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Connect IFA Ltd are committed to protecting your privacy. This policy statement, together with any document referred to within, sets out the basis on which we will use the personal information you supply to us directly yourself or supplied to us by a third party. Connect IFA Ltd is responsible for the processing of the personal information you supply and is registered with the Information Commissioners Office under the UK Data Protection act 1998, registration number Z9394496.
We have structured our website so that you can visit without identifying yourself or revealing any personal information.
If you review or download information from the website, this information is tracked to enable us to provide you with tailored information and to give us information about your use of our website. This action will not personally identify you.
Should you wish to complete a contact or enquiry form on the website or through our connected portals, we collect and store the personal information supplied to us via secure servers to enable us to fulfil your request.
Any personal information you chose to disclose via the website or portals will be processed in accordance with this privacy notice.
To arrange a mortgage, loan or an associated plan for you, we will need to collect a wide range of personal data and financial related information. Our UK based team will only collect information that is pertinent to the service we provide and will hold this information only for as long as necessary.
We will also collect credit or debit card details to make payments for Connect IFA Ltd services and to pass to relevant parties such as lenders and surveyors. This information will not be retained after payment has been made.
We will retain and process your personal information based on our ‘Terms of Business’ contract with you, our statutory and legal obligations, our regulatory requirements and our legitimate business interests.
We collect information via a variety of means which include website forms, telephone calls, email, text messages, social media, post, fax and face to face meetings. We may also monitor and record our telephone conversations with you.
The information may be collected directly by Connect IFA Ltd and its staff or from third parties to whom you have agreed may pass your personal information to Connect IFA Ltd.
Connect IFA Ltd will use personal data received to process your request for a mortgage, loan or other associated product on your behalf. We will also use the information in several ways to improve how we support our customers, which includes but is not limited to:
To arrange a mortgage, loan or other products we will need to share your personal data with relevant third parties. These third parties include mortgage lenders, product providers, surveyors, solicitors and other parties that relate to your applications.
If your request for services has come from an Appointed Representative of Connect IFA Ltd, any additional personal data we collect directly may be shared with the Appointed Representative.
If your request for services has come from an introducer of business to Connect IFA Ltd, we may share limited information with the introducer for the purposes of keeping them informed as to how your application is progressing.
We use third party software systems including cloud-based storage, to help us to manage mortgage, loan and product applications and to process and verify the personal information you supply to us. All software suppliers store any data in the UK and are subject to UK regulations including the UK Data Protection Act 1998 and are obliged to keep your details securely and use them only to fulfil the contracted service.
We will seek your explicit consent to provide you with general market news and updates and to inform you of any products and services offered by Connect IFA Ltd and its associated companies that are not connected with your specific mortgage, loan or product application. If you use a service offered by Connect IFA Ltd, you will not automatically be opted in to marketing without your consent. We will not provide your personal data to any unconnected third party in connection with marketing.
We will obtain explicit consent from you either verbally, via our website, via meetings face to face including shows and events, by email, or by completion of a consent form and will keep a record of your consent.
Marketing may include emails, telephone calls, social media and postal marketing. You can advise us of your preferences on how you would like us to provide marketing and the marketing content that is of most interest to you. You may update your preferences at anytime and you may also withdraw your consent at anytime.
This policy was last updated on the 3rd April 2018. On the 25th May 2018, The Data Protection Act 1998 will be superseded by The Data Protection Act 2018 supplemented by GDPR. This Privacy Notice sets out most of your rights under the new act but may be updated further when the changes come in to effect.
Connect IFA Ltd may from time to time sell or transfer the control of the company. Any personal data supplied by you where relevant to the part of the business being sold or transferred will be transferred to the new owner or controlling party and will continue to be used under the terms of this policy for the purposes that the personal data was originally supplied to us.
You have a right to access any personal information we hold about you.
Connect IFA Ltd,
39 Station lane,
Phone: 01708 676110
We take all such steps as are reasonably necessary to provide a fast and reliable website, but exclude to the fullest extent permitted by law any liability for the security of the services on the Website or for any disruption of the Website however caused, loss of or corruption of any material in transit, or loss of or corruption of material when downloaded onto any computer systems. We provide access to the Website on an ‘as is’ basis and make no representations or warranties of any kind as to the Website or the content. We make no representations or warranties about the accuracy, completeness or suitability for any purpose of the content published on the Website. Any liability however it occurs, for any such inaccuracies or errors are expressly excluded to the fullest extent permitted by law. A person who is not a party to this Agreement may not exercise any rights under the Contracts (Rights of Third Parties) Act 1999.
All rights and interests in all intellectual property in all materials and all concepts within or downloaded from the website or provided directly from Connect (including but not limited to its design, structure, narrative, graphics, expertise, software and its source code) will remain our property at all times. You gain no ownership of material and are solely licensed to use the Materials whilst these terms exist.
The Website may contain advertising. Advertisers are responsible for ensuring that material submitted for inclusion on the Website complies with applicable laws, codes and regulations. We exclude to the fullest extent permitted by law any responsibility for any error or inaccuracy appearing in any advertising material.
We may from time to time run competitions, free prize draws and/or other promotions on the Website. These will be subject to additional Terms and Conditions that will be made known to you at the relevant time.
It is our intention to provide you with a high level of customer service at all times. If there is an occasion when we do not meet these standards and you wish to register a complaint please contact us by writing to: Complaints Department, Connect IFA Limited, 39 Station Lane, Hornchurch, Essex, RM126JL or by phone: 01708 676111. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service www.financial-ombudsman.org.uk.