Privacy Policy & ComplaintsHealthcare

Operational Living Advisors Limited (HOLA)Company Number: 16117089

1. Introduction

Healthcare Operational Living Advisors Limited (“HOLA”, “we”, “us”, or “our”) is committed to protecting your privacy and handling your personal information transparently and securely.

We act as a data controller and process personal data in accordance with applicable UK data protection legislation, including the UK GDPR and the Data Protection Act 2018.

This policy explains how we collect, use, and protect your personal information.

2. What Personal Information Is

Personal information (or personal data) means any information that identifies you, such as:

  • Name 

  • Contact details 

  • Date of birth 

  • Identification documents 

  • Financial information 

  • Information about your personal or professional circumstances 

Certain data is classified as special category data, including health information or other sensitive details. We only process such data where legally permitted.

3. Information We Collect

3.1 General Information

We may collect:

  • Full name 

  • Email address 

  • Telephone number 

  • Postal address 

3.2 Identity Verification (Legal Requirements)

To comply with legal and regulatory obligations, we may collect:

  • Passport or driving licence 

  • Proof of address 

3.3 Conflict of Interest Checks

We may ask whether you have any personal or professional connections with HOLA.

3.4 Service-Related Information

Depending on the services provided, we may collect:

  • Property-related information 

  • Ownership or authority documentation 

  • Anti-money laundering (AML) information 

  • Information about company directors, trustees, or beneficial owners 

  • Accessibility or specific requirements 

We may also receive data from third parties such as solicitors, developers, and agents.

3.5 Marketing Preferences

If you subscribe to updates, we may collect:

  • Sector or professional background 

  • Communication preferences 

4. How We Use Your Information

4.1 Legal Bases

We process personal data under the following lawful bases:

  • Contractual necessity 

  • Legal obligations 

  • Legitimate interests 

  • Consent (where required) 

4.2 Use of Data

We use your information to:

  • Provide advisory and property-related services 

  • Manage transactions and engagements 

  • Conduct due diligence and compliance checks 

  • Communicate with you 

  • Improve services and market insight 

  • Send relevant marketing (you can opt out at any time) 

  • Maintain security and IT systems 

4.3 Special Category Data

We process sensitive data only where:

  • You have given explicit consent; or 

  • We are legally required to do so 

4.4 Failure to Provide Information

If required data is not provided, we may be unable to:

  • Deliver services 

  • Comply with legal obligations 

5. Sharing Your Information

We may share your personal data with:

  • Professional advisers (including solicitors and agents) 

  • Developers or joint agents 

  • Referencing or compliance providers 

  • IT and system providers 

  • Regulators, courts, or law enforcement bodies 

In the event of a business sale or restructuring, data may be transferred subject to this policy.

6. Data Security

We implement appropriate safeguards, including:

  • Secure digital systems 

  • Restricted access controls 

  • Secure physical storage 

  • Staff training on data protection 

7. Data Retention

We retain personal data only for as long as necessary:

  • To fulfil the purpose collected 

  • To meet legal or regulatory requirements 

  • To manage legal claims 

8. International Transfers

Your data may be transferred outside the UK or EEA where necessary.

We ensure appropriate safeguards are in place, including:

  • Adequacy decisions 

  • Standard contractual clauses 

  • Equivalent legal protections 

9. Your Rights

You have the right to:

  • Access your personal data 

  • Correct inaccurate data 

  • Request deletion (where applicable) 

  • Restrict processing 

  • Object to processing 

  • Request data portability 

  • Withdraw consent 

  • Not be subject to automated decisions 

To exercise your rights, contact:📧 samantha@holadvisors.com

10. Complaints and Regulation

Complaints

If you have concerns about how your data is handled, please contact:

📧 samantha@holadvisors.com

If unresolved, you may contact theInformation Commissioner's Office (ICO).

Regulatory Status

Healthcare Operational Living Advisors Limited (HOLA) is regulated by theRoyal Institution of Chartered Surveyors (RICS).

11. Contact Details

Healthcare Operational Living Advisors LimitedA6 Kingfisher HouseKingswayTeam ValleyGatesheadNE11 0JQ

📧 samantha@holadvisors.com

12. Cookies

What Are Cookies?

Cookies are small files placed on your device to improve website functionality.

How We Use Cookies

We use:

  • Essential cookies (required for website operation) 

  • Non-essential cookies (only with your consent) 

Managing Cookies

You can control cookies via your browser settings.

For more information visit:www.allaboutcookies.org

To opt out of Google Analytics:http://tools.google.com/dlpage/gaoptout

13. Updates

We may update this policy from time to time. Please check this page periodically.