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Privacy Policy

Artificial Intelligence (AI) (delete section where not used to process client data). 

AI is the development of computer systems that can perform tasks, typically requiring human intelligence, often by processing large amounts of data to achieve goals.

(personalise the section below to reflect the tool, its functionality, and safeguards in place)

To enhance the quality, efficiency, and accuracy of our services, we use AI to assist with:

  • Recording and transcribing meetings, although you can opt out of being recorded.
  • Generating meeting notes and summaries
  • Drafting correspondence and documentation
  • Conducting checks for compliance with internal procedures

We are committed to protecting your privacy and ensuring that any information processed is handled securely.  If you have any questions or concerns about the AI we use in relation to your personal information, please contact us directly. 

Sharing Your Personal Data
From time to time Your Personal Data will be shared with:

  • Mortgage lenders/Insurance providers
  • Third parties who we believe will be able to assist us with your enquiry or application, or who are able to support your needs as identified. These third parties will include but may not be limited to, our compliance advisers, product specialists, estate agents, providers of legal services such as estate planners, conveyancing, surveyors and valuers (in each case where we believe this to be required due to your particular circumstances).

In each case, Your Personal Data will only be shared for the purposes set out in this Customer Privacy Notice, i.e. to progress your mortgage and insurance enquiry and to provide you with our professional services.

Please note that this sharing of Your Personal Data does not entitle such third parties to send you marketing or promotional messages, it is shared to ensure we can adequately fulfil our responsibilities to you, and as otherwise set out in this Customer Privacy Notice.

We do not envisage that the performance by us of our service will involve Your Personal Data being transferred outside of the United Kingdom or European Economic Area.  

Security and retention of Your Personal Data
Your privacy is important to us and we will keep Your Personal Data secure in accordance with our legal responsibilities. We will take reasonable steps to safeguard Your Personal Data against it being accessed unlawfully or maliciously by a third party.

We also expect you to take reasonable steps to safeguard your own privacy when transferring information to us, such as not sending confidential information over unprotected email, ensuring email attachments are password protected or encrypted and only using secure methods of postage when original documentation is being sent to us.

Your Personal Data will be retained by us either electronically or in paper form for a minimum period of 6 years following the advice/service you receive from us, although your data could be held for a longer period where this may be needed to meet the requirements of our regulatory bodies.

Your rights in relation to Your Personal Data
You can:

  • request copies of Your Personal Data that is under our control
  • ask us to further explain how we use Your Personal Data
  • ask us to correct, delete or require us to restrict or stop using Your Personal Data (details as to the extent to which we can do this will be provided at the time of any such request)
  • ask us to send an electronic copy of Your Personal Data to another organisation should you wish
  • change the basis of any consent you may have provided to enable us to market to you in the future (including withdrawing any consent in its entirety)

Collection of data from a third party to support you
Where identifiable data is collected from a third party such as a family member or a trusted friend, this information will only be used for the purpose of supporting with the contract for the supply of services as outlined in this notice and not for any other reasons.

How to make contact with our Firm in relation to the use of Your Personal Data
If you have any questions or comments about this document, or wish to make contact in order to exercise any of your rights set out within it please contact us.