The Successful Investor is committed to providing you with the best possible customer service experience.
Collection of your personal information
The Successful Investor collects your personal information in order to connect you with senior property advisors who each hold a real estate licence.
What information do we collect from you and how is the information collected?
We collect the information that you provide us through consultations, enquiries provided over the telephone and via email communications, together with information undertaken from property forums, forum posts, blog posts, electronic / hard copy books and resources, newsletters and videos; the outcomes you may have with staff during your consultations and property presentations; your special requests or requirements, records of grievances, complaints or appeals.
What is the purpose for collecting this information?
We collect information that is necessary to ensure that we provide you with appropriate pre-sales information and to ensure we deliver to you the services promised in our information packs, marketing material and website.
What cookies are used within the site?
- To determine if you have previously visited our Site
- To identify areas of our Site you have accessed
- To enable us to tailor the facilities and offerings made available to you when you visit our site
- For administrative and security purposes
The cookies installed on your computer will not contain personal information about you, other than that outlined above. Your personal data will be stored in a secure environment at The Successful Investor Site. It is recommended that you turn off any cookie warnings in your browser before using this Site, otherwise you may not be able to use the full functionality of this Site.
How your information may be used?
Personal information may be used and disclosed within the company to administer our products and services, as well as for prudential risk management purposes. We may also use this information, unless you tell us otherwise, to provide you with related marketing information.
Please note that we need the personal information we keep about you to be accurate. It is especially important that you notify us of any changes to your circumstances, such as change of contact details.
Sharing of your personal information
We will only disclose personal information to third party entities carrying out functions on behalf of, or in partnership (including under licence) with, The Successful Investor on a confidential basis.
Use of your personal information
For each visitor to reach the Site, we expressively collect the following non-personally identifiable information, including but not limited to browser type, version and language, operating system, pages viewed while browsing the Site, page access times and referring website address. This collected information is used solely internally for the purpose of gauging visitor traffic, trends and delivering personalised content to you while you are at this Site. From time to time, we may use customer information for new, unanticipated uses not previously disclosed in our privacy notice. If our information practices change at some time in the future we will use for these new purposes only, data collected from the time of the policy change forward will adhere to our updated practices.
The security of information you provide
We take all reasonable steps to protect the personal information we hold about you from misuse or loss or from unauthorised access, modification or disclosure. It is stored in electronic form in our database and can only be accessed by authorised staff. These staff members are issued with their own Login Identifier they must use to gain access to our systems.
Accessing Your Personal Information
You have a right to access your personal information, subject to exceptions allowed by law. If you would like to do so, please let us know. You may be required to put your request in writing for security reasons. The Successful Investor reserves the right to charge a fee for searching for, and providing access to, your information on a per request basis.