At Respective Financial Services T/A Mortgageable, we are committed to protecting and respecting your privacy. This Privacy Policy is designed to help you understand how we collect, use, disclose, and safeguard your personal information when you use our mortgage broker services. We adhere to all applicable data protection laws in the United Kingdom, including the General Data Protection Regulation (GDPR).

Please take a moment to read this Privacy Policy carefully to understand our practices regarding your personal information. By engaging our services, you consent to the terms described herein.

We may collect and process the following types of personal information:

• Personal Information: This includes your full name, date of birth, contact details (address, email,
  phone number), and national identification number (e.g., National Insurance number or passport
  number).

• Financial Information: We collect financial information such as income, expenses, credit history,
  and bank account details, which is essential for mortgage assessment and application.

• Property Information: Details about the property you wish to purchase or refinance, including
  the property’s value, location, and purpose.

• Communication Data: Information related to your communication with us, including emails, call
  records, and chat messages.

• How information is collected: We collect data directly from you and the documents you provide us with.

We use your personal information for the following purposes:

• Mortgage Services: To provide you with mortgage brokerage services, including assessing your
  eligibility, finding suitable mortgage products, and facilitating the application process.

• Communication: To communicate with you about your mortgage application, updates, and any
  additional information required.

• Compliance with Legal Obligations: To comply with our legal and regulatory obligations, including anti-money laundering (AML) and know-your-customer (KYC) checks

• Marketing: With your consent, we may use your information to send you information about our
  services, promotions, or updates that may be of interest you.

• Improve Our Services: We may use your data to analyze and improve our services, enhancing the mortgage application process and customer experience.

We may share your personal information with third parties for the following purposes:

3.1. Lenders and Providers: To facilitate your mortgage application, we may share your information
with lenders, insurance providers, solicitors, and other relevant service providers.

3.2. Regulatory Bodies: We may disclose your information to regulatory bodies or authorities as
required by law or in the interest of preventing fraud.

3.3. Third-party Service Providers: We may use third-party service providers to assist us in delivering our services, such as IT providers, marketing agencies, and customer service support.

We take the security of your personal information seriously. We implement appropriate technical
and organisational measures to protect your data from unauthorised access, disclosure, alteration,
and destruction. We will hold information only as long as necessary, typically for a minimum of 6 years after our relationship ends. Longer retention may apply depending on the type of transaction you complete with us.

You have certain rights regarding your personal information, including the right to access, rectify, and delete your data. You also have rights relating to automated decision-making withdrawal of consent, restriction of processing, data portability and opting out of marketing. To exercise these rights or if you have any privacy-related concerns, please contact us using the information provided below.

We may update this Privacy Policy from time to time to reflect changes in our practices or for legal
reasons. Any updates will be posted on our website, and we encourage you to review this policy
periodically.

If you have any questions, concerns, or requests regarding this Privacy Policy or your personal
information, please contact us at:

Email –

management@mortgageable.co.uk

Post –

The Old Rectory

Rectory Lane

Winwick

Warrington

WA2 8LE

Telephone –

03330 906030

Respective Financial Services T/A Mortgageable is registered with the Information Commissioner’s Office (ICO).

ICO Registration Number: ZB594719

:

Your privacy is important to us. We are committed to handling your personal information responsibly
and transparently. By using our services, you agree to the practices described in this Privacy Policy.

ICO Contact Information

Email – available directly on their website

Website  – www.ico.org.uk

Address –

Information Commissioner’s Office

Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

Telephone –  0303 123 1113