Privacy Policy

Who we are

Tavon Partners is a UK-based independent broker, introducing businesses to card payment providers, business banking, POS systems and funding options. This policy covers tavonpartners.com and the staff tools we use to manage enquiries (our "Portal").

For anything relating to this policy, contact us at tavonpartners@gmail.com or WhatsApp 07584 503279.

[Company registration number and registered office address to be added here once available.]

What we collect, and why

If you're a prospective client (we've met you, scanned your card, or you've enquired) — business name, contact name, address, phone number, email, your current payment provider, and notes about what you're looking for. We collect this to prepare a quote and follow up with you.

If you become a client — the above, plus product and provider details, and turnover figures you've declared to us, so we can manage your account and pay any commission or referral fees correctly.

If you refer someone to us — your own name, phone and email (so we can pay your referral fee), and the business and contact details of whoever you've referred.

If you upload a statement to our Statement Checker — the statement is processed only to calculate your current rate and a potential saving. We do not store the file, and nothing from it is retained once the calculation is shown to you.

If we book a meeting with you — the date and time, and which of our team it's with.

General website use — we don't use advertising or tracking cookies. We use the minimum technical storage needed to keep you signed in to the Portal, and to remember small preferences (like a display setting) on the public referral form.

Our legal basis for using your data

Where we contact a business about our services based on publicly available or directly-given business contact details, we rely on legitimate interests — reasonable, proportionate B2B outreach, which you can object to at any time (see "Your rights" below). Where you become a client, we process your data under contract, to provide the service you've agreed to. Where you refer someone to us, we process your details under contract, to pay the referral fee we've offered you.

Who we share data with

We share the minimum necessary with:

• Payment, banking and funding providers we introduce you to (such as Teya) — only for businesses actively pursuing a quote with that provider, so they can assess and provide the service.
• Google — to look up business addresses (Places), and, for our own admin purposes, to keep our contact list in sync with Google Contacts.
• OCR.space — reads the text from a business-card photo when you use Scan a card, so we can fill in the details for you. We don't keep the photo.
• Service providers who run our systems — Supabase (database), Netlify and Render (hosting), and Resend (sending our emails). These providers process data on our behalf and don't use it for their own purposes.

We never sell personal or business data to third parties.

How long we keep it

We keep prospective client and client data for as long as needed to provide our service and meet our legal and accounting obligations, and delete it when it's no longer needed for either. Statement Checker uploads are never retained at all — see above.

Your rights

Under UK GDPR, you have the right to:

• Ask what data we hold about you, and get a copy of it
• Ask us to correct anything inaccurate
• Ask us to delete your data, where we don't have a legal reason to keep it
• Object to us processing your data for direct marketing or outreach purposes, at any time

To exercise any of these, email tavonpartners@gmail.com. If you're not satisfied with our response, you can complain to the UK's Information Commissioner's Office (ICO).

Security

We use industry-standard access controls and encryption on our systems, and access to client data within our own team is limited to what each person needs for their role.

Changes to this policy

We'll update this page if how we handle data changes, and update the date at the top when we do.