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Product Audit & Assurance Commercial Lending Specialist Lending M&A — Financial Due Diligence In Practice Security & Governance Getting adoption Using the data for AI MCP Partners API Keys Resources Blog Case studies Newsletter Privacy & Security FAQs Company About Us Careers Contact Us Book a Demo Privacy Policy This privacy policy describes how we may collect, process, use and store personal information about you when using this website and other relevant personal data processing activities in accordance with the UK General Data Protection Regulation (UK GDPR). About Validis Validis UK Limited (the “company”, “we”, “our”, “us”) is registered in the UK with the ICO: registration number is ZA771577 and our principal place of business is at 16 St John’s Lane, London EC1M 4BS. Validis is a “data controller”. This means that we are responsible for deciding how we collect, process, use and store personal information about anyone whose personal information we process, including information provided willingly through our website. We are required under the UK GDPR to notify you of the information contained in this privacy policy. Validis is committed to ensuring that your privacy is protected. Should we ask you to provide certain information by which you can be identified when using this website, it will only be used in accordance with this privacy statement. Your Obligation It is important that you read this policy, together with the consent we may require on specific occasions, when we are collecting or processing personal information about you, so that you are aware of how and why we are using such information. We do update this policy from time to time so please do review this policy when using our website. Information we collect We may collect certain user information, including personal information in the following ways: Information You Provide to Us To provide you with the required services through this website, we may collect personal information that you provide voluntarily to us when you visit our website, for example, when you fill out the contact form, consent form, Data Subject Access Request Form, participate in any interactive features on our website, participate in a survey, promotion, activity or event, apply for a job, request support, or communicate with us via third-party social media sites or direct marketing. It may include information you provide when you register to use our services or other activities commonly carried out in connection with the Validis Platform. The types of information you provide on our website typically include your name, email address, phone number, industry, company name as well as any contact or other information you choose to provide. Information we collect automatically when you use our website When you access or use the Validis website or services, we may automatically collect information about you, including: Usage Information We record website activity such as resources you accessed or pages you viewed, any actions taken in connection with the access including how long you spent on the page, number of mouse clicks, response time by our website for analytics purposes. Log Information We log information about you when you access and use the Validis website including your Internet Protocol (“IP”) address, access times, browser type and language, Internet Service Provider (“ISP”), the Web pages that you visit, the Content you use and the URL of the Web page you visited before navigating to the Validis website. Information we receive from other sources including third parties We will receive personal data about you from various third parties. Identity and contact data from our Clients who subscribe to the Validis Platform in order to provide services to you who may be based in the UK. We will process this personal data in our capacity as a data processor for our Clients. Information collected by Cookies and other tracking technologies We (including service providers who are working on our behalf) use various technologies to collect information, which may include saving cookies to your computer or mobile device. Cookies are small data files stored on your hard drive or in device memory that help us to improve the website and your experience, customize your experience and preferences, understand which areas and features of the website are most popular and count visits. We may also collect information using web beacons (also known as “tracking pixels”). Web beacons are electronic images (also called “gifs”) that may be used in the website or in emails that help us to deliver cookies, count visits, understand usage and campaign effectiveness and determine whether an email has been opened and acted upon. For more information about cookies and how to disable them, please see “Your Choices” below. Third party cookies The use of cookies by third parties and/or third-party applications, is not covered by our Privacy Notice. We do not have access or control over such cookies. Third Party Clear Gifs Our third-party partners employ clear gifs (a.k.a. Web Beacons/Web Bugs), images, and scripts that help them better manage content on our website. We do not tie the information gathered to our Customers’ or Users’ personal information. Local Shared Objects (“LSO”) We use LSOs such as HTML 5 to collect and store information in order to provide certain features on our website. Third parties with whom we partner may also use LSOs in order to provide certain features on our website or to display advertising based upon your Web browsing activity. Various browsers may offer their own management tools for removing HTML5 LSOs. Advertising Cookies We partner with third parties to manage our advertising on other websites. Our third parties may use tracking technologies such as cookies to gather information about your activities on this website and other websites you visit in order to provide you advertising based upon your browsing activities and interests. Information We Collect from other Sources We may also obtain information from third parties and combine that with information we collect through the website. For example, we may have access to certain information from a third-party social media service if you provide us with access to such information through the website. Any access that we may have to such information from a third-party social media service is in accordance with the privacy notice and authorization procedures determined by the social media service. Information use We may use the information collected through the website for the limited purpose of providing the required services and related functionality for which Validis has been engaged. Most commonly, we will use your Personal Data for the following lawful bases. Here we need to perform the contract, we are about to enter into or have entered into with you or in order to take steps at your request prior to entering into a contract for the relevant service, including: To engage with you to send and agree initial terms Enter into a contract and manage that contract To update your records For the performance of a contract with a third-party client Where it is necessary for our legitimate interests (or those of a third party) and your interests and fundamental rights do not override those interests, including for the following purposes: Provide, operate, maintain and improve the Validis website. Provide and deliver the services and features you request, process and complete transactions, and send you related information Respond to your comments, questions, and requests and provide customer service and support. Communicate with you about services, features, surveys, newsletters, offers, promotions, contests and events, and provide other news or information about Validis and its services. Personalize and improve the website, and provide content, features, and/or functionality that match your interests and preferences or otherwise customize your experience on our website. Send you technical notices, updates, security alerts and support and administrative messages. Monitor and analyse trends, usage, and activities in connection with the website and for marketing or advertising purposes. For other purposes about which we notify you where we need to comply with a legal or regulatory obligation. Generally, we do not rely on consent as a legal basis for processing your personal data other than in relation to sending third party direct marketing communications to you via email or text message in circumstances where we must obtain your consent (Opt-In consent). In such circumstances where you do give consent, you have the right to withdraw consent to marketing at any time by emailing privacy@validis.com Automated decision making We do not undertake any fully automated decision-making processes. How long will you use my information? We will only retain your personal information for as long as necessary to fulfil the collection purposes, including for the purposes of satisfying any marketing, sales, legal, contractual, accounting, or reporting requirements. Data security and data retention While no service is completely secure, we take reasonable measures to help protect your information loss, theft, unauthorized access, disclosure, alteration and destruction. We also take reasonable measures to deal with any suspected data security breach and will notify you and any applicable regulator of a suspected breach where we are legally required to do so. To determine the appropriate retention period for personal data, we consider the amount, nature, and sensitivity of the personal data, the potential risk of harm from unauthorized use or disclosure of your personal data, the purposes for which we process your personal data and whether we can achieve those purposes through other means, and the applicable legal requirements. In some circumstances we may anonymize your personal information to make it not associable with you, in which case we may use such information without further notice to you. International transfers We may share your personal data within the Validis Group. Whenever we transfer your personal data out of the UK, we ensure a similar degree of protection is afforded to it by ensuring at least one of the following safeguards is implemented: We will only transfer your personal data to countries that have been deemed to provide an adequate level of protection for personal data. These includes all countries within the EEA. Details of approved countries can be found here: International data transfers: building trust, delivering growth and firing up innovation | gov.uk Where we use certain service providers, we may use specific contracts approved for use in the UK which give personal data the same protection it has in UK. For further details, see International data transfer agreement and guidance | ICO Please contact us if you want further information on the specific mechanism used by us when transferring your personal data out of the UK. Change of purpose We will only use your personal information supplied in this website for the purposes for which we collected it, unless we reasonably consider that we need to use it for any other reasons and that reason is compatible with the original purpose. If we need to use your personal information for an unrelated purpose, we will notify you and we will explain the legal basis which allows us to do so. Sharing and disclosure of information We will not share personal information about you or any content with any third parties except as described in this Privacy Policy or in connection with the services we provide to you. For example, we may share personal information about you including as follows: Internal third parties Other companies in the Validis Group acting as processors and who are based in United States of America and provide IT and system administration services, sales services and undertake leadership reporting. External third parties Clients of Validis who use the Validis Platform and who you have selected to provide services to you, such as your accountant or bank, or your accounting software solution provider. Microsoft Azure, acting as a hosting sub-processor, based within the regions we provide services to. Professional advisers acting as processors or joint controllers including lawyers, bankers, auditors and insurers based in the UK, EEA, Australia, New Zealand, Canada or the United States of America who provide consultancy, banking, legal, insurance and accounting services. HM Revenue and Customs, regulators and other authorities based in the UK, EEA, Australia, New Zealand, Canada or the United States of America who require reporting of processing activities in certain circumstances. Compliance with Laws We may disclose your information to a third party if (a) we believe that disclosure is reasonably necessary to comply with any applicable law, regulation, legal process or governmental request, (b) to enforce our agreements, policies and Terms of Service, (c) to protect the security or integrity of our services, (d) to protect Validis, our customers or the public from harm or illegal activities, (e) to respond to an emergency which we believe in the good faith requires us to disclose information to assist in preventing the death or serious bodily injury of any person, (f) where it is necessary to administer the working relationship with you or where we have another legitimate interest in doing so e.g. for marketing or performance of contract, or (g) to any other third party with your prior consent. Business Transfers We may share or transfer your information in connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business to another company. We will notify you of any such deal and outline your choices in that event. Aggregated or Anonymized Data We may also share aggregated or anonymized information with third parties that does not directly identify you. Support Services Validis provides customer support through multiple channels including email, phone, and live chat. For details on how we collect, use, and protect your personal data generally, see “Information we collect”, “Information use” and “Your choices”. Data Retention We retain your support records for the duration of the Validis subscription used by your organization. Once that subscription ends, all support records (including chat transcripts, email history, and call notes) are permanently deleted within 30 days, unless we are required to retain them for legal, regulatory or legitimate business purposes. Website Support Chat Widget Our website includes a support chat widget powered by Zendesk to help visitors with inquiries in real time. We process personal data exchanged through the chat widget where necessary to respond to your enquiry, provide customer support and manage our relationship with you. The lawful basis is our legitimate interests in providing customer support, or, where applicable, the performance of a contract. Data Processor Your chat data is stored and processed by Zendesk, Inc., which acts as a data processor on our behalf under our instructions. Zendesk processes personal data on our behalf under a written data processing agreement containing appropriate UK GDPR contractual safeguards. For information about Zendesk’s security and privacy practices, please see their Privacy Statement at zendesk.com/company/customers-partners/privacy-policy. Security All chat conversations are encrypted in transit using TLS 1.2 and at rest using AES-256. Validis employees require authorization to access chat data. We do not share chat data with third parties except as required by law or to comply with legal process. What Not to Share Do not share passwords, API keys, authentication credentials, or highly sensitive financial data in the chat widget. If you accidentally share sensitive information, notify your support agent immediately so we can address the risk. Chat Not Required The chat widget is optional. If you prefer not to use chat, you can contact our support team via email at support@validis.com. AI-Powered Support Chat Our website includes an AI-powered support chat provided by Zendesk to assist with support enquiries and provide information from our knowledge base. When you use the chat, the content of your messages (including any personal data you choose to provide) will be processed to generate responses. Zendesk processes this information on our behalf as our data processor under appropriate contractual safeguards. AI processing may take place in the United States. Where personal data is transferred internationally, we ensure appropriate safeguards are implemented in accordance with UK GDPR. Zendesk’s AI services operate using a Zero Data Retention configuration, meaning prompts and responses sent to the underlying AI model are not retained following generation of a response or used to train foundation AI models. However, your chat conversation may still be retained by Validis and Zendesk as part of your customer support record in accordance with this Privacy Policy. The AI assistant is designed to support our customer service team and does not make automated decisions producing legal or similarly significant effects. Where appropriate, enquiries may be reviewed or handled by a member of our support team. Third party services Validis may provide links to third party sites through this website. Validis assumes no responsibility for the information practices of sites a visitor accesses through our site, and we encourage visitors to review each site’s privacy policy before disclosing any personal details as their own terms and policies will govern the use of those services security and data protection. Your choices You may update, correct or delete information about you at any time by emailing privacy@validis.com. In particular, you can also request for the following: Request access to your personal information (commonly known as a “data subject access request”). This enables you to receive a copy of the personal information we hold about you and to check that we are lawfully processing it. To request correction of the personal information that we hold about you. This enables you to have any incomplete or inaccurate information we hold about you corrected. Request erasure of your personal information. This enables you to ask us to delete or remove personal information where there is no good reason for us continuing to process it. You also have the right to ask us to delete or remove your personal information where you have exercised your right to object to processing (see below). Object to processing of your personal information where we are relying on a legitimate interest (or those of a third party) and there is something about your particular situation which makes you want to object to processing on this ground. You also have the right to object where we are processing your personal information for direct marketing purposes that you don’t want. Request the restriction of processing of your personal information. This enables you to ask us to suspend the processing of personal information about you, for example if you want us to establish its accuracy or the reason for processing it. Request the transfer of your personal information to another party. Manage your cookie preferences. You can accept or reject non-essential cookies, and change your choice at any time, using the cookie settings on our website. You can also control cookies through your browser settings. Upon request, Validis will provide you with information about whether we hold, or process on behalf of a third party, any of your personal information that we are aware of. To request this information, contact us at privacy@validis.com. We will respond without undue delay and in any event within one month of receiving your request. If your request is complex, or you have made a number of requests, we may extend this period by up to a further two months. We will tell you within one month of receiving your request if that applies and explain why. You will not have to pay a fee to access your personal information (or to exercise any of the other rights). However, we may charge a reasonable fee if your request for access is clearly excessive, repetitive, or when you request for multiple copies or when your request is unfounded. Alternatively, we may refuse to comply with the request in such unusual or strange circumstances. What we may need from you We may need to request specific information from you to help us confirm your identity and ensure your right to access the information (or to exercise any of your other rights). This is another appropriate security measure to ensure that personal information is not disclosed to any person who has no right to receive it. Right to withdraw consent In the limited circumstances where you may have provided your consent to the collection, processing and transfer of your personal information for a specific purpose, you have the right to withdraw your consent for that specific processing at any time. To withdraw your consent, please send us email at privacy@validis.com or complete a consent withdrawal form in the UK GDPR section of our website. Once we have received notification that you have withdrawn your consent, we will no longer process your information for the purpose or purposes you originally agreed to, unless we have another legitimate basis for doing so in law. Our policy toward children Our website and services are not directed to individuals under 13. We do not knowingly collect personal information from children under 13. If you become aware that a child has provided us with personal information, please contact us at privacy@validis.com. If we become aware that a child under 13 has provided us with personal information, we will take steps to delete such information. Promotional and Newsletter Communications You may opt out of receiving promotional and newsletter emails from Validis by following the opt-out instructions provided in those emails. You may also opt-out of receiving promotional emails and other promotional communications from us at any time by emailing privacy@validis.com with your specific request. If you opt out, we may still send you non-promotional communications, such as security alerts and notices related to your access to or use of the Validis services or our ongoing business relations. Testimonials We display personal testimonials of satisfied customers on our website in addition to other endorsements. With your consent we may post your testimonial along with your name. Data Protection / Compliance Team We have a Compliance Department which oversees compliance with this privacy policy. If you have any questions about this privacy notice or how we handle your personal information, please contact us at privacy@validis.com. How to make a complaint We endeavour to maintain best practice. However, we recognise that we may not always get it right and where you are not satisfied in the way we handle data or you wish to discuss our processes then we would be grateful to hear from you. If there is something which we have not done correctly with your data then we would appreciate the chance to deal with your concerns before you approach the Information Commissioner’s Office (ICO) so please contact us in the first instance at privacy@validis.com. However, you have the right to make a complaint at any time to the ICO, the UK supervisory authority for data protection issues (www.ico.org.uk). Changes to this privacy policy We reserve the right to update this privacy policy at any time, and we will provide you with a new privacy policy when we make any substantial updates on our website. We may also notify you in other ways from time to time about the processing of your personal information. This Privacy Policy was last updated on 11-09-2026. If you have any questions about this privacy policy, please contact us at privacy@validis.com Book your demo today.