General Data Protection Regulation changes from Monday 5th February 2018

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On Friday 25th May 2018, new European Union (EU) legislation called the General Data Protection Regulation (GDPR) will come into effect impacting all industries and organisations.

In preparation for the new regulation, from Monday 5th February 2018, we will be making some changes to our sales process:

Updated Privacy Notice

The customer Privacy Notice will be updated to ensure the content conforms to the new regulation and is easier to understand.

The notice will continue to form part of the Customer Confirmation document which has been updated and made available for you to download from our website.

When placing an application with us, it is your responsibility to ensure the client has been provided with the Customer Confirmation document at the start of the application process, and the client’s responsibility to share a copy with any absent parties.

Marketing Consents

Under the new GDPR rules, clients can no longer be opted-in to marketing automatically; explicit consent must be provided by the client.

When placing your client’s application using our online system, we do not currently ask you to specify the client’s marketing preferences, there will be no change to this process and we will ensure they are not automatically opted-in to any marketing activity.

If your client wishes to provide their marketing consents, they can do so by contacting Halifax directly on 03457 203040.

Additional information

Form more information please see the GDPR Key Changes Guide, in the Literature section of our website.

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For independent information on mortgages, visit the website 'Money Advice Service'.

If you do not have professional experience, you should not rely on the information contained in this communication. If you are a professional and you reproduce any part of the information contained in this communication, to be used with or to advise retail clients, you must ensure it conforms to the Financial Conduct Authority's advising and selling rules. This site is intended for UK residents unless otherwise stated.

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