Privacy Policy

Why does this Policy exist?

Funding Partner Experts is committed to protecting your personal data and privacy rights. For the purposes of applicable data protection laws, including the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018, Funding Partner Experts acts as both a Data Controller and a Data Processor, depending on the activity:

As a Data Controller – we determine the purposes and means of processing your personal data.

As a Data Processor – we may process data on behalf of third-party organisations (e.g., finance providers), in line with their instructions and agreements.

This Privacy Notice explains how we collect, use, disclose, and safeguard your personal information in both roles.

What does this Policy cover?

This policy outlines how we handle personal information collected directly or indirectly (e.g., via our website, phone, in person, or through third parties), including:

What personal data we collect and how we use it.

Your rights and how to exercise them.

For any questions, please contact us at [email protected] or via the details on our Contact Us page.

How is your personal data collected?

We collect personal data through:

1. Forms and applications on our website.

2. Telephone and email communications.

3. Credit reference and fraud prevention agencies.

4. Public sources (e.g., Companies House, Electoral Register).

Providing Personal Data About Others

You must not provide us with personal data about another person without their clear and informed consent. By providing data about others, you confirm they have authorised you to act on their behalf and consented to the processing of their data.

Call Recording & Cookies

Call Recording: We may record telephone calls for security, complaints resolution, and staff training.

Cookies: Our website uses cookies to improve performance. You can manage these via your browser settings. Restricting cookies may impact your browsing experience.

What type of personal information do we collect?

Depending on the context, we may collect:

Contact info (Name, title, email, phone).

Financial details (Income, credit information, banking details).

Employment and residential status.

Special Category Data: Where relevant (e.g., for specific insurance or finance products), we may collect sensitive health information with your explicit consent.

How we use your personal data

We process data under the bases of Consent, Contract, Legal Obligation, and Legitimate Interests. We use this data to:

1. Assess applications and creditworthiness.

2. Communicate with you and provide support.

3. Carry out compliance and regulatory checks.

4. Conduct marketing (only with your explicit consent).

Sharing your personal information

We may share your data with members of our corporate group, financial institutions/funders, professional advisers, and regulators. We do not sell your personal data.

Data Retention

We retain data only as long as necessary. Typical periods include:

1. Enquiries: Up to 3 years after contact.

2. Contracts: Minimum 6 years post-termination.

3. Managing your marketing preferences

You can opt out of marketing at any time by:

Clicking “unsubscribe” in our emails.

Emailing: [email protected]

Your rights

You have the right to request a copy of your data, correct inaccuracies, request erasure, or object to processing. To exercise these rights, please contact:

Email: [email protected]

Post: Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF

Complaints

If you are dissatisfied with how we handle your data, you may complain to the UK Information Commissioner’s Office (ICO).

ICO Website: ico.org.uk

ICO Registration Number: ZB862851