Terms and Conditions | Mortgage and Insurance Provider in Long Stratton, Norfolk

Making sure personal data is secure and properly dealt with is of paramount importance in our dealings with you. It is therefore important you understand what information we will take, why we need it, and how we will process your details.

Who will process my data?
HL Partnership Limited will process your data in order to provide our services. HL Partnership Limited is authorised and regulated by the Financial Conduct Authority.

What data will you ask me for?
In order to verify that you meet the required standards of fitness and propriety, we need to obtain information about you, your personal circumstances, your financial services experience and your future ambitions. Some of the information will be private and may be sensitive, such as financial information including business and personal debts and credit commitments, legal proceedings and adverse credit.

Do I have to provide my personal data?
In order for us to consider an application to become an adviser or appointed representative of HL Partnership Limited, you must provide all the information we ask for as openly and honestly as possible. Non-disclosure could result in your application being declined or, where the non-disclosure is discovered post appointment, could lead to the agreement being terminated. If you are unsure whether information needs to be disclosed, you should either disclose this anyway to allow us to decide whether it is relevant, or speak to a member of the team for guidance.¸

How will you use my data?
The primary reason we will process your data is to do our job (performance of contract). Specifically we will use your data to:

Assess your fitness and propriety as a potential member of the HL Partnership Limited network;

Assess your ongoing fitness and propriety once appointed to the network;

Provide network and market updates to member firms and advisers;

Provide training and development opportunities to help businesses and individuals be more successful.

We may also process your information in order to meet our legal and regulatory requirements. These may include:

Complying with the regulations set out by the Financial Conduct Authority and other regulators as required;

Preventing financial crimes such as money laundering and fraud by passing your details to other relevant bodies such as the police and National Crime Agency where required.

We may also process your personal data for our own legitimate interests. Typically, these would be limited to:

Analysing our business for trends and research how we can improve our services to members;

Reviewing the work we have carried out for you to ensure we have met the regulations and quality standards;

Ensuring we are able to exercise or defend legal challenges in the future.

How long will you store my data?
We will only keep your personal information as long as necessary. How long that is depends on the type of data however in most cases, your personal data will be stored for an indefinite period as we need to keep evidence that we have fulfilled our legal and regulatory requirements.

Can I see a copy of my personal data?
Yes. Please write to our Data Controller (details below) and we will provide a copy of any personal data we hold about you within one calendar month of receiving your request. Please note that we may need to verify your identity before providing the information.

What if my data is incorrect or incomplete?
You have the right to have your data corrected or completed by contacting our Data Controller in writing (details below). Please be aware that we may need to maintain records of information as it was disclosed at the time of your application.

Can I have my data erased?
In most cases, we will not normally be able to erase your personal data. This is because we are obliged to maintain records of our dealings with you, even where applications to join the network are unsuccessful. This is typically to evidence compliance with regulatory processes and in some cases, to exercise or defend legal claims in future.

Who is the data controller
Our Data Controller is:
Tony Carrington
Property House, The Street, Long Stratton, Norwich, NR15 2XQ
Telephone: 01508 486 053
Email: tony@excelmortgageservices.co.uk

Our registration number on the Information Commissioner’s Office register is Z3285178

How can I get more information?
If you would like further details on how we use your personal information or if you have any data protection queries, please write to:
The Data Protection Officer, HL Partnership Limited, 6 Merus Court, Meridian Business Park, Leicester, England LE19 1RJ
Telephone: 01903 602 664*
Facsimile: 01903 538 852
Email: compliance@hlpartnership.co.uk
*Telephone calls may be recorded and monitored for training and security purposes.

If you’d like to make a complaint about how we have handled your personal data, please write in the first instance to The Data Protection Officer at the above address.

If you are not satisfied with the Data Protection Officer’s response, you can make a complaint to:
Information Commissioner's Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF
Telephone: 0303 123 1113 (local rate) or 01625 545 745 (national rate)
Email through their website at: https://ico.org.uk/concerns/

DATA PROTECTION STATEMENT

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