Privay Policy

Your Personal Data
To enable us to give you the right advice, we will need to hold some personal information about you. The Data Controller in relation to any personal data you supply is Stonebridge Group and any information you give will be processed in accordance with the General Data Protection Regulation. We take our obligations under the General Data Protection Regulations (GDPR) and Data Protection Act 2018 seriously. All our staff are provided with appropriate training and required to comply with formal data protection policies, guidelines and procedures designed to keep personal data secure and support privacy.

Why we need it
We need to know basic personal data and may share this information:

• To enable Stonebridge Group and our representatives to manage your dealings with us. We may use personal information supplied to meet your needs in arranging a mortgage, loan, protection and any associated arrangements. Data will be processed in the legitimate interest of the business
• To disclose information to any third parties relevant to the transaction; such as lenders, insurers, lending specialists or contracted software providers. Data will be processed in the legitimate interest of the business.
• In order to verify your circumstances, third parties may be contacted such as your employer, accountant or credit reference agency. Data will be processed in the legitimate interest of the business.
• For compliance monitoring purposes, your data may be made available to the Financial Conduct Authority. Data will be processed in the legitimate interest of the business.
• To allow Stonebridge Mortgage Solutions Ltd. or their representatives to conduct compliance monitoring, to prevent financial crime, and to contact you for the purpose of ensuring you have received adequate advice. Data will be processed in the legitimate interest of the business. Necessary for our legitimate interests (to operate our business effectively)If you do not provide this information, then we will be unable to provide the services you have requested. We will not collect any personal data from you that we do not need in order to provide and oversee the services we provide. If you provide an e-mail address, you consent to us sending communications by e-mail. While we will take reasonable steps to ensure security of information by e-mail, you accept the risks involved with this type of communication.

What we do with your data
All the personal data we hold about you will be processed by our staff in the United Kingdom. Selected third parties as detailed above will have access to your personal data where there is a service they provide to us or there is a legal obligation for us to provide them with this. Please be aware, however, that your information may be stored on a cloud-based system whose servers are located within the United Kingdom.