| Contact and property enquiries | To answer requests, organise pre-contractual follow-up, and continue the service conversation. Legal basis: requested pre-contractual steps and, where appropriate, legitimate interest in service continuity. | Retention: while the request remains active and afterwards for applicable limitation and defence periods. |
| Accounts, saved items, and preference settings | To operate the account area, protect access, and remember user-selected features. Legal basis: performance of the user relationship, requested pre-contractual steps, and legitimate security interests. | Retention: while the account remains active and afterwards for blocking, defence, and legal compliance periods where required. |
| Newsletter and promotional communications | To send updates, market messages, and relevant recommendations where consent or another valid legal basis applies. Legal basis: consent and the right to object at any time. | Retention: until unsubscribe, withdrawal, objection, or the point at which proof of consent no longer needs to be retained. |
| Assistant and chat continuity | To classify questions, keep the conversation coherent, route users to relevant pages, and enable human follow-up where activated. Legal basis: requested pre-contractual steps, consent for external services where applicable, and legitimate interest in efficient support. | Retention: for the period needed for continuity, security, incident review, and reasonable operational follow-up. |
| Indicative calculators and sale planning tools | To provide non-binding scenario guidance and help the user understand purchase, sale, or financing context. Legal basis: the user’s request. No solely automated decision with legal or similarly significant effect is made. | Retention: mainly in-browser. If the result is linked to a submitted enquiry, the enquiry retention logic applies. |
| Real estate documents, visits, reservations, receipts, and invoices | To document pre-contractual and contractual steps, coordinate parties, and support transaction execution. Legal basis: contract performance, requested pre-contractual steps, legal obligations, and defence of claims. | Retention: for the life of the matter and afterwards for legal, accounting, tax, and claims-related periods. |
| AML/KYC and enhanced compliance checks | To verify identity, beneficial ownership, source-of-funds context, and legally required documentation where a transaction triggers anti-money-laundering obligations. Legal basis: legal obligation. | Retention: up to 10 years where anti-money-laundering law requires it. |
| Security, human checks, anti-spam, and audit logs | To protect the site, users, and forms against abuse, fraud, unauthorised access, and operational failures. Legal basis: legitimate interest and, where applicable, legal security obligations. | Retention: only for the period proportionate to security, audit, and incident-response purposes. |