Data Protection

During our conversation or meeting we will complete a detailed Fact Find to enable appropriate advice to
be given to you for a mortgage and/or other related insurance products.

Our company is an Appointed Representative of Home of Choice Ltd who will process all information in accordance with the Data Protection Act 1998 and it will be treated as private and confidential now and
in the future. The only exceptions to this will be when the law requires us to disclose information or, with your consent, where disclosure is necessary when arranging or servicing your mortgage or protection contracts.

To fulfill our regulatory obligations, we will retain copies of your records for no longer than is necessary or for the duration of the contract. You have the right to inspect these records at any time. We may make a charge of up to £20 to provide your records.

Our Future Relationship

Our business relationship with you is important and we would like to be able to contact you by telephone, post or email from time to time to review your mortgage, associated protection products and other services that may be of interest to you.