Who we are

This privacy policy applies to Status Financial Services Limited, https://statusmortgageservices.co.uk/ and related mobile applications. It tells you (the customer) what to expect when we collect personally identifiable information about you.

We will not collect any personally identifiable information about you unless it is in response to you using our website or actively applying for one of our products or services. We value your privacy and the security of your personally identifiable information is extremely important to us. The lawful basis by which we are collecting information from you is “the performance of a contract”.

This privacy policy is regularly reviewed to make sure that we continue to serve your privacy interests. We reserve the right to update this privacy policy as we deem necessary. Any changes will be posted on our site and if you have an account with us, we will email you directly if we deem it necessary.

For the purpose of the General Data Protection Regulation (GDPR) 2018, the registered data controller is Status Financial Services Limited whose registered office is 12 Schooner Walk, Upnor, Rochester, Kent, ME2 4GZ. Our trading address is 12 Schooner Walk, Upnor, Rochester, Kent, ME2 4GZ .

What information we collect

When you complete our Client Fact-Find on our website or on with your dedicated mortgage consultant, we collect the following information from you:

• Name, address and contact details;
• Employment details;
• Financial information such as banking details, salary, savings, and financial commitments; and
• Any other personally identifiable information necessary for the completion of a mortgage application.
• In addition to the above, we collect information from you through your communications with us – for example:
  • Identification and address verification;
  • Payslips and contracts of employment;
• Self-assessment tax returns and tax year overviews;
• Bank statements;
• Your credit reports.

We also collect information about your computer, including your browser type, your operating system, your device type and your IP address. We collect this information for site optimisation and product and service improvements. For more information on this please refer to our cookie policy.

We may also collect personal information from you over the telephone for mortgage or life insurance purposes. We may record telephone calls for training and monitoring purposes.

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.

How we will use your information:

The information we collect about you will be mainly used for the purpose of applying for a mortgage or any other product or service we offer. There are also other ways in which we will use your information – these are detailed below.

How we will use your information to:

• Manage any mortgage application(s) we are submitting on your behalf;
• Manage any life insurance application(s) we are submitting on your behalf;
• Carry out market research, profiling and business and statistical analysis including the formation of a view on you as an individual in order to service you and others better;
• Test our systems and develop our products (or any other similar purpose);
• Comply with any regulatory obligation we are obliged to; and
• If you have consented, we will contact you by any medium you have agreed to or provided us with details of, in relation to our goods and services.

How we hold your personal data on our systems:

• All data pertaining to a completed mortgage application will be kept on our systems for 6 years after completion in line with our regulatory requirements;
• If you have not completed on a mortgage application yet we will keep your data on file. It is your responsibility to ensure the information we hold is up to date;
• All data (including special categories of date) relating to any Life Insurance products you take out; and
• We may also use your data for internal statistical analysis purposes, although we will anonymise this data.

We may share your information with the following entities:

• Any Status Financial Services group company;
• Any regulatory/governmental body, ombudsmen or law enforcement agency who has jurisdiction;
• Any electronic identification firm we use for identification and address verification purposes only. Where this happens, this will leave a soft print on you credit file and will not affect your score.
• A mortgage lender, to allow us to make a mortgage application on your behalf;
• Any third parties that participate in the entire mortgage journey (e.g. solicitors, valuers, conveyancers and mortgage clubs);
• Suppliers who process your data on our behalf; we will have written contracts in place with such entities which require them to process your data only in accordance with our instructions;
• Any person or legal entity to whom we sell or transfer (or initiate discussions with to sell or transfer) our business or any part of it or any of our rights or obligations under any agreement we may have with you. If the transfer goes ahead, you agree that the purchaser can use your data in the same way as us; and
• Life Insurers with whom we complete Life Insurance applications on your behalf. We will ensure your data remains within the EEA and as a result is captured under the General Data Protection Regulation. If for any reason we use third parties that are domiciled outside of the EEA any such data storage will undergo further enhanced controls and checks, dependent on the country of storage. We will inform you of any such instance where this may occur.

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.