We will only process your personal data where it is lawful and necessary to do so. Your personal data are processed:
- To facilitate our legitimate interests to identify new business opportunities, develop enquiries, generate new business leads and develop a business relationship with you;
- For the purposes of entering into and performing a pension mortgage loan agreement, including:
- Establishing the Pension Beneficiary’s eligibility;
- Processing the pension mortgage application;
- Conducting financial, security and credit due diligence and reviews;
- Contacting you on matters relating to the contract;
- Recovering debts owed to us.
- To enable us to comply with our legal, statutory and regulatory obligations. For example:
- Conducting anti-money laundering checks on beneficial owners of the Pension Beneficiary;
- The preparation and audit of financial statements in compliance with company law;
- Reporting and responding to requests from regulatory bodies, law enforcement agencies, the courts or otherwise;
- To manage our everyday business needs in line with our legitimate interests, such as risk management, accounting, business continuity, complaint management, troubleshooting, technical support, protection of our assets and information, and to establish, exercise and safeguard our rights.
- Where you have provided us with consent to use your personal data for marketing or referral purposes.
