Privacy Policy

Last Updated: 10 May 2025

1. Who We Are

Orchard Vale Ltd is a UK-based investment introducer. We connect qualified investors with carefully selected alternative investment opportunities.
We do not provide financial advice or manage client funds.

Registered Office:
Office 9, Dalton House, 60 Windsor Avenue, London, United Kingdom, SW19 2RR
Company Number: 11865102
Email: info@orchardvale.co.uk

2. What Information We Collect

We may collect and process the following personal data:

Identity Data: Name, title, date of birth
Contact Data: Email address, phone number, postal address
Professional Information: Occupation, investment status (e.g., self-certification as a High Net Worth or Sophisticated Investor)
Technical Data: IP address, browser type, operating system (when using our website)
Communication Data: Emails, messages, notes from calls or meetings

We collect this data when you:

Contact us via our website, phone, or email
Complete forms on our website
Sign a declaration or request information about an opportunity
Interact with us on social media or marketing campaigns

3. How We Use Your Information

We process your personal data for the following purposes:

To assess your eligibility to receive investment introductions
To communicate with you about our services and relevant opportunities
To maintain compliance with applicable laws and regulatory requirements
To manage our relationship with you, including responding to enquiries
To improve our website and user experience

We do not sell or share your personal data with third-party marketing firms.

4. Lawful Basis for Processing

We rely on the following lawful bases to process your personal data:

Consent – when you voluntarily submit information via our website or contact us directly
Legitimate Interests – to operate our business and communicate with clients and prospective investors
Legal Obligation – to comply with applicable legal or regulatory requirements

5. Data Sharing

We may share your personal data with:

Trusted third-party service providers (e.g., secure cloud storage, CRM systems)
Investment providers, only when you request information or consent to an introduction
Regulators or legal authorities, where required by law

All third parties are required to respect your data and process it securely and lawfully.

6. Data Retention

We retain your personal data only as long as necessary for the purposes set out in this policy, including for legal or reporting requirements.
Typically, we retain data for up to 6 years, unless a longer retention period is required.

7. Your Rights

You have the right to:

Request access to your personal data
Request correction or deletion of your data
Object to or restrict our processing
Withdraw consent at any time (where applicable)

To exercise any of these rights, please contact us at: info@orchardvale.co.uk

8. Data Security

We take data security seriously and implement appropriate technical and organisational measures to protect your personal information from unauthorised access, loss, or misuse.

9. Cookies

We use cookies to enhance your website experience.
For more details, please see our Cookie Policy.

10. Updates to This Policy

We may update this Privacy Policy from time to time to reflect changes in law or our business practices.
The latest version will always be available on our website.

Contact Us

To exercise any of your rights or if you have any questions, please contact us at:
📧 info@orchardvale.co.uk