What we collect, how we use it, who we share it with and the rights you keep — in plain words.
We may collect your name, contact details, date of birth, and financial information that you choose to provide when making an enquiry or applying for a financial service. Newsletter subscribers may provide only their name, email address, and date of birth.
Depending on the service, information may include employment details, income, borrowing requirements, insurance needs, investment objectives, property information, or other financial circumstances. You should provide only information that is reasonably necessary for your request.
Information may be used to assess eligibility, process enquiries, facilitate your request with the relevant lender, insurer, investment provider, or financial institution, administer requested services, meet legal and regulatory obligations, prevent fraud, and provide updates you have opted into.
We do not sell personal information or provide it to unaffiliated marketers for their own advertising purposes. Where necessary to fulfil your request, information may be shared with relevant regulated providers, financial institutions, authorized service partners, and essential technology or processing providers.
Reasonable technical and organizational safeguards may include encryption, role-based access controls, authentication measures, security monitoring, restricted system access, and appropriate data-handling procedures. Access to financial information is limited to authorized personnel who require it for legitimate business purposes.
Personal information is retained only for as long as reasonably necessary to provide requested services, maintain appropriate records, prevent fraud, resolve disputes, and meet applicable legal or regulatory requirements. Different services may require different retention periods.
Where a requested service involves an external lender, insurer, investment provider, financial institution, warranty provider, or other authorized organization, that organization may process your information under its own privacy practices and applicable legal obligations.
Depending on applicable law, you may request access to your personal information, correction of inaccurate information, deletion where permitted, restriction of certain processing, or a copy of information held about you. You may also have the right to withdraw consent where consent is the applicable basis for processing.
You may unsubscribe from marketing or newsletter communications at any time using the available unsubscribe option. Unsubscribing from marketing communications does not necessarily affect communications that are required to provide a service or meet legal and regulatory obligations.
The website may process technical information such as browser type, device information, IP address, timestamps, and website interactions. Cookies or similar technologies may be used for essential functionality, security, preferences, or permitted analytics.
Although reasonable safeguards are used to protect information, no electronic transmission, website, or storage system can be guaranteed to be completely secure. Do not submit passwords, authentication codes, payment credentials, or other highly sensitive security information through general enquiry forms.
This Privacy Policy may be updated when services, technologies, data-processing practices, or applicable legal and regulatory requirements change. The latest version should be reviewed before submitting personal information.