Privacy Policy and How We Protect Your Data

ProACT Partnership Privacy Policy

Last Updated: August 2026

ProACT Partnership ("we," "us," or "our") is dedicated to protecting the privacy, confidentiality, and security of your personal data. For over 20 years, we have provided specialist expatriate advice—including tax planning, EU/Brexit guidance, property investment, and general relocation services—for individuals and businesses living and working abroad.

This Privacy Policy outlines how we collect, use, store, share, and safeguard your personal information when you visit our website, subscribe to our communications, or engage our advisory services.

1. Data Controller Information

ProACT Partnership acts as the Data Controller responsible for your personal data.

Entity Name: ProACT Partnership

Website:www.proactpartnership.com
Terms of Business:www.proactpartnership.com/terms-of-business

2. Personal Information We Collect

We may collect, process, and retain the following categories of personal data:

Identity & Contact Data: Full name, title, residential address, country of residence, nationality, email address, and phone numbers.

Expat & Advisory Profile Data: Information regarding your international relocation status, tax jurisdiction, property investment interests, business structures, and specific advisory requirements.
Communication & Interaction Logs: Records of phone calls, live chat logs, messaging threads, email correspondence, and consultation notes.
Technical & Usage Data: IP address, browser type and version, time zone setting, browser plug-in types, operating system, and data about how you interact with our website and emails.
Marketing & Preferences Data: Your preferences regarding newsletter frequency, specialist content topics (e.g., EU Brexit, Tax Saving Experts, Overseas Property, "Sam Says"), and communication settings.

3. How We Collect Your Data

We gather information through several channels:

Direct Interactions: When you fill out forms on our website, subscribe to our newsletters, book a consultation, request advice, or contact us via phone or messaging.

Automated Communications & Infrastructure: When you call or message our team, your communications are processed through our integrated systems.
Automated Site Tracking: As you browse our website, we automatically collect technical data via cookies, server logs, and web analytics tools.

4. How We Use Your Personal Data & Legal Bases

We process your data strictly in accordance with applicable data protection laws (including the UK GDPR and EU GDPR). Our primary processing activities and legal bases include:

  
        Purpose / Activity
        Type of Data
        Legal Basis for Processing
      
        Providing expat advisory services and fulfilling client agreements
        Identity, Contact, Advisory Profile
        Performance of a Contract
      
        Managing client inquiries via phone, live chat, WhatsApp, or email
        Identity, Contact, Communication Logs
        Legitimate Interests (efficient customer management)
      
        Sending requested newsletters, tax updates, and market insights
        Identity, Contact, Marketing Preferences
        Consent (opt-in)
      
        System optimization, fraud prevention, and network security
        Technical, Usage Data
        Legitimate Interests / Legal Obligation
      
        Fulfilling accounting, legal, and regulatory retention mandates
        Identity, Financial, Transaction Data
        Legal Obligation

5. Third-Party Service Providers & Cloud Software

We rely on trusted third-party cloud service providers ("Data Processors") to support our operations, maintain secure records, and communicate efficiently. These providers process your data strictly under our instructions and under contractual obligations of confidentiality and security:

Monday.com (Customer Relationship & Workflow Management): Securely stores client profiles, inquiry status, project files, and advisory workflows to ensure efficient service delivery across our team.

Aircall (Cloud Telephony System): Handles inbound and outbound phone calls, schedules consultations, and stores call duration and metadata for operational quality.

Superchat (Unified Messaging Platform): Consolidates client communications across website live chat, WhatsApp, and SMS, allowing us to maintain clear records of your inquiries.

Email & Infrastructure Hosting: Trusted email deliverability platforms to transmit requested newsletters and administrative updates securely.

We do not sell, rent, trade, or expose your personal data to third parties for independent marketing purposes.

6. International Data Transfers

As an international expatriate practice operating across the UK, Europe, and global jurisdictions, your data may be accessed or stored outside the European Economic Area (EEA) or the United Kingdom.

When transferring data internationally or utilizing global cloud tools (such as Monday.com, Aircall, or Superchat), we implement appropriate legal safeguards, including standard contractual clauses approved by the European Commission or UK Information Commissioner's Office, to ensure your privacy rights remain protected.

7. Data Retention & Suppression Lists

We retain your personal data only for as long as necessary to fulfill the original purposes of collection, including satisfying legal, accounting, tax, or regulatory reporting duties.

Client Records: Retained in accordance with standard financial and legal compliance rules following the conclusion of our advisory services.

Marketing & Newsletter Subscribers: Retained until you withdraw consent or request deletion.
Unsubscribe Policy & Suppression List: If you unsubscribe from a mailing list, your contact details are placed on an automated suppression list to guarantee that you are never added back or contacted without your explicit request.

8. Managing Your Communication Preferences

You maintain total control over how often and through what channels you hear from us:

Unsubscribe: Every email we send includes an explicit, single-click unsubscribe link at the footer.

9. Your Legal Rights

Under UK and EU data protection laws, you possess the following rights regarding your personal data:

Right of Access: Request a copy of the personal data we hold about you.

Right to Rectification: Request correction of any inaccurate or incomplete information.
Right to Erasure ("Right to be Forgotten"): Request deletion of your personal data where there is no legal requirement for us to continue processing it.
Right to Object / Restrict: Object to or restrict processing based on legitimate interests or direct marketing.
Right to Data Portability: Request a transfer of your personal data to another service provider in a structured format.
Right to Withdraw Consent: Withdraw your consent to marketing communications at any time.

To exercise any of these rights, please contact us or submit a request via our registered portal.

10. Cookies & Web Tracking

Our website utilises cookies and similar tracking technologies to improve user experience, analyse website traffic, and deliver personalised content. You can manage or disable cookie preferences directly through your web browser settings. Disabling essential cookies may impair certain features of our site.

11. Terms of Business & External Links

This Privacy Policy forms part of our broader client agreement framework. For complete details regarding our professional relationship and operational scope, please consult our Terms of Business at www.proactpartnership.com/terms-of-business.

Our website may contain links to third-party sites. We are not responsible for the privacy policies or content of external web platforms.

12. Contact Us & Regulatory Inquiries

If you have questions about this Privacy Policy, your personal data, or wish to exercise your legal rights, please contact our administrative team:

Web Portal: www.proactpartnership.com/contact-us

Terms & Legal Notice:www.proactpartnership.com/terms-of-business

You also have the right to submit a complaint at any time to your relevant data protection supervisory authority (such as the Information Commissioner’s Office in the UK or local EU privacy authorities). However, we welcome the opportunity to address any concerns directly before you approach a regulatory body.