Privacy Policy

Privacy Commitment Statement

At Mortgage Next, protecting your privacy is our priority. Below is how we ensure the confidentiality of the information we collect:

To offer tailored advice, we need to gather information about you. Whenever possible, we collect this directly from you. With your consent, we may also obtain it from other sources such as your employer or accountant. Incomplete or inaccurate information may impact our ability to provide suitable recommendations for your needs and financial situation.

In compliance with the Anti-Money Laundering and Counter-Terrorism Financing Act (AML/CTF) 2006, we are required to verify your identity. You will need to present identification documents such as passports and driver’s licenses to meet these obligations.

We handle your personal information confidentially and in accordance with the Mortgage Next Privacy Policy. Here’s how we may use your information:

1. Advice and Services: To provide financial and/or credit advice and services to you.
2. Disclosure to Authorized Parties: To other financial advisers, brokers, and individuals authorized by us to review your needs and circumstances, including other companies within our group.
3. External Service Providers: To external service suppliers, both domestic and international, who assist us in providing financial and/or credit advice and services. A list of countries where these service providers are located is available in our Privacy Policy.
4. Direct Marketing: To offer ongoing information about opportunities relevant to your financial needs (you can opt out at any time).
5. Legal Compliance: To disclose information as required or authorized by law, and to individuals authorized by you.

We take reasonable measures to protect your information from misuse, loss, unauthorized access, modification, or improper disclosure. You can request access to and correction of your information as detailed in our Privacy Policy. The Privacy Policy also explains how to make a privacy complaint.