Who are we?
We are Oak Tree Structured Finance Limited (OTSF) and can be contacted on the below details:
Email: tricia@oak-tree.co.uk
Telephone: 01789 842554
Address: 9 Chapel Street, Wellesbourne, Warwick, Warwickshire, CV35 9QU
At OTSF we take your privacy very seriously. We are committed to ensuring that your privacy is protected.
Why do we collect and use your personal information?
We collect and use your information to process your funding enquiry and/or application.
We will use your personal information to send you marketing communications by email about similar products and services that you may be interested in.
Please note that you have the right to object to receiving marketing communications and we will give you an easy way to unsubscribe from receiving any marketing communications from us.
What happens if I do not provide my personal information?
We need your personal information in order to provide our service to you. If we do not collect your personal information we will not be able to provide our services to you.
Who will we share your personal information with?
We will share your personal information with funders with whom we hold FCA approved Introducer Agreements.
We will share your personal information with third parties such as HMRC or the FCA where we are required to do so by law.
How long will we store your personal information?
We will store your personal information for up to six years from ceasing to be our client. This is to enable us to refer to our records in the unlikely event that you want to lodge a complaint against us within six years.
If you do not object to receiving marketing communications from us, we will store your personal information for marketing purposes until you unsubscribe from receiving marketing communications from us.
What are your rights in relation to your personal information?
Right to access: You have the right to request copies of the personal information we hold about you at any time.
Right to rectification: You have the right to request that we correct any inaccurate personal information we hold about you.
Right to erasure: You have the right to request that we delete your personal information from our records.
Please note that we will not be able to delete your personal information whilst we are still providing our services to you. We will be able to delete your personal information once you cancel the service or once the service is completed.
Right to restrict processing: You have the right to request that we restrict how we use your personal information.
Right to object: You have the right to object to the collection and use of your personal information at any time.
Right to data portability: You have the right to obtain a copy of your personal information in a legible and compatible format such as Excel or Word.
How can I exercise my rights in relation to my personal information?
You can exercise all of your rights by contacting us on any of the above contact details.
How do I lodge a complaint about the use of my personal information?
You can lodge a complaint with us directly by contacting us on one of the above contact details.
You also have the right to lodge a complaint directly with the Information Commissioner’s Office (ICO). The ICO are the regulator who makes sure that we use your personal information in a lawful way.
You can lodge a complaint with the ICO by following this link https://ico.org.uk/concerns/ or calling the ICO on 0303 123 1113.
Changes to our privacy policy
Any changes we may make to our Privacy Policy in the future will be posted on this page. Please check back frequently to see any updates or changes to our Privacy Policy.