Data Protection Register - Entry Details

The following is a broad description of the way this organisation/data controller processes personal information. To understand how your own personal information is processed you may need to refer to any personal communications you have received, check any privacy notices the organisation has provided or contact the organisation to ask about your personal circumstances.

We process personal information to enable us to act as an intermediary for any financial transactions including mortgage and insurance broking, and debt administration to our clients; promote our goods and services; maintain our own accounts and records and to support and manage our staff.

We process information relevant to the above reasons/purposes. This may include:

• personal details
• family details
• lifestyle and social circumstances
• financial details
• employment and education details
• goods or services provided

We also process sensitive classes of information that may include:

• physical or mental health details
• racial or ethnic origin
• religious or other beliefs
• trade union membership
• offences and alleged offences

We process personal information about:

• clients
• suppliers
• professional advisers and consultants
• enquirers, complainants
• employees

We sometimes need to share the personal information we process with the individual themself and also with other organisations. Where this is necessary we are required to comply with all aspects of the Data Protection Act (DPA). What follows is a description of the types of organisations we may need to share some of the personal information we process with for one or more reasons.

Where necessary or required we share information with:

• current, past or prospective employers
• family, associates and representatives of the person whose personal data we are processing
• financial organisations
• business associates and professional advisers
• educators and examining bodies
• employment and recruitment agencies
• healthcare and welfare organisations
• credit reference agencies
• debt collection and tracing agencies
• other companies in the same group
• suppliers and services providers
• trade and employer associations
• central government
• law enforcement and prosecuting authorities
• ombudsmen and regulatory authorities
• traders in personal data
• courts and tribunals

Transfers

It may sometimes be necessary to transfer personal information overseas. When this is needed information is only shared within the European Economic Area (EEA). Any transfers made will be in full compliance with all aspects of the data protection act.