There are several ways in which we may collect your personal information. Your personal information will usually be provided to us directly by you, however your personal information may also be provided to us on your behalf by:
- your employer;
- the firm that you are authorised by;
- any mortgage club that your firm is associated with;
- any intermediary software provider that you may use;
- if you are an Appointed Representative, by the Principal of the firm that you are authorised by (your network).
We will only receive personal information from the firms detailed above if there is a contract in place between us and the firm that confirms that the firm has permission to pass your personal information to us. We may collect personal information about you:
- via enquiry or registration forms;
- via our telephone calls with you, which may be recorded;
- via face-to-face meetings, industry roadshows or seminars;
- via feedback forms and forums;
- when you purchase any of our products or services;
- when you fill out a survey, or vote in a poll on our website;
- through quotes and application forms;
- through management information reports;
- from policyholders to whom you have sold a policy;
- when you provide your details to us either online or offline; and
- through our use of cookies. You can find out more about this in our cookies policy which can be found here.
We may also collect your personal information from:
- publicly available sources of information, such as your company website, the FCA register or social media and networking sites;
- organisations that have a specific role laid out in law, such as statutory bodies, regulatory authorities and other authorised bodies;
- fraud prevention agencies and operators of registers available to the insurance industry to check information and prevent fraud;
- third party databases made available to the insurance industry, as well as databases where you have given your permission to share information with a third party like us;
- credit reference agencies; and
- any other person or firm authorised by you to provide us with your personal information.