07709 469 789

hello@brookesfinancialuk.co.uk

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Privacy Policy

Our Contact Details

Trading name: BrooKes Financial UK
Legal entity: SLC Complete Ltd
Registered address: c/o APC Accountancy, 73 Gilkes Street, Middlesbrough, TS1 5EH
Telephone: 07709 469789
Email: hello@brookesfinancialuk.co.uk
Website: www.brookesfinancialuk.co.uk

BrooKes Financial UK is a trading style of SLC Complete Ltd, an Appointed Representative of The Right Mortgage Ltd, which is authorised and regulated by the Financial Conduct Authority.

SLC Complete Ltd is registered in England and Wales, company number 11634970.

The Type of Information We Collect

We may collect and process information including:

  • Personal identifiers and contact details, such as your name, address, telephone number and email address
  • Personal and financial information relevant to the advice we provide
  • Employment and income information
  • Health and medical information where relevant to insurance advice or an application
  • Information about your existing insurance policies and protection needs
  • Identification information where required for regulatory, fraud-prevention or anti-money-laundering purposes
  • Information you provide when contacting us through our website, telephone, email, social media or other communication channels

Health information is classed as special category personal data and will only be processed where there is an appropriate lawful basis for doing so.

How We Get Your Personal Information and Why We Use It

Most of the personal information we process is provided directly by you when you contact us or ask us to provide insurance advice.

We may use this information to:

  • Understand your circumstances, needs and priorities
  • Provide insurance advice and recommendations
  • Obtain insurance quotations
  • Submit and administer insurance applications
  • Review your existing insurance arrangements
  • Provide ongoing client support
  • Assist you if you need to make a claim
  • Meet our legal and regulatory obligations
  • Prevent and detect fraud and financial crime

We may also receive information from insurers and other organisations involved in arranging, administering or servicing your insurance.

Who We May Share Your Information With

Where necessary, we may share your information with:

  • Insurance providers we approach on your behalf
  • The Right Mortgage Ltd and relevant regulatory or compliance partners
  • The Financial Conduct Authority where required
  • The Information Commissioner's Office where required
  • The National Crime Agency or other law-enforcement bodies where required
  • Customer relationship management, product sourcing and other systems used in providing our services

We will only share personal information where there is a legitimate or legal reason to do so.

Our Lawful Basis for Processing Your Information

Depending on the circumstances, we may process your personal information because:

  • It is necessary to provide a service you have asked us to provide or to take steps before entering into a contract
  • We have a legal or regulatory obligation
  • We have a legitimate interest
  • You have provided consent where consent is required

Additional legal conditions apply when we process special category personal data, including health information.

How We Store Your Personal Information

Your information is stored securely in electronic format using the systems we use to provide and administer our services.

We retain personal information for as long as necessary to meet our legal and regulatory responsibilities and to deal with any potential complaints or claims.

When your information is no longer required, it will be securely deleted or disposed of in accordance with our data-retention requirements.

Your Data Protection Rights

Under UK data protection law, you may have rights including:

  • Your right of access – You can ask us for copies of your personal information.
  • Your right to rectification – You can ask us to correct information you believe is inaccurate or complete information you believe is incomplete.
  • Your right to erasure – You can ask us to erase your personal information in certain circumstances.
  • Your right to restriction of processing – You can ask us to restrict the processing of your information in certain circumstances.
  • Your right to object to processing – You can object to the processing of your personal information in certain circumstances.
  • Your right to data portability – In certain circumstances, you can ask us to transfer information you provided to us to another organisation or to you.

Some of these rights are subject to legal and regulatory requirements, which may mean we are required to retain certain information even if you ask us to delete it.

To exercise any of these rights, please contact:

hello@brookesfinancialuk.co.uk

How to Complain

If you have any concerns about how we use your personal information, please contact us first so that we can try to resolve the matter.

You also have the right to make a complaint to the Information Commissioner's Office (ICO), the UK's independent regulator for data protection.