Privacy Notice
We use the information you give us to respond to enquiries, review commercial costs, manage your Optima relationship and provide the services you ask for. Where you continue into Optima Intelligence, your customer record, uploads and review activity are kept together there.
Information we may collect
This may include your name, business name, contact details, service interests, notes you provide, bills, statements, contracts, property documents and information generated during a review.
How we use it
We use information to respond to enquiries, carry out reviews, identify relevant commercial options, communicate with you, maintain records, manage customer service and meet legal or regulatory obligations.
Optima Intelligence
Optima Commercial uses Optima Intelligence as the customer and review platform for enquiries, document uploads, review activity and related customer records. Information entered on the commercial website may be carried into Optima Intelligence when you choose to continue.
Suppliers and specialist partners
Where you ask us to progress a service, relevant information may need to be shared with selected suppliers, brokers, surveyors or specialist partners so they can prepare quotations, checks or professional work. We aim to share only what is needed for that purpose.
Marketing
We may send relevant service information where permitted. You can ask us to stop marketing communications at any time.
Retention and security
We keep information only for as long as reasonably required for the customer relationship, legal obligations, dispute handling and legitimate business records. We use access controls and appropriate technical measures to protect customer information.
Your rights
Depending on applicable data-protection law, you may have rights to access, correct, erase, restrict or object to the use of your personal information, and to request a copy of information we hold about you.
Contact
For privacy questions or requests, contact Optima Commercial at john@optimacommercial.co.uk.
Last updated: 15 August 2026. This notice is intended as a clear operational privacy summary and should be reviewed alongside Optima's final legal/compliance arrangements as the business grows.