Privacy Policy (UK GDPR)
Last updated: 29.09.2025
Who we are
IMT Mortgages is a trading name of IMT Financial Limited (Company No.11660257). IMT Financial Limited is authorised and regulated by the Financial Conduct Authority (FCA No. 926461).
Contact: imt.financial7@gmail.com
Data Controller: IMT Financial Limited.
If you have any questions about this policy or your data, contact us at the email above with the subject line “Data Request – IMT”.
1) What data we collect
● Identity & contact: name, email, phone, business name, role.
● Case details: property type/value, deposit, loan purpose, timeframe, basicaffordability info supplied by you.
● Communications: emails, calls, messages, notes.
● Technical: IP address, device/browser info, cookies, analytics data.
● Marketing preferences: opt-in/opt-out choices.
2) How we collect it
● Forms on our website, email, phone, WhatsApp, and live chat.
● Referrals from introducers (with your consent or legitimate interest).
● Cookies/analytics (see “Cookies” below).
3) Why we use it (lawful bases)
● To provide quotes and brokerage services (contract/steps before a contract).
● To manage our relationship and comply with FCA/AML obligations (legal obligation).
● To improve our site and services (legitimate interests).
● To send service updates and relevant marketing (consent or legitimate interests where appropriate; you can opt out at any time).
4) Sharing your data
We may share your information with:
● Lenders and finance providers (to obtain illustrations/decisions).
● Specialist partners/introducers (where helpful and with your consent/legitimate interest).
● Professional advisers (accountants, solicitors), IT/hosting/CRM providers,analytics, and anti-fraud tools.
We do not sell your data.
5) International transfers
Where suppliers host data outside the UK/EEA, we ensure appropriate safeguards
(e.g., UK IDTA/Standard Contractual Clauses).
6) How long do we keep it
We retain records for as long as needed to deliver services and meet regulatory/AML requirements (typically 6–7 years after case closure), then securely delete/anonymise.
7) Your rights
You can:
● Access, rectify, or erase your data
● Restrict or object to processing
● Port your data
● Withdraw consent (where used)
● Complain to the ICO (ico.org.uk) if you’re unhappy, but please contact us first so we can help.
8) Cookies & analytics
We use cookies to operate the site, remember preferences, and analyse usage (e.g., Google Analytics). You can control cookies in your browser. If we run advertising (e.g., Google Ads), we may use conversion tracking and remarketing tags.
9) Security
We use appropriate technical and organisational measures to protect your data. No system is 100% secure; please take care with what you send us by email.
10) Third-party links
Our site may link to third-party sites. We’re not responsible for their content or privacy practices—please check their policies.
11) Updates to this policy
We may update this policy from time to time. We’ll post changes here with a new“Last updated” date.
Contact: imt.financial7@gmail.com