Gameplan Financial Ltd is an Appointed Representative of PRIMIS Mortgage Network a trading name of First Complete Limited (Our Network)
During the course of dealing with us, we will ask you to provide us with detailed personal information relating to your existing circumstances, your financial situation and, in some cases, your health and family health history (Your Information). We would like to explain to you what we will need to do with Your Information, and the various rights you have concerning Your Information.
Your Information means any information describing or relating to you. Your Information may identify you directly, for example, your name, address, date of birth, National Insurance number and the like.
Your Information may also identify you indirectly, for example, your employment situation, your physical and mental health history, or any other information that could beassociated with your cultural or social identity.
In the context of providing you with assistance concerning your mortgage and/or insurance requirements Your Information may include:
When we speak with you about your mortgage and/or insurance requirements we do so on the basis that a contract for the supply of services is in place between us. To perform that contract, and to arrange the products you require, we have the right to use Your Information for the purposes we set out below.
Alternatively, either in the course of initial discussions with you or when the contract between us has come to an end for whatever reason, we have the right to use Your Information provided it is in our legitimate business interest to do so and your rights are not affected. For example, we may need to respond to requests from mortgage lenders, insurance providers and our Network relating to the advice we have given to you, or to
make contact with you to seek feedback on the service you received.
On occasion, we will use Your Information to enable us to meet any contractual responsibilities we may owe our Network, or for wider compliance with any legal or regulatory obligation to which we might be subject. If this were to arise, we would be processing Your Information to meet legal compliance or other regulatory obligation to which we are subject.
Upon request of our assistance for your insurance needs, in particular life insurance and insurance that may assist you in the event of an accident or illness, we will ask you information about your ethnic origin, your health and medical history (Your Special Data). We will record and use Your Special Data to make enquiries of insurance providers in relation to insurance products that may meet your needs and to provide you with advice regarding the suitability of any product that may be available to you.
If you have parental responsibility for children under the age of 16 it is also very likely that we (and consequently our Network) will record information on our systems that relates to those children and potentially, to their Special Data.
The arrangement of certain types of insurance may involve disclosure by you to us of information relating to historic or current criminal convictions or offences (together “Criminal Disclosures”). This is relevant to insurance related activities such as underwriting, claims and fraud management.
Your Special Data and any Criminal Disclosures will be used by us in the same way as Your Information generally, as set out in this Customer Privacy Notice.
When we process your Special Data and any Criminal Disclosures we do so on the basis that it is in the substantial public interest to be able to provide vital insurance products and as permitted by UK data protection related laws and regulations from time to time. Information on Special Category Data and Criminal Disclosures must be capable of being exchanged freely between insurance intermediaries such as our Firm, and insurance providers, to enable customers to secure the important insurance protection that their needs require.
We will collect and record Your Information from a variety of sources, but mainly directly from you. You will usually provide information throughout our initial meetings or conversations to establish your circumstances and needs and preferences concerning mortgages and insurance. You will provide information to us verbally and in writing, including email.
We may also obtain some information from third parties, for example, credit checks, information from your employer, and searches of information in the public domain such as the voters roll. If we use technology solutions to assist in the collection of Your Information, such as software that can verify your identity online or to access your credit status and/or bank account entries, then you will be required to provide your consent for
us or our nominated processor to access your information in this manner, and details of how such software operates will be provided to you before the activation of the service.
In the course of handling Your Information we will:
From time to time Your Information will be shared with or transferred to:
Please note that this sharing of Your Information 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 Information being transferred outside of the European Economic Area.
Our Network is authorised and regulated by the Financial Conduct Authority (FCA). Our Network is responsible for the quality of the advice that we provide to you concerning your mortgage and/or insurance products, where those products are regulated by the FCA. In the course of doing so, our Network will also process Your Information generally, including Your Special Data and Criminal Disclosures.
In the course of handling Your Information and Your Special Data/Criminal Disclosures our Network will:
Your Information and Your Special Data/Criminal Disclosures will be retained by our Network either electronically or in paper format for a minimum of six years and possibly for a longer period where this is required to enable the Network to fulfil its legal and regulatory obligations.
Your privacy is important to us and we will keep Your Information secure in accordance with our legal responsibilities. We will take reasonable steps to safeguard against Your Information being accessed unlawfully or maliciously by a third party, accidentally lost, destroyed or damaged.
We also expect you to take reasonable steps to safeguard your 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 sent to us.
Your Information will be retained by us either electronically or in paper format for a minimum of six years, or if longer than six years, the duration of this Firm’s relationship with you.
You have the right to:
If you have any questions or comments about this document or wish to make contact to exercise any of your rights set out within it please contact: Gary Thorpe – Director at Gameplan Financial Ltd– email: firstname.lastname@example.org or write to – Gameplan Financial Ltd, 61 Church Way, North Shields, Tyne and Wear, NE29 0AE.
If we feel we have a legal right not to deal with your request, or to take a different course of action from your request, we will inform you of this at the time.
You should also make contact with us as soon as possible upon becoming aware of any unauthorised disclosure of Your Information, so that we may investigate and fulfil our regulatory obligations.
If you have any concerns or complaints as to how we have handled Your Information or Your Special Data/Criminal Disclosures you may lodge a complaint with the UK’s data protection regulator, the ICO, who can be contacted through their website at https://ico.org.uk/global/contact-us/ or by writing to Information Commissioner’s Office,Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF.