1. Who we are
Bull and Bear Investments Limited is the data controller for the personal data described in this policy. We are a company registered in England and Wales with company number 14659741, registered office at 167-169 Great Portland Street, 5th Floor, London, W1W 5PF. You can contact us about anything in this policy at adam@adamslee.co.uk.
This policy covers our education programmes (including The Property Accelerator, Profit On Your Terms and The Funding Engine), our free tools (including the property strategy tool), our websites and members areas (including free accounts), our email lists, and our webinars and live sessions.
2. What we collect
- Identity and contact details: your name, email address and, where you give them, your phone number and postal address.
- Application information: answers you give when applying for a programme, such as your goals, experience and circumstances.
- Payment information: records of what you have bought and paid. Card payments are processed by Stripe; we never see or store your full card number.
- Programme records: your account in our members areas, your course progress, goals and accountability records for programmes that include them, and your attendance at live sessions.
- Session recordings: live sessions are normally recorded, and your voice, image and contributions may appear in those recordings.
- Communications and engagement: emails you send us, replies to our emails, and data about whether our emails are opened and which links are clicked.
- Technical data: IP address, browser and device information collected by the platforms that host our websites and members areas.
- Property strategy tool: the answers you give about your goals, money, attitude to risk, time and experience, anything you type in its free-text boxes, the report it makes from them, and the labels it works out from your answers (your strategy, its type, whether you'd use your own money or a partner's, your experience and your suggested next step). We also record which version of the tool you used and how you reached it.
3. Why we use it and our lawful bases
| What we do | Lawful basis |
|---|---|
| Provide the programme you bought: accounts, course access, live sessions, recordings, support | Performance of a contract |
| Take payment, keep accounting records and comply with tax law | Legal obligation and contract |
| Assess applications for application-only programmes | Steps taken at your request before a contract |
| Send service emails about your purchase, access, session dates and account | Performance of a contract |
| Send marketing emails about our programmes and content | Consent where you signed up to a list, or legitimate interests where you are an existing customer and we tell you about similar programmes. Every marketing email includes an unsubscribe link. |
| Record live sessions so participants can catch up | Legitimate interests, and we tell you before recording |
| Show your property strategy report, save it, and make your free account so you can come back to it | Legitimate interests: giving you the report and account you asked for |
| Send you emails after you use a free tool, unless you tick "Don't send me emails" when you give us your details | Legitimate interests, where you asked us for something and could say no to our emails when you gave us your details. Every email includes an unsubscribe link. |
| Choose which version of those emails you get, using the labels the property strategy tool works out from your answers | Legitimate interests: sending you emails that fit the plan you were given |
| Keep our services secure and understand how they are used | Legitimate interests |
How we tailor emails from the property strategy tool: the tool works out a few labels from your answers, such as your strategy and your suggested next step. We send only those labels, with your first name and email address, to our email system, and use them to choose which version of our emails you get. Your money and risk answers, any amounts and the report itself stay in our members area. This is profiling for marketing. It doesn't make any decision with a legal or similarly significant effect on you, and you can object to it at any time by unsubscribing or emailing us.
To see and save your property strategy report, you need to give your first name and email address. Without them the tool can't show or save your report.
4. Who we share it with
We use carefully chosen service providers to run our business. They process your data on our behalf and cannot use it for their own purposes. Our main providers are:
- Stripe, for payment processing
- Supabase, for members area accounts and course data
- Netlify, for hosting our websites and members areas
- MailerLite, for our email lists and email sending
- Resend, for transactional emails such as welcome and login emails
- n8n, for passing sign-ups and tool completions from our websites to our email list
- Zoom, for live sessions, webinars and recordings
- Notion, for programme administration records
- Google, for business email and document storage
- Anthropic (Claude), and other AI tools we use to help produce course materials, communications and administrative records, and to turn session recordings and transcripts into notes and summaries for participants
- Transcription providers, where we convert a live session or meeting recording into text
Some of these providers store data outside the UK, including in the United States. Where they do, transfers are protected by safeguards recognised under UK data protection law, such as the UK Extension to the EU-US Data Privacy Framework or the International Data Transfer Agreement and standard contractual clauses. You can ask for a copy of these safeguards by emailing adam@adamslee.co.uk.
We do not sell your personal data. We will disclose personal data where the law requires it.
5. How long we keep it
- Programme and account records: for as long as you have programme access, and for up to 6 years afterwards, in line with legal and accounting requirements and so we can deal with any questions or claims.
- Payment and tax records: at least 6 years, as required by law.
- Marketing list data: until you unsubscribe or we remove inactive contacts.
- Property strategy tool answers, reports and free accounts: until you delete your account or ask us to delete them.
- Session recordings: for as long as the relevant programme content remains available to participants.
6. Your rights
Under UK data protection law you have the right to: ask for a copy of the personal data we hold about you; ask us to correct inaccurate data; ask us to delete data we no longer need; object to or restrict certain processing, including direct marketing and the profiling we use to tailor marketing emails; and receive certain data in a portable format. To use any of these rights, email adam@adamslee.co.uk. We will respond within one month.
You can stop marketing emails at any time by clicking unsubscribe in any email or by contacting us. Service emails about something you have bought will still be sent, because we need them to deliver what you paid for.
Complaining about how we use your data
If you are unhappy with how we have handled your personal data, you can complain to us directly by emailing adam@adamslee.co.uk. We will acknowledge your complaint within 30 days and respond as soon as we can. You can also complain to the Information Commissioner's Office at ico.org.uk at any time, though we would appreciate the chance to put things right first.
7. Cookies and analytics
Our websites and members areas use only the cookies and similar technologies needed to make them work, such as keeping you logged in to a members area. Where any site uses analytics, the data is used to understand how the site is used and improve it.
8. Changes to this policy
We may update this policy from time to time. The current version, with its date, will always be at this address, and we will tell you by email about any change that significantly affects you.