Why We Need You to Read This Document

In our interactions, we’ll request detailed personal information from you. This includes data about your current circumstances, financial status, and sometimes sensitive information regarding your health and family medical history. We want to ensure you’re fully aware of how we’ll manage this information and the rights you have concerning it.

Clarifying What We Mean by “Your Information”

“Your Information” refers to any data that describes or relates to you. This could be direct identifiers like your name, address, and date of birth, or indirect identifiers like your employment details, health history, and other personal aspects.

When assisting you with your mortgage or insurance needs, we might need to collect various pieces of information, including:

• Personal identifiers and contact details necessary for verifying your identity
• Employment and financial details, such as your income, employment history, and bank account information
• Health status and medical history to appropriately advise on insurance products

How We Handle and Use Your Information

Our primary basis for handling your information is the contractual relationship between us, which allows us to provide the requested services effectively. Additionally, we may use your information to comply with legal obligations or for legitimate business interests, such as responding to inquiries or improving our services.

In specific cases, such as insurance related to health, we might collect sensitive data, which will be used strictly for providing you with suitable advice and options.

Collection and Disclosure of Your Information

We gather your information directly from you during our discussions and also from third-party sources as necessary. This information is stored securely and is shared only with relevant parties like mortgage lenders or insurance providers to fulfill our service commitments to you.

Your Rights and Security Measures

You have several rights regarding your information, including accessing, correcting, or requesting the deletion of your data. We are committed to securing your information against unauthorized access or loss and expect you to take precautions when sharing information with us.

Contacting Us

If you have any questions or need further clarification about how we use your information, please do not hesitate to contact us at;

TGP Mortgage & Insurance Brokers

32 Chester Street

Wrexham

LL13 8TJ

We are here to ensure your data is handled respectfully and transparently.

Thank you for taking the time to understand these important aspects of our service. We look forward to serving you with the highest standards of confidentiality and professionalism.