If we use technology solutions to assist in the collection of Your Personal Data for example software that is able to verify your credit status. Wewill only do this if we have consent from you for us or our nominated processor to access your information in this manner. With regards to electronic ID checks we would not require your consent but will inform you of how such software operates and the purpose for which it is used.

### What happens to Your Personal Data when it is disclosed to us?

In the course of handling Your Personal Data, we will:

- • and store Your Personal Data in our paper files, mobile devices and on our computer • and store Your Personal Data in our paper files, mobile devices and on our computer systems ( websites, email, hard drives, and cloud facilities ). This information can only be accessed by employees and consultants within our Firm and only when it is necessary to provide our service to you and to perform any administration tasks associated with or incidental to that service
- • Your Personal Data to Product Providers / Pension Providers / Mortgage Lenders / • Your Personal Data to Product Providers / Pension Providers / Mortgage Lenders / Commercial Lenders and / or Insurance Product providers, both in paper form and on-line via a secure portal. The provision of this information to a third party is essential in allowing us to progress any enquiry or application made on your behalf and to deal with any additional questions or administrative issues that lenders and providers may raise.
- • Your Personal Data for the purposes of responding to any queries you may have in relation • Your Personal Data for the purposes of responding to any queries you may have in relation to any Investment / Mortgage / Pensions and /or Insurance you may take out, or to inform you of any developments in relation to those products and/or polices of which we might become aware

### Sharing Your Personal Data

From time to time Your Personal Data will be shared with:

- • Providers / Investment Providers / Mortgage lenders / Finance lenders and • Providers / Investment Providers / Mortgage lenders / Finance lenders and Insurance providers.
- • parties who we believe will be able to assist us with your enquiry or application, or • parties who we believe will be able to assist us with your enquiry or application, or who are able to support your needs as identified. These third parties will include but may not be limited to, our Compliance Advisers, Product specialists, estate agents, providers of legal services such as estate planners, conveyancing, surveyors and valuers (in each case where we believe this to be required due to your particular circumstances).

In each case, your Personal Data will only be shared for the purposes set out in this customer privacy notice, i.e. to progress your Investment / Mortgage / Pensions and /or Insurance enquiry and to provide you with our professional services. Please note that this sharing of Your Personal Data does not entitle such third parties to send you marketing or promotional messages: it is shared to ensure we can adequately fulfil our responsibilities to you, and as otherwise set out in this Customer Privacy Notice. We do not envisage that the performance by us of our service will involve Your Personal Data being transferred outside of the European Economic Area.