Privacy Policy

At ClientTree Group Ltd, we respect your right to privacy and are committed to protecting your personal data.

This policy sets out who we are, what types of information we collect and how we process data during our interaction with you and afterwards.

This policy relates to individuals who work for us, seek to work for/with us, use our website, contact us or who enter into an agreement with us, for example, to use our platform.

Please read the terms below and note that the details may be subject to change in the future.

Collecting information

We may obtain information about you during our interaction by phone, email, postal correspondence, online or face-to-face interaction.

We may also collect information from publicly available sources, such as company registers, press, social media and other online mediums.

Our systems may collect information about your interaction with our website and systems.

We may receive information from 3rd parties, for example, credit referencing agencies, fraud prevention agencies and other organisations.

Types of information

We may collect and process various types of personal information about you, including, but not limited to:

  • Basic personal information – e.g. title, name, contact details, address, date of birth
  • Additional due diligence-related information – e.g. visual images, ID, financial details and credit history, family details, gender, lifestyle and social circumstances
  • Employment details – e.g. employer details, job title, professional registration details
  • Information about your use of technology and devices – e.g. use of our products and services
  • Contact and marketing preferences

The personal information you provide or we collect about you is necessary to provide our services to you and without the information, we may not be able to fulfil our obligations (e.g. paying you) or provide our services or comply with our legal or regulatory obligations (e.g. ensuring health and safety of our colleagues).

For the above reasons, should there be a change to your personal details in the future, for example, a change of name, contact details, etc.), we ask you to notify us as soon as possible.

Purposes of information use

We may use your personal information:

  • As appropriate to fulfil our responsibilities and duties in relation to a business, commercial or employment agreement;
  • For internal record keeping and/or administration of our professional relationship;
  • To follow up with you as part of our business, commercial or employment discussion;
  • To provide you with business-to-business marketing and product information about services and products which may be of interest to you;
  • To tell you about any changes that may affect you, including but not limited to bug fixes, software updates, new releases;
  • To comply with any applicable legal and regulatory requirements;
  • For purposes of prevention, detection and investigation of crime;
  • For market research and statistical analysis in relation to our existing products and services and their potential improvement;
  • To understand our user demographics and use of our systems;
  • For any other purpose that we agree with you from time to time.

Please note that we may use your personal information without your knowledge or consent if this is required or permitted by law.

Legitimate interests

In the context of our business, we have identified the following legitimate interests for processing your personal information:

  • Providing business-to-business marketing and product information about services and products which may be of interest to you;
  • Carrying out market research and product development;
  • Developing, testing and managing marketing activities, branding, products and services;
  • Understanding the professional use of our products and services.

Please email us if you prefer not to be contacted for any of the purposes listed above.

Sharing information

We may share your information with

  • Other companies within ClientTree Group Ltd, third-party suppliers, contractors and service providers in relation to the purposes listed above. Any third party will only have access to specific information to enable them to carry out their work and will not be permitted to share your information further or use it in any other way or for any other purpose;
  • Organisations as required by law or regulation, including government agencies (e.g. HMRC), regulators, law enforcement or fraud prevention agencies. For this purpose;
  • Credit referencing agencies, which we will disclose to you in advance;
  • Third parties, as appropriate, in relation to employment-related matters, legal disputes or other situations where applying, clarifying or enforcing terms of our agreement with you may be necessary;
  • Other parties in case we sell or buy any business or assets, where data sharing is necessary.

Although our operation and data servers are currently based within the UK and EU, data transfer may happen outside of the EU, but only when we are satisfied that appropriate measures are in place to protect your personal data in line with this privacy policy.

We may also have links on our website or in our softwares that take you to another site not operated by us. As we have no control over those third-party websites and assume no responsibility for their content, we recommend that you review their privacy policy as well.

Please be aware that information sharing over the internet is not entirely secure and although we do our best to protect your information, we cannot guarantee its absolute security. As a result, in case of a security breach, we cannot accept liability for the direct or indirect loss, theft or misuse of any information we hold about you.

Your rights

Based on the currently applicable data protection laws, you have the following rights:

  • the right to be informed about the collection and the use of their personal data
  • the right to access personal data and supplementary information
  • the right to have inaccurate personal data rectified, or completed if it is incomplete
  • the right to erasure (to be forgotten) in certain circumstances
    • we no longer need it for the purpose we collected it for
    • you withdraw your consent where your consent was needed to use your information
    • you feel that we are using your data unlawfully
    • we may still retain your data despite your request, if we are required to do so for legal or regulatory reasons or purposes.
  • the right to restrict processing in certain circumstances
    • you have contested its accuracy
    • you have objected to the processing and we are considering whether we have a legitimate ground that overrides this
    • you feel that the processing is unlawful
    • we no longer need the data but you require it to establish, exercise or defend a legal claim
  • the right to data portability, which allows you (the data subject) to obtain and reuse your personal data for your own purposes across different services. This right only applies
    • to personal data that you have personally provided to us
    • where the processing is based on consent or the performance of a contract
    • where processing is carried out by automated means (i.e. excluding paper files)
  • the right to object to processing in certain circumstances
  • rights in relation to automated decision-making and profiling
  • the right to withdraw consent at any time (where relevant)
  • the right to complain to the Information Commissioner

Contact and complaints

In case of any questions or if you’d like to exercise any of your rights, please contact us by email ( or by phone (020 7070 2705).

If you are not happy with the way we dealt with your request in relation to your personal information, you can also contact the Information Commissioner’s Office:

The Information Commissioner can be contacted at:

  • Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF
  • Tel: 08456 30 60 60 or 01625 54 57 45
  • Website: