The type of personal information we collect:
We currently collect and process the following information:
How we get the personal information and why we have it:
Most of the personal information we process is provided to us directly by you for one of the following reasons:
This information is collected on a ‘contractual’ basis to assist us with providing you with a mortgage and protection advice service.
We also receive personal information indirectly, from the following sources in the following scenarios:
Insurers – Will provide us with necessary information to assist in providing advice,
We use the information that you have given us in order to provide you with mortgage and/or insurance advice.
We may share this information with:
Under the General Data Protection Regulation (GDPR), the lawful bases we rely on for processing this information are:
How we store your personal information:
Your information is securely stored in electronic format using our customer relationship management system, The Key.
Additionally, we also make use of market leading product sourcing technology provided by Mortgage Brain, Trigold, iPipeline and AIR sourcing.
We keep the above personal information for as long as is necessary to fulfil our regulatory and legal responsibilities. This means that we will retain your information for as long as you are legally able to file a complaint or as long as we have a legal obligation to do so under Anti-Money Laundering legislation. We will then dispose your information by permanently deleting from our files.
You data protection rights:
Under data protection law, you have certain rights; including:
You are not required to pay any charge for exercising your rights. If you make a request, we have one month to respond to you.
Please contact us at: email@example.com if you wish to make a request.
How to complain:
If you have any concerns about our use of your personal information, you can make a complaint to us at firstname.lastname@example.org
You can also complain to the Information Commissioner’s Office [ICO] if you are unhappy with how we have used your data.
The ICO’s address:
Information Commissioner’s Office
Helpline number: 0303 123 1113
ICO website: www.ico.org.uk