Privacy

Privacy collection notice

[TO BE COMPLETED — requires review before any email capture goes live]

Information we collect

The website forms and tools may collect your name, contact details, business profile, financial figures, borrowing commitments, property assumptions and the purpose of your enquiry.

Why we collect it

We collect this information to respond to enquiries, provide requested tool outputs, maintain publication waitlists and assess which finance services may be relevant to the position you submit.

Who it may be disclosed to

Where required to progress an enquiry, information may be disclosed to prospective lenders, our aggregator and service providers that support the delivery and administration of our services. We do not submit an application without discussing it with you.

Access and correction

You may request access to, or correction of, personal information we hold by emailing adam@charterpointfinance.com or calling 0474 459 253.