Privacy Statement
Overview
Simply Mortgage Place is committed to protecting your privacy. Simply Mortgage Place, provide the services and content available on www.simplymortgages.org.uk (together or individually referred to as “the site) and are committed to protecting and respecting your privacy.
This policy (together with the terms of use and any other documents referred to in it) sets out the basis on which any personal data Simply Mortgage Place collects from Users, or that Users provide to Simply Mortgage Place, will be processed. Please read the following carefully to understand Simply Mortgage Place’ views and practices regarding your personal data and how it will be treated.
Simply Mortgage Place is responsible for the processing of the personal information you provide us and is registered with the ICO (Information Commissioners Office) in the UK under the General Data Protection Regulation.
How We Use Your Personal Data
The below table sets out how we use your personal data, the lawful bases upon which we collect and use your personal data who we routinely share your personal data with:
Reason for Data Processing | Lawful Basis for Data Processing | |||||
To provide you with
intermediary services |
financial | planning, financial | advice | and | any | Performance of contract |
To provide you with details of products and services we offer and from third
parties that may be of interest to you in accordance with your preferences. |
Consent | |||||
To retain records of any financial planning, financial advice, product arrangement or other services provided to you by us to meet regulatory
requirements. |
Compliance with a legal obligation | |||||
To retain records of any financial planning, financial advice, product
arrangement or other services provided to you by us to defend potential complaints or legal claims. |
Legitimate interests |
In the course of our activities relating to the prevention, detection and investigation of financial crime, we may process
criminal conviction or offence information. Where we do so, in addition to the lawful basis for processing this information
set out in the above table, we will be processing it for the purpose of compliance with regulatory requirements relating to
unlawful acts and dishonesty.
Marketing
We may use personal data that we hold about you to help us identify, tailor and provide you with details of products and services from us or third parties that may be of interest to you in accordance with your preferences.
You can opt-out of receiving marketing material, or you can change your marketing preferences at any time by emailing your instructions to: dataprotection@corbelpartners.co.uk I can also opt-out of marketing by clicking the ‘Unsubscribe’ link at the bottom of any marketing email.
When Information Must Be Provided by You, we will tell you if providing some personal data is optional and ask for your consent to process it. In all other cases you must provide your personal data in order for us to provide you with our services.
How Long Your Personal Data Will Be Kept
We will retain personal information we collect when we have an ongoing legitimate need to do so.
When we no longer have a legitimate need to retain personal information, we will either delete it or anonymise it, or, if this is not possible then we will securely store it and isolate it from any further processing until deletion becomes possible.
International Data Transfers
The transfer of personal data to countries which are located outside the European Economic Area is generally prohibited
unless:
- The jurisdiction in which the recipient is located is deemed to provide an adequate level of data
protection. - The data exporter puts in place appropriate safeguards; or
- A derogation or exemption applies.
Your Rights
You have legal rights under data protection regulation in relation to your personal data as follows:
- If you wish to access, correct, update or request deletion of your personal information, you can do so at any time by
contacting us using the contact details provided under the “How to contact us” heading below: - In addition, you can object to processing of your personal information, ask us to restrict processing of your personal information or request portability of your personal information. Again, you can exercise these rights by contacting us using the contact details provided under the “How to contact us” heading below:
- You have the right to opt-out of marketing communications that we send you at any time. You can exercise this right by clicking on the “Unsubscribe” or “Opt-out” link in the marketing e-mails we send you. To opt-out of other forms of marketing (such as postal marketing or telemarketing), then please contact us using the contact details provided under the “How to contact us” heading below:
- Similarly, if we have collected and processed your personal information with your consent, then you can withdraw your consent at any time. Withdrawing your consent will not affect the lawfulness of any processing we conducted prior to your withdrawal, nor will it affect processing of your personal information conducted in reliance on lawful processing grounds other than consent:
- You have the right to complain to the Information Commissioners Office about our collection and use of your personal information. For more information, please see below under the heading ‘Our Supervisory Authority’. We respond to all requests we receive from individuals wishing to exercise their data protection rights in accordance with applicable data protection laws.
Keeping Your Personal Data Secure - We have appropriate security measures in place to prevent personal data from being accidentally lost, used or accessed
in an unauthorised way. We limit access to your personal data to those who have a genuine business need to know it.
Those processing your information will do so only in an authorised manner and are subject to a duty of confidentiality.
We also have procedures in place to deal with any suspected data security breaches. We will notify you and any applicable regulator of a suspected data security breach where we are legally required to do so.
Our Supervisory Authority
If you are not happy with the way we collect and use your personal information, you have a right to lodge a complaint with the Information Commissioners Office (ICO). It has enforcement powers and can investigate compliance with data protection regulation.
Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF. Telephone: 0303 123 1113. Fax: 01625 524510. Website: www.ico.org.uk [External link]
We ask that you please attempt to resolve any issues with us before referring the matter to the ICO.
How to contact us:
If you are not satisfied with the level of information provided, or you would like to exercise any of the above rights or make a complaint, please email:
- The Data Protection Officer at dataprotection@corbelpartners.co.uk, or write to: The Data Protection Officer 750 Mandarin Court, Warrington, WA1 1GG, with enough information to identify you, e.g. name, telephone number, email address.
Please also provide proof of your identity and address and explain the information to which your request relates.
You are expected to check this page from time to time to take notice of any changes Simply Mortgage Place made, as they are binding on you, however data taken before any changes will not be affected without your individual permission.
This Privacy Policy was last updated on 3rd October ‘ 2022.
Contacting Simply Mortgage Place
Questions, comments and requests regarding this privacy policy are welcomed and should be addressed to:
Simply Mortgage Place, Office 3.4,3rd Floor,02 Universal Square,Devonshire Street North, Manchester, M12 6JH.or email to info@simplymortgages.org.uk or by telephone on 0161 5182536.