Effective Date: 12 May 2025
At Apex Mortgage and Protection Ltd. ("Apex", "we", "our"), we are committed to protecting your personal data and handling it with transparency, integrity, and in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
This privacy statement outlines how and why we collect, use, store, and share your personal data, as well as your rights in relation to that data.
Apex Mortgage and Protection Ltd. is the Data Controller for the personal information you provide. We may process your data directly or through our network partner, Stonebridge Group, where applicable.
To provide appropriate mortgage, protection, and financial advice, we may collect the following types of personal data:
We use your data for the following purposes:
Our lawful basis for processing your data is our legitimate interest in running our business, fulfilling contractual obligations, and complying with legal requirements.
Your data may be shared with the following third parties:
All third parties are contractually bound to handle your data securely and only for the specified purpose.
If you provide an email address, you consent to being contacted by email. While we take appropriate steps to secure email communications, you acknowledge the inherent risks of this method.
To support certain insurance applications, we may need to process health-related information. This data will only be collected with your explicit consent and will be handled with strict confidentiality. You may also have the option to provide such data directly to the insurer.
Your data is processed and stored by staff in the UK. Some data may be held in secure, UK-based cloud systems. Access to your data is restricted to authorised personnel.
We will retain your personal data for a minimum of six (6) years after the end of our business relationship or longer if legally required. The relationship is considered concluded when all related mortgage or insurance products have ended.
We’d like to keep in touch about relevant financial products or services. We’ll only do so:
You can change or withdraw your marketing preferences at any time.
You have the right to:
If you’re concerned about how your personal data is handled, you can contact:
Complaints Email: complaints@stonebridgegroup.co.uk
If unsatisfied with the response, you may escalate the matter to the Information Commissioner's Office (ICO): https://ico.org.uk/concerns
By providing your data, you confirm you have read and understood this Privacy Statement and how your information may be used.