Privacy Policy

Depending on your interaction with us, we may collect and process different categories of personal data, including (but not limited to):

Contact details

Such as your name, business name, postal address, email address and telephone number.

Financial and business information

Including bank details, credit-related information, and financial data relating to business owners, directors or sole traders where relevant.

Publicly available information

Information obtained from sources such as Companies House, the electoral register, or other lawful public records.

Consent and preference data

Records of permissions you have given us, including marketing preferences and communication choices.

Documents you provide

Copies of bills, contracts, tenancy documents or other materials supplied to us to allow us to deliver our services.

Analytics and interaction data

Details about how you use our websites, how long you spend on pages, which phone numbers you call, call duration, and similar engagement information.

Product and service information

Records of products you have discussed, taken out, shown interest in, or previously held.

Information collected directly from you

We may collect information from you in a variety of ways, including when you:

• Complete forms on our website
• Speak to us by telephone
• Communicate with us by email, post, instant messaging or social media
• Use and browse our websites
• Respond to surveys, questionnaires or feedback requests
• Subscribe to updates, newsletters or marketing communications

Information collected from third parties

Where we are arranging or managing contracts on your behalf, we may also receive information from third parties, including:

• Energy suppliers
• Financial services providers
• Credit reference agencies
• Public registers and databases
• Companies that introduce you to us or that we introduce you to

We only process personal data where there is a lawful reason to do so. These legal bases may include:

• To perform a contract or take steps at your request before entering into a contract
• Where we have a legitimate business interest, provided this does not override your rights
• Where you have given consent
• Where we are required to comply with a legal obligation
• Where processing is necessary to protect vital interests

Examples of how we use your data include:

• Arranging and managing contracts with suppliers on your behalf
• Searching available providers to obtain suitable quotations
• Verifying and validating information to ensure accuracy
• Communicating with you about contracts, renewals and key dates
• Improving our services, systems and customer experience
• Carrying out market analysis and internal research
• Sending marketing communications where you have consented
• Conducting fraud prevention, sanctions screening and credit checks
• Meeting regulatory, audit, accounting and legal obligations
• Monitoring calls and communications for training, quality and compliance purposes
• Contacting you where online enquiries are incomplete but sufficient information has been provided

Each activity is supported by a single, appropriate legal basis under data protection law.

Your information may be shared within our business group where this is required for operational, administrative, or compliance purposes.

Associated company:

Key Results Ltd

If Alliance Marketing Ltd undergoes a corporate change in the future — such as a merger, acquisition, sale, or business restructuring — personal data may be transferred as part of that transaction. Any new owner or successor business will be required to handle your information in accordance with this privacy policy and applicable data protection laws.

Energy suppliers

When we are sourcing quotes or arranging an energy contract on your behalf, relevant information will be shared with one or more licensed energy suppliers so they can assess eligibility, provide pricing, and set up supply.

Examples may include (but are not limited to): British Gas, ScottishPower, Opus Energy.

We may also share limited information with trusted external organisations that help us operate our business effectively or improve our services. These may include:

• Market research organisations
  Used to gather feedback and insights about customer experience and service performance. These organisations may contact you on our behalf and provide us with aggregated analysis to help improve our offerings.
• Advertising and analytics platforms
  Where you have provided consent, we may work with advertising and analytics partners to help deliver relevant marketing messages and understand how our services are used. This may include platforms such as Google or social media providers.

To meet regulatory obligations and ensure contracts are set up correctly, we may share information with third parties that support identity checks, fraud prevention, sanctions screening, and contract validation.

All third parties are:

• Carefully assessed before engagement
• Contractually restricted to using data only for agreed purposes
• Required to maintain appropriate security and confidentiality standards

Below is a non-exhaustive list of significant third-party providers we work with and the purpose for which data may be shared:

• DocuSign – Electronic signature platform used to execute contracts
• Creditsafe – Credit and business verification services
• UD Group – Energy meter and account validation services
• Microsoft (including Copilot and Outlook) – Communication, scheduling, collaboration, and productivity tools
• OwnBackup – Secure data backup and archiving solutions

Some service providers may be located outside the UK or European Economic Area. Where this applies, we ensure appropriate safeguards are in place so your data is protected to UK GDPR standards.

We retain personal information only for as long as it is necessary for the purposes for which it was collected.

While you are an active customer, your data will be retained to allow us to manage contracts, provide support, and meet ongoing obligations.

After your relationship with Alliance Marketing Ltd ends, we may retain certain records for up to 10 years, where required or justified. During this period, information may be used solely for purposes such as:

• Responding to enquiries, complaints, or disputes
• Demonstrating that valid agreements were arranged
• Meeting legal, tax, audit, or anti-money laundering requirements
• Conducting internal analysis and service improvement using historical data

Throughout the retention period, your information will remain protected by appropriate security measures.

Under the Data Protection Act 2018 and UK GDPR, you have several rights in relation to your personal information.

These include:

Right to transparency

You have the right to understand how and why your personal data is used. This information is provided through this privacy policy and related contractual documents.

Right of access

You may request a copy of the personal data we hold about you, along with details of how it has been processed. Requests can be made by phone, email, or in writing. We will respond within one month. You may also request your data in a commonly used electronic format.

Right to correction

If any information we hold is inaccurate or incomplete, you can ask us to update or correct it.

Right to restrict, object, or request deletion

You may ask us to stop processing or delete your personal information where there is no lawful reason for us to continue using it.

This right is not absolute. In some cases, we may need to retain or process data due to contractual commitments or legal obligations. Where this applies, we will clearly explain why your request cannot be fully met.

Where processing is based on consent (such as marketing), you may withdraw that consent at any time.