only for as long as reasonably necessary for the purpose collected, including legal, accounting and dispute-management needs.
- Enquiries that do not proceed may normally be retained for up to 24 months so that we can respond to follow-up discussions and maintain appropriate records.
- Client, engagement and transaction records may normally be retained for up to six years after the relationship or relevant transaction ends.
- Information may be retained longer where required by law, a professional adviser, an insurer or an actual or anticipated legal claim.
Retention periods are reviewed according to the nature, sensitivity and purpose of the information.
Security and confidentiality
Reasonable organisational and technical measures are used to protect information against unauthorised access, loss, misuse or disclosure. No internet, email or messaging service can be guaranteed completely secure, so confidential documents should be transmitted only through an agreed channel.
Your data protection rights
Depending on the circumstances, UK data protection law may give you rights to:
- request access to personal information held about you;
- ask for inaccurate or incomplete information to be corrected;
- request deletion or restriction of processing;
- object to processing based on legitimate interests or to direct marketing;
- receive certain information in a portable format;
- withdraw consent where processing relies on consent; and
- raise a concern with the Information Commissioner's Office.
Rights are not absolute and may be limited by legal exemptions. We may need to verify your identity before responding.
Cookies, website data and external services
This version of the website does not intentionally set analytics, advertising or other non-essential cookies. A hosting provider may process basic request logs for security and service operation.
The enquiry form submits information through the website to Netlify, our hosting and form-processing provider. Submissions may be stored in the secure website administration area and sent to an authorised Primehold email address so that we can assess and respond to your enquiry.
Links to WhatsApp and other external services are governed by those providers' privacy terms. We recommend reviewing them before transmitting confidential information.
Contact, complaints and changes
Questions, rights requests or privacy concerns should be emailed to Sam@primeholdconcierge.com or raised by telephone on +44 7735 086002 or +44 759 0749443.
You also have the right to complain to the Information Commissioner's Office, the UK supervisory authority for data protection. We would appreciate the opportunity to address your concern first.
This notice may be updated to reflect changes in services, law or technology. The date at the top identifies the current version.
Send only the information needed for an initial conversation. Secure document-sharing arrangements can be agreed if your enquiry progresses.