Privacy Policy – Butterfly Advisory

Privacy Policy

Effective Date: 11 July 2025

Entity: Butterfly Advisory (Butterfly International Ltd)

ICO Registration Number: ZB928567

At Butterfly Advisory, we are committed to protecting your privacy and processing your personal data transparently and lawfully. This Privacy Policy explains how we collect, use, share, and protect your information in connection with our services, including business consultancy, asset finance referrals, acquisitions support, lender introductions, and other professional services.

1. What Information We Collect

We may collect and store the following data when you contact us or engage with our services:

  • Full name
  • Company name
  • Contact details (email address, telephone number, postal address)
  • Business background and funding requirements
  • Information relevant to your enquiry or engagement
  • Records of our communication
  • Documents you upload via forms or web portals

2. How We Use Your Information

We process your information to:

  • Respond to enquiries and service requests
  • Facilitate introductions to trusted third-party partners (including regulated financial institutions)
  • Match your business with appropriate funding or advisory solutions
  • Maintain records for due diligence, compliance, and reporting
  • Improve our services, operations, and website functionality
  • Comply with legal and regulatory requirements

We will never sell, rent, or trade your data.

3. Legal Basis for Processing

We process your data under the following lawful bases:

  • Legitimate interests – for professional communications and introductions
  • Consent – where required, particularly before referring you to a third party
  • Contractual necessity – where pre-contractual steps or engagement terms require data usage
  • Legal obligation – where compliance or recordkeeping is required

4. Data Sharing and Introductions

We may share your data with carefully selected and vetted third-party organisations, including:

  • Regulated financial partners (e.g. Barclays, Bibby Financial Services, Tide, etc.)
  • Legal or compliance partners for due diligence or onboarding
  • Professional advisers or consultants, where needed

Your data will only be shared with your informed consent and never for unsolicited marketing purposes.

5. Data Protection & Security

We use industry-standard physical, technical, and administrative safeguards to protect your data from unauthorised access, loss, or misuse. Access is strictly limited to authorised personnel and encrypted systems are employed where appropriate.

6. Data Retention

We retain personal data only for as long as necessary:

  • To fulfil the purpose for which it was collected
  • To comply with legal or regulatory obligations
  • For ongoing compliance, risk management, and dispute resolution

7. Your Rights Under UK GDPR

You have the right to:

  • Access the data we hold about you
  • Request correction of inaccurate or outdated information
  • Request deletion of your data (“right to be forgotten”)
  • Object to processing where applicable
  • Withdraw your consent (where processing is consent-based)
  • Lodge a complaint with the Information Commissioner’s Office (ICO)

8. Cookies & Analytics

We may use cookies to enhance your website experience and gather analytical data. Upon your first visit, you will be given the option to manage or reject non-essential cookies.

9. Third-Party Links

Our website may contain links to third-party websites. Please note that we are not responsible for their privacy practices or content. We recommend reviewing their respective privacy policies.

10. Contact Us

If you have questions about this policy or wish to exercise your data rights, please contact our Data Protection Officer:

📧 Email: gdpr@butterfly-international.co.uk
📍 Address: Cardinal Point, Park Road, Rickmansworth, Hertfordshire, WD3 1RE, UK