Home and Beyond Finance 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. Home and Beyond Finance 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.
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 other plan or service 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 Home and Beyond finance 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 Home and Beyond Finance and its staff or from third parties to whom you have
agreed may pass your personal information to Home and Beyond Finance.
Home and Beyond Finance will use personal data received to process your request for a mortgage, loan or other plan or service
on your behalf. You may advise us at any time should you no longer wish us to use your data. We will use the
information in several ways to improve how we support our customers, which includes but is not limited to:
• Letting you know about changes to our products and services.
• Confirmation of your identity.
• Training of our staff and fraud Investigation and prevention.
• Confirmation of the documents and information you provide to us.
• Keeping our records up to date and complying with regulatory and legal obligations.
• Administration and review of the mortgages, finance and products we have arranged for you.
• Helping us to assess your needs for protection plans in connection with your borrowing.
• Conducting surveys to help us improve our service.
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To arrange a mortgage, loan or other plan or service 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.
When we proceed with a mortgage, loan or other plan or service for you and your data is shared with a lender or
provider, we recommend you also read their Privacy Notice in conjunction with ours. This can be found on the
lenders or providers website or our central page here: https://connectbrokers.co.uk/lenderprivacy/
As an Appointed Representative of Connect IFA Ltd, information about yourself will be shared with Connect IFA Ltd
who are our Network. Connect IFA Ltd assist us with the processing your application as well as for compliance
oversight purposes.
If your request for services has come from an introducer of business to (your company), 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 Regulations 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 Home and Beyond Finance and its associated companies that are not connected with your
specific mortgage, loan or other plan or service. If you use a service offered by Home and Beyond Finance, 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.
It may be necessary to update this privacy policy from time to time to meet legal, regulatory and commercial
requirements. Please visit this page from time to time and take note of any changes. Any personal data collected
prior to any change will not be affected by the change without your permission.
On the 25th May 2018, The Data Protection Act 1998 was 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 if regulation changes in the future.
Home and Beyond Finance 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. To request access or for any questions about
this privacy policy please contact: Home and Beyond Finance Ltd, 51 Wolfe Street Eastleigh SO509RE, +44 7868006480, contactus@homeandbeyondfinance.com
