Valloop - Life in ownership
Legal

Privacy Policy

Our website address is: www.valloop.com

1. Important information and who we are

Purpose of this privacy policy

This privacy policy aims to give you information on how Valloop collects and processes your personal data through your use of this website, including any data you may provide when you register your interest or sign up to our newsletter. This website is not intended for children, and we do not knowingly collect data relating to children.

It is important that you read this privacy policy together with any other privacy policy or fair processing policy we may provide on specific occasions when we are collecting or processing personal data about you so that you are fully aware of how and why we are using your data.

Controller

Valloop is made up of different legal entities:

  • Valloop Limited - registered in England and Wales under company number 12552822. Registered office: 85 Great Portland Street, London, England, W1W 7LT.
  • Valloop Operations Limited - registered in England and Wales under company number 13229776. Registered office: C/O Clarke Willmott LLP, 55 Spring Gardens, Manchester, England, M2 2BY.
  • Valloop Investment Management Limited - registered in England and Wales under company number 14803768.
  • Valloop Deferred Consideration Securities Limited - registered in England and Wales under company number 14808327.

Valloop Operations Limited is the controller and responsible for this website. We have appointed a data privacy manager who is responsible for overseeing questions in relation to this privacy policy.

Contact details

Full name of legal entity: Valloop Operations Limited
Email: [email protected]
Postal address: G1.4 Stok, 43-59 Prince's Street, Stockport, England, SK1 1RX

You have the right to make a complaint at any time to the Information Commissioner's Office (ICO), the UK regulator for data protection issues (www.ico.org). We would, however, appreciate the chance to deal with your concerns before you approach the ICO so please contact us in the first instance.

2. The data we collect about you

Personal data means any information about an individual from which that person can be identified. We may collect, use, store and transfer different kinds of personal data about you which we have grouped together as follows:

  • Identity Data - first name, last name, username or similar identifier, marital status, title, date of birth and gender.
  • Contact Data - billing address, delivery address, email address and telephone numbers.
  • Financial Data - bank account and payment card details.
  • Transaction Data - details about payments to and from you and other details of products and services you have purchased from us.
  • Technical Data - internet protocol (IP) address, login data, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform.
  • Profile Data - your username and password, purchases or orders made by you, your interests, preferences, feedback and survey responses.
  • Usage Data - information about how you use our website, products and services.
  • Marketing and Communications Data - your preferences in receiving marketing from us and our third parties and your communication preferences.

We do not collect any Special Categories of Personal Data about you (including details about race or ethnicity, religious beliefs, sex life, sexual orientation, political opinions, trade union membership, health information, and genetic and biometric data).

3. How we collect your data

We use different methods to collect data from and about you, including through:

  • Direct interactions - by filling in forms or corresponding with us by post, phone, email or otherwise, including when you apply for our services, create an account, subscribe to our newsletter, or give us feedback.
  • Automated technologies or interactions - as you interact with our website, we will automatically collect Technical Data about your equipment, browsing actions and patterns via cookies, server logs and other similar technologies.
  • Third parties or publicly available sources - we receive personal data from analytics providers (Google Analytics), advertising networks (Google Adwords, YouTube, LinkedIn), and from publicly available sources such as Companies House and the Electoral Register.

4. How we use your personal data

We will only use your personal data when the law allows us to. Most commonly, we will use your personal data in the following circumstances:

  • Where we need to perform the contract we are about to enter into or have entered into with you.
  • 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.
  • Where we need to comply with a legal obligation.

Generally, we do not rely on consent as a legal basis for processing your personal data although we will get your consent before sending third party direct marketing communications to you via email or text message. You have the right to withdraw consent to marketing at any time by contacting us.

5. Disclosures of your personal data

We may share your personal data with internal third parties (other companies in the Valloop Group), external third parties (service providers, professional advisers, regulators), and third parties to whom we may choose to sell, transfer or merge parts of our business.

We require all third parties to respect the security of your personal data and to treat it in accordance with the law.

6. International transfers

We share your personal data within the Valloop Group. This will involve transferring your data outside the UK. We ensure your personal data is protected by requiring all our group companies to follow the same rules when processing your personal data outside of the UK.

7. Data security

We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed. We limit access to your personal data to those employees, agents, contractors and other third parties who have a business need to know.

8. Data retention

We will only retain your personal data for as long as reasonably necessary to fulfil the purposes we collected it for, including for the purposes of satisfying any legal, regulatory, tax, accounting or reporting requirements.

By law we have to keep basic information about our customers (including Contact, Identity, Financial and Transaction Data) for six years after they cease being customers for tax purposes.

9. Your legal rights

Under certain circumstances, you have rights under data protection laws in relation to your personal data:

  • Request access to your personal data
  • Request correction of your personal data
  • Request erasure of your personal data
  • Object to processing of your personal data
  • Request restriction of processing your personal data
  • Request transfer of your personal data
  • Right to withdraw consent

You will not have to pay a fee to access your personal data. We try to respond to all legitimate requests within one month.

If you wish to exercise any of the rights set out above, please contact us at [email protected].

10. Glossary

Lawful basis

  • Legitimate Interest - the interest of our business in conducting and managing our business to enable us to give you the best service and most secure experience.
  • Performance of Contract - processing your data where it is necessary for the performance of a contract to which you are a party.
  • Comply with a legal obligation - processing your personal data where it is necessary for compliance with a legal obligation that we are subject to.

Valloop Holdings Limited. Registered No: 13152795. 167-169 Great Portland Street, Fifth Floor, London, W1W 5PF.

Valloop

Valloop Holdings Limited. Registered No: 13152795

167-169 Great Portland Street, Fifth Floor, London, W1W 5PF

Resources

Get in touch

[email protected]

©Valloop 2026. All Rights Reserved.

Disclaimer: Valloop provides a technology-enabled platform offering information, guided tools and structured support for businesses exploring an employee ownership transition. Platform content, assessments, models and outputs are indicative, are based on information and assumptions provided by users, and do not constitute legal, tax, valuation, investment, financial or other professional advice. Valloop does not determine whether employee ownership, a particular transaction structure or an investment is suitable for any business or individual. Transactions, funding arrangements and employee participation models vary between businesses and remain subject to applicable eligibility criteria, due diligence, professional review, legal documentation, approvals and contractual terms. Use of the platform does not guarantee that a transaction, funding arrangement or employee ownership transition will proceed or complete. Certain transaction coordination, completion services, guarantee arrangements and third-party professional services are subject to separate engagement terms, eligibility requirements and additional fees. Users remain responsible for obtaining independent legal, tax, financial and other professional advice appropriate to their circumstances before making or implementing material decisions.