Your information

Privacy Notice

Donlevy Mortgages is a trading style of Donlevy Mortgages Ltd. Donlevy Mortgages Ltd is committed to protecting your privacy. This notice explains the basis on which we use personal information supplied directly by you or by an authorised third party. Donlevy Mortgages Ltd is responsible for processing the personal information you supply and is registered with the Information Commissioner’s Office under registration number ZC142968. We process personal data in line with the UK GDPR and the Data Protection Act 2018.

Using this website

You can visit this website without identifying yourself or revealing personal information. We use necessary browser storage to remember your cookie choice. Optional Google Ads conversion measurement will only be activated after you give consent and once the tracking service has been configured.

You can accept, reject or manage optional measurement when the cookie banner appears, and change your choice at any time through “Cookie settings” in the footer. Further details are set out in our Cookie Notice.

The contact form collects your name, an email address and/or phone number, and a broad enquiry type. When you submit the form, those details pass through our IONOS-hosted website and are delivered to Donlevy Mortgages as an email enquiry. We use them to respond to your enquiry and do not use them for marketing unless you agree separately. Please do not provide bank details, account numbers, or detailed financial or medical information through this initial form.

The form uses hidden anti-spam checks and short-lived rate limiting. For this purpose, the web server may temporarily process a pseudonymised value derived from your IP address. It is not included in the enquiry sent to Donlevy Mortgages and is used only to prevent repeated automated submissions. If you arrange a call through a linked third-party service, that service is also governed by its provider’s own privacy notice.

What information do we collect?

To arrange a mortgage, loan or other plan or service for you, we will need to collect a wide range of personal data and financial information. We will only collect information that is pertinent to the service we provide and will hold it only for as long as necessary.

We will retain and process your personal information based on our ‘Terms of Business’ contract with you, our statutory and legal obligations, our regulatory requirements and our legitimate business interests.

How is the information collected?

We collect information through telephone calls, email (including an enquiry sent through the website contact form), text messages, social media, post, video meetings and face-to-face meetings, as well as through third-party services you choose to use.

The information may be collected directly by Donlevy Mortgages Ltd or from third parties that you have authorised to pass your personal information to us.

How is the information used?

Donlevy Mortgages Ltd will use personal data received to process your request for a mortgage, loan or other plan or service on your behalf. You may advise us at any time should you no longer wish us to use your data. We will use the information in several ways to improve how we support our customers, which includes but is not limited to:

• Letting you know about changes to our products and services.
• Confirmation of your identity.
• Quality assurance, compliance oversight, and fraud investigation and prevention.
• Confirmation of the documents and information you provide to us.
• Keeping our records up to date and complying with regulatory and legal obligations.
• Administration and review of the mortgages, finance and products we have arranged for you.
• Helping us to assess your needs for protection plans in connection with your borrowing.
• Conducting surveys to help us improve our service.

Who will your information be shared with?

To arrange a mortgage, loan or other plan or service we will need to share your personal data with relevant third parties. These third parties include mortgage lenders, product providers, surveyors, solicitors and other parties that relate to your applications.

When we proceed with a mortgage, loan or other plan or service for you and your data is shared with a lender or provider, we recommend you also read their Privacy Notice in conjunction with ours. This can be found on the lenders or providers website or our central page here: https://connectbrokers.co.uk/lenderprivacy/

As Donlevy Mortgages Ltd is an Appointed Representative of Connect IFA Ltd, information about you will be shared with Connect IFA Ltd, our Network, to assist with processing your application and for compliance oversight purposes.

If your request for services has come from an introducer of business to Donlevy Mortgages Ltd, we may share limited information with the introducer for the purposes of keeping them informed as to how your application is progressing.

We use third-party software systems, including cloud-based storage, to help manage mortgage, loan and product applications and to process and verify the personal information you supply. Our suppliers are required to protect your information, use it only for the contracted service and comply with applicable UK data-protection requirements.

Marketing

We will seek your explicit consent to provide you with general market news and updates and to inform you of any products and services offered by Donlevy Mortgages and its associated companies that are not connected with your specific mortgage, loan or other plan or service. If you use a service offered by Donlevy Mortgages, you will not automatically be opted in to marketing without your consent. We will not provide your personal data to any unconnected third party in connection with marketing.

We will obtain explicit consent from you verbally, during a meeting, by email or by completion of a consent form, and will keep a record of your consent.

Marketing may include emails, telephone calls, social media and postal marketing. You can advise us of your preferences on how you would like us to provide marketing and the marketing content that is of most interest to you. You may update your preferences at any time and you may also withdraw your consent at any time.

Changes to our Privacy Notice

It may be necessary to update this privacy notice from time to time to meet legal, regulatory and commercial requirements. Please visit this page from time to time and take note of any changes. Any personal data collected prior to any change will not be affected by the change without your permission.

This notice reflects the UK GDPR and the Data Protection Act 2018 and may be updated if legal, regulatory or operational requirements change.

Changes of ownership

Donlevy Mortgages Ltd may from time to time sell or transfer control of the company. Any personal data supplied by you where relevant to the part of the business being sold or transferred will be transferred to the new owner or controlling party and will continue to be used under the terms of this notice for the purposes that the personal data was originally supplied to us.

Access

You have a right to access any personal information we hold about you. To request access or for any questions about this privacy notice please contact:

Document reference: ARPRIVACYNOTICE V10022020