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Privacy Policy

Privacy Policy

Effective Date: 1 April 2026
Company: Rebate Nest Ltd
Website: rebatenest.co.uk

1. Who We Are

Rebate Nest is a customer introduction and lead generation service. We connect individuals with carefully selected third-party specialists who may be able to assist with tax relief claims, financial product claims, pension-related matters, and other consumer financial services.

Rebate Nest acts solely as an introducer and does not provide legal, financial, tax, or claims management advice unless expressly stated otherwise.

For the purposes of UK data protection legislation, including the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018, Rebate Nest is the Data Controller in relation to the personal data you provide to us.

2. What Information We Collect

We may collect and process the following categories of personal data:

Information You Provide Directly

  • Full name

  • Email address

  • Telephone number

  • Postal address and postcode

  • Date of birth

  • Employment information

  • Financial information relevant to your enquiry

  • Details relating to a potential claim or service enquiry

Information Collected Automatically

  • IP address

  • Browser type and version

  • Device information

  • Website usage data

  • Cookie and analytics data

Special Category or Sensitive Data

Where necessary and permitted by law, we may collect information relating to:

  • Financial circumstances

  • Identification and verification documents

  • Information required to assess eligibility for a service

We will only collect and process such information where there is a lawful basis to do so.

3. How We Use Your Information

We may use your personal data to:

  • Review your enquiry and assess potential eligibility for services

  • Introduce you to relevant third-party specialists

  • Contact you regarding your enquiry

  • Provide customer support

  • Improve our website, products, and services

  • Prevent fraud and maintain security

  • Comply with legal, regulatory, and compliance obligations

We process personal data under one or more of the following lawful bases:

  • Your consent

  • Performance of a contract or steps taken before entering into a contract

  • Legitimate interests

  • Compliance with legal obligations

4. Sharing Your Information

Where appropriate, we may share your information with:

  • Accountants

  • Solicitors

  • Claims specialists

  • Pension specialists

  • Other professional service providers relevant to your enquiry

  • Technology and service providers that support our business operations

  • Regulatory bodies, government authorities, or law enforcement agencies where required

Any third party receiving your information is required to process it securely and in accordance with applicable data protection laws.

5. International Transfers

Some of our service providers may process personal data outside the United Kingdom.

Where personal data is transferred internationally, we will ensure appropriate safeguards are in place, including:

  • UK International Data Transfer Agreements (IDTA)

  • UK-approved Standard Contractual Clauses

  • Transfers to jurisdictions recognised as providing adequate protection

6. Data Retention

We retain personal data only for as long as necessary to:

  • Fulfil the purposes for which it was collected

  • Meet contractual requirements

  • Comply with legal, regulatory, tax, and compliance obligations

  • Resolve disputes and enforce agreements

Retention periods may vary depending on the nature of the enquiry and applicable legal requirements.

7. Your Rights

Under UK data protection law, you have the right to:

  • Access your personal data

  • Request correction of inaccurate information

  • Request erasure of your personal data

  • Restrict processing

  • Object to processing

  • Request data portability where applicable

  • Withdraw consent at any time where processing is based on consent

You also have the right to lodge a complaint with the Information Commissioner's Office (ICO).

To exercise your rights, please contact:

Email: compliance@rebatenest.co.uk

8. Cookies

Our website uses cookies and similar technologies to:

  • Operate the website effectively

  • Improve user experience

  • Analyse website performance and visitor behaviour

  • Support marketing and advertising activities

You can control cookie preferences through your browser settings. Additional information is available in our Cookie Policy.

9. Data Security

We implement appropriate technical and organisational measures designed to protect personal data, including:

  • Secure systems and encrypted communications where appropriate

  • Access controls and user permissions

  • Staff training and confidentiality obligations

  • Ongoing monitoring and security reviews

10. Third-Party Websites

Our website may contain links to external websites operated by third parties. We are not responsible for the privacy practices or content of those websites and encourage you to review their privacy policies before providing personal information.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our services, legal requirements, or business practices.

The most current version will always be available on our website.

12. Contact Us

If you have any questions regarding this Privacy Policy or how we process your personal data, please contact:

Rebate Nest Ltd
Email: compliance@rebatenest.co.uk
Website: rebatenest.co.uk

Important Notice

Rebate Nest acts solely as an introducer.

Any service you choose to proceed with will be provided by an independent third-party specialist. Those providers will act as separate Data Controllers in relation to the services they provide and will issue their own terms, privacy notices, and regulatory disclosures where applicable.

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