Privacy Policy
Privacy Policy & Data Protection Notice
Version: 3.1 Effective 26 March 2026
Our Contact Information: Support@Finvise.com
Data Controller: Imperium Global Ventures Limited (Registration number: 13498329) whose registered office is at 86–90 Paul Street, London, EC2A 4NE (trading as “Finvise”)
ICO Registration: ZB582236
General Guidance
Finvise processes personal data within the meaning of UK GDPR, this privacy policy sets out how personal data is processed by Finvise. We are committed to protecting your privacy and ensuring your personal information is handled in a safe and responsible manner in accordance with the applicable laws and regulations.
Finvise collects, processes, and stores the information and personal data you submit to our website in relation to processing enquiries or through direct communications. All processing activities shall be carried out in accordance with your individual rights as defined in the United Kingdom by the General Data Protection Regulation EU 2016/679 (“UK GDPR”) as supplemented by the Data Protection Act 2018 as well as other laws which relate to privacy and electronic communications.
Who this Policy Applies To
This policy is applicable to the following categories of individuals:
Website Visitors
Finvise Product Users
Finvise Customers and Prospects
Other stakeholders
Mortgage applicants and consumers who make payment in connection with a lender-instructed property valuation (“Mortgage Applicants”)
What information We Collect and Lawful Basis for Collection
Data Type | Purpose of Processing | Basis of processing |
Online Identifiers | Distinguishing unique visitors who visit the website. For further information please refer to our Cookie Policy. | Consent |
Account information (name, email, contact information) | To provide Finvise users with product accounts in order to access the service and provide customer support. To provide information about Finvise | Performance of Contract, Legitimate Interests |
Other Contact information (email, phone numbers)
| Outbound sales and marketing activities | Consent, Legitimate Interests |
Payment transaction data (transaction reference, payment amount, VAT receipt record, and tokenised card data via Stripe) | Processing the mortgage valuation fee; issuing VAT receipts to the mortgage applicant; maintaining financial records required by HMRC and our professional indemnity obligations. | Performance of Contract; Legal Obligation |
Property and mortgage reference information (property address, mortgage application reference number) | Identifying the property subject to the lender’s valuation instruction; liaising with the lender to administer and report on the instruction. | Performance of Contract; Legitimate Interests |
Mortgage applicant identity data (name, email address, where provided directly by the applicant or forwarded by the lender on their behalf) | Sending payment confirmation and VAT receipt; providing cancellation notices and rights information required under the Consumer Contracts Regulations 2013; handling payment-related complaints. | Performance of Contract |
We may also collect details of your visits to our website including, but not limited to, traffic data, location data, weblogs, and other communication data.
Special Category Data and Minors
Finvise does not ordinarily process special category personal data for the purpose of providing this website or the services. Users must be over the age of 18 and Finvise does not process the personal data of minors.
Mortgage applicants making payment through Finvise’s consumer payment portal must confirm, at the point of payment, that they are at least 18 years of age. This is a condition of the payment contract. Finvise does not knowingly collect or process the personal data of minors in connection with the valuation payment service.
Retention of Personal Data
Personal data shall be stored only for the duration of the previously outlined purpose for collection. We never store or process your data for longer than we need to, and we do not use your data for any purpose other than those you have agreed to.
Records relating to payment transactions (including VAT receipts and transaction references) and to lender-instructed valuation instructions are retained for a period of 6 years from the date of the relevant transaction. This retention period reflects: (a) HMRC requirements for the retention of VAT records; (b) the limitation period applicable to contractual claims under the Limitation Act 1980; and (c) our obligations as a RICS-regulated firm. At the end of this retention period, records are securely deleted unless a longer period is required by law or regulatory obligation.
Sharing Personal Data and Third Party Processors
Finvise uses third party processors as part of its product to provide its services. The following category of processors act as Finvise processors:
Hosting and storage solutions
Email providers
CRM platforms
Payment processors such as our payment processor in respect of the consumer valuation fee payment service).
Mortgage Lenders (for borrowers paying Finvise directly, where you pay the valuation fee in connection with a lender-instructed valuation, your lender will receive: (a) confirmation that payment has been received and the instruction accepted; and (b) the completed valuation report. Your lender processes this data as an independent data controller for the purposes of its own mortgage underwriting process. Please refer to your lender’s privacy policy for further information about how they process your personal data.)
Processing by third parties is subject to contractual obligations to keep your personal data confidential and secure. We do not sell or rent your personal data to third parties.
International Transfers of Personal Data
Finvise uses locally hosted storage providers and does not transfer personal data outside the United Kingdom. Finvise may transfer personal outside the UK under compliance with applicable data protection law, ensuring appropriate safeguards are in place.
Such transfers are made under the UK–US Data Bridge (where applicable) or under Standard Contractual Clauses approved for use under UK GDPR.
Your Data Protection Rights
Under UK GDPR, data subjects have default rights of access and control over the processing of personal data. These include:
Right to be informed of Processing
Right of Access
Right to Rectification
Right to Erasure
Right to Restriction of Processing
Right to Data Portability
Right to object to processing
Right to prevent automated decision making
Subject Access Rights Complaints Handling
Where Finvise processes personal data on the basis of consent, you may withdraw your consent at any time however this may prevent us from providing certain services. You may write to us to request an update, removal or return of your personal data at any time. We will respond within the statutory time frame which is typically one month but may need longer if your query is complex. To exercise any of your data protection rights or to raise a complaint you may contact us at support@finvise.com.
If we are not able to resolve your complaint or you otherwise wish to do so, you may also raise a complaint with the Information Commissioner’s Office here: https://ico.org.uk/make-a-complaint/.
Please note that where your personal data has been collected in connection with a payment transaction, the right to erasure (Article 17 UK GDPR) may be restricted where we are required to retain that data to comply with a legal obligation (for example, HMRC VAT record-keeping requirements) or to establish, exercise or defend legal claims. In such cases, we will inform you of the applicable restriction and the expected retention period.
Updates and Changes
Any changes we may make to our Privacy Policy in the future will be posted on this page, and where appropriate, notified to you by email.
Contact Information
You may contact us at the above postal address or may otherwise contact our DPO at: