Who we are
We are regulated by the Financial Conduct Authority for mortgage and insurance business. This Privacy Policy applies to the information and data collected by Axess Financial Services, including the information collected on our Websites. This Privacy Notice describes how we collect, receive, use, store, share, transfer, and process your personal information. If you do not agree with the data practices described in this Privacy Policy, you should not use the Websites.
The personal data we use
Is To provide you with a service.
We do not provide a recommendation. The data presented is based on the information available online as provided by individual lenders. You are responsible for the advice given to your clients. We recommend that you check all lenders criteria and calculation before applying. We do not hold responsibility in errors in calculations. With a highly complex system it is expected there will be some errors. Please submit any errors you find to info5@axessmax.com
Axess financial services fully comply with the law as set by GDPR and our regulators, The Financial Conduct Authority. We keep all your personal information confidential and secure and is used for the reason given in the table below. This information is only held for as long as necessary for the purpose of providing advice. We do not pass on your details to any external marketing company. It is only passed on to companies that comply with the GDPR rules to source their products and make applications on your behalf. Each company will have their compliance information on their Client Proposition documents provided on application.
Unless you can provide some or all of the information required we are unable to provide a service.
We DO NOT pass on or sell your data to any other third party. Any data collected are for internal use only, to enable the services on this website.
What information do we require
Contact
- Who you are
- Where you live
- How to contact you
- Servicing your product
- to retain records of any services or advice provided to you by us in order to defend potential legal claims or complaints
Personal Data
(We do not collect personal information from third parties)
- Name
- Place of work
- Address
- Contact details – email / Phone
- When subscribing – bank details
- Employment Details
- To make sure our products and services are suitable to you.
- To help with administration.
- To contact you with details of changes to products you have
bought. - For business analysis and research.
- For marketing products and services
we think may be suitable for you (unless you ask us not to send you this information).
Contractual
To verify your identity and financial profile by searching publicly available records held by relevant agencies.
To prevent fraud and money laundering we may pass your details to other companies, public bodies including the police or to an insurer’s database. Insurance companies can search databases for any relevant information that exists about you.
When you apply for a product or to receive a service from us, the application form you fill out or the resulting contract may contain additional conditions relating to the way we use and process your personal information. These will apply in addition to the uses described in this document. Based on this information the provider and/ or us, can decided not the provide the service or product requested.
Comments
When visitors leave comments on the site we collect the data shown in the comments form, and also the visitor’s IP address and browser user agent string to help spam detection.
Cookies
If you leave a comment on our site you may opt-in to saving your name, email address and website in cookies. These are for your convenience so that you do not have to fill in your details again when you leave another comment. These cookies will last for one year.
If you visit our login page, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.
When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select “Remember Me”, your login will persist for two weeks. If you log out of your account, the login cookies will be removed.
If you edit or publish an article, an additional cookie will be saved in your browser. This cookie includes no personal data and simply indicates the post ID of the article you just edited. It expires after 1 day.
Embedded content from other websites
Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.
These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.
Who we share your data with
If you request a password reset, your IP address will be included in the reset email.
How long we retain your data
If you leave a comment, the comment and its metadata are retained indefinitely. This is so we can recognize and approve any follow-up comments automatically instead of holding them in a moderation queue.
For users that register on our website (if any), we also store the personal information they provide in their user profile. All users can see, edit, or delete their personal information at any time (except they cannot change their username). Website administrators can also see and edit that information.
What rights you have over your data
If you have an account on this site, or have left comments, you can request to receive an exported file of the personal data we hold about you, including any data you have provided to us. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes.
Where your data is sent
You have certain rights under the GDPR. These include the right to:
Ask for a free copy of your personal information in a portable format.
- Stop us sending you marketing material about products and services.
- Have any incorrect information we hold about you corrected.
- Ask us to restrict processing of your personal data.
As the processing of your personal information is necessary for a legal obligation placed upon us by the FCA and may be required for the establishment, exercise or defence of legal claims, we will not be able to permanently delete your personal information until the end of the period we have deemed necessary.
Visitor comments may be checked through an automated spam detection service.
If you have any queries or need further information about our data protection policy you can contact the following by writing:
Data Protection Officer
Axess Financial Services, Suit 8, 101 Clapham High Street, London SW4 7TB