Last updated: 30 September 2025

ConveyRefer is a trading name of Complete Conveyancing Services Limited, a company registered in England and Wales under company number 006598812, with its registered office located in the United Kingdom ("we", "us", or "our").

We are committed to protecting your personal data and complying with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018. This Privacy Policy explains how we collect, use, and store your information when you use our website or services.

1. Who we are

Complete Conveyancing Services Limited operates ConveyRefer, a platform that enables mortgage brokers, financial advisers, and other intermediaries to refer clients to conveyancing professionals across the UK.

We act as a data controller for the personal data you provide through this website.

2. What information we collect

We may collect and process the following types of personal data:

a) When you contact us or sign up via our forms:

• Full name
• Email address
• Phone number
• Company name
• Job title / role
• Business type
• Client referral volumes
• Any other information you provide voluntarily (e.g. message field)

b) From your use of our website:

• IP address
• Browser type and version
• Device type
• Pages visited and interaction data (via cookies and analytics tools)

3. How we use your information

We process your personal data for the following purposes:

• To respond to your enquiries and contact you about our services
• To onboard you as a broker/intermediary user of ConveyRefer
• To facilitate referrals between you and conveyancing partners
• To send service updates or legal/contractual information
• To improve our website, user experience and product offering
• For legal and regulatory compliance

We will only use your personal data when we have a lawful basis to do so, such as:

• Your consent
• To fulfil a contract or take steps prior to entering a contract
• To comply with legal obligations
• For our legitimate business interests, such as marketing to professional users (unless overridden by your interests or rights)

4. Marketing and communications

We may contact you with occasional product updates, news, or promotions relevant to your business. You can opt out at any time by clicking the unsubscribe link or contacting us directly.

We do not sell or rent your personal data to third parties.

5. Sharing your data

We may share your data with:

• Our vetted conveyancing partners (for the purpose of facilitating a referral you have initiated)
• Technology providers that help us deliver the website and platform (e.g. CRM systems, analytics, web hosting)
• Legal or regulatory bodies if required by law

All third-party providers are subject to strict data protection obligations.

6. Data storage and retention

Your personal data is stored securely on servers within the UK or EEA. We retain data only for as long as necessary to fulfil the purposes outlined in this policy, or to comply with legal obligations.

For example:

• Enquiries or referrals: typically retained for up to 6 years for compliance and audit purposes
• Marketing contacts: until you unsubscribe or request deletion

7. Your rights under UK GDPR

You have the right to:

• Access the personal data we hold about you
• Request correction of inaccurate data
• Request deletion of your data (“right to be forgotten”)
• Object to processing or withdraw consent at any time
• Request data portability in some circumstances
• Lodge a complaint with the Information Commissioner's Office (ICO): https://ico.org.uk/

To exercise any of your rights, please contact us at:
📧 info@conveyrefer.co.uk

8. Cookies and tracking

We use cookies and similar technologies to analyse website usage and improve our services. You can manage cookie preferences via your browser or our cookie consent banner.

For more details, please see our Cookie Policy.

9. Third-party links

Our site may contain links to third-party websites or services. We are not responsible for their privacy practices. Please read their privacy notices separately.

10. Changes to this policy

We may update this Privacy Policy from time to time. The latest version will always be available on this page with a revised “last updated” date.

11. Contact us

If you have any questions about this policy or how we handle your data, please contact:

Data Protection Officer
Complete Conveyancing Services Limited
📧 info@conveyrefer.co.uk

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