Privacy Notice
Clearview Mortgage Solutions Limited is committed to protecting your privacy and handling your personal data in a transparent and secure way, in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
Who we are
Clearview Mortgage Solutions Limited, The Residence Coworking, New Mead Barn, Wickham Hall, Hadham Road, Bishop's Stortford, Hertfordshire, CM23 1JG.
0203 829 9515 | compliance@clearviewmortgage.co.uk
FCA Register number: 1013885. Company number: 15400843. Registered in England and Wales.
We are the data controller responsible for your personal data.
What personal data we collect
We may collect and process personal data including:
Personal and financial data
- Name, address, contact details and date of birth
- Identification documents
- Employment, income and financial information
- Credit history and commitments
- Mortgage and insurance details
Special category data
Where necessary (for example, for insurance applications), we may also process special category data, such as health information, and criminal conviction data, strictly in line with UK GDPR requirements.
How we collect your data
We collect personal data:
Sources
- Directly from you (by phone, email, forms, meetings or online systems)
- From third parties such as mortgage lenders, insurers, credit reference agencies, employers and public records
Electronic and credit checks
We may use electronic ID and credit-checking systems where appropriate.
How we use your data
We use your personal data to:
- Provide mortgage and insurance advice
- Arrange and administer mortgage and insurance products
- Submit applications to lenders and insurers
- Communicate with you about your enquiry or application
- Meet FCA, legal and regulatory obligations
- Manage complaints and compliance matters
Legal basis for processing (UK GDPR)
Under UK GDPR, we process your personal data on the following lawful bases:
Lawful bases
- Contract – to provide our services to you
- Legal obligation – to meet regulatory and compliance requirements
- Legitimate interests – to run our business effectively and provide a professional service
- Consent – where required, particularly for marketing communications
Special category and criminal data
Special category and criminal data are processed only where necessary for insurance and regulatory purposes.
No third-party marketing
Your data is shared only to provide our services and is not shared for third-party marketing.
International transfers
We do not routinely transfer your personal data outside the UK or the European Economic Area (EEA).
How long we keep your data
We retain your personal data for at least six years after our services end, or longer where required by law or regulation.
Your rights under UK GDPR
You have the right to:
Your rights
- Access your personal data
- Request correction of inaccurate data
- Request deletion or restriction of processing (where applicable)
- Request data portability
- Withdraw consent for marketing at any time
- Lodge a complaint with the Information Commissioner's Office (ICO)
How to contact us
Complaints
You can also complain to the UK data protection regulator: Information Commissioner's Office (ICO), Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF.