APEX Mortgages & Protection Ltd is an Appointed Representative of PRIMIS Mortgage Network, a trading name of PTFS/FC/AMF (Our Network).
To enable us to provide you with appropriate advice, we must collect and hold certain personal information about you. The Data Controller for the personal data you supply is Stonebridge Group. All information will be processed in accordance with the General Data Protection Regulation (GDPR) and the Data Protection Act 2018.
We take our data protection obligations seriously. All staff are trained and required to comply with formal data protection policies and procedures to ensure your personal data is secure and privacy is maintained.
We may need to collect and share your personal information for the following purposes:
If you provide an email address, you consent to receiving communications via email. While we take reasonable precautions to secure email communications, you accept the inherent risks associated with this method of communication.
Your data will be processed by our staff in the UK and shared with selected third parties only when necessary for the services we provide or to comply with legal obligations. Your information may be stored on cloud-based systems located within the UK.
We will retain your personal data for a minimum of six years after the end of our business relationship or longer if required to meet lawful purposes. The business relationship is typically considered over when any mortgage or insurance product arranged through us has ended.
We value our customers and may contact you about financial products or services that might interest you. We will only do so with your permission and will retain contact details for up to five years unless you renew your consent.
If relevant to your needs, you may provide sensitive personal data (e.g., health conditions or disabilities) to assist with insurance applications. This data will only be collected with your explicit consent and shared with insurers as necessary. Some insurers may offer the option to provide this information directly to them.
Under data protection laws, you have the following rights:
If you wish to raise a complaint about how your personal data is handled, you can contact complaints@stonebridgegroup.co.uk. If you remain dissatisfied, you can escalate your complaint to the Information Commissioner’s Office (ICO) via their website or by writing to:
Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF.