Information About You

Network Details (if you are an Appointed Representative)

Panel History

Bank Details for Procuration Fee Payments (Directly authorised only). If you are an 'AR' we will use the bank details of your network to make procuration fee payments.

If you are and Appointed Representative, we will use the bank details of your network to make procuration fee payments.

By clicking submit you are confirming you have read and agree to the declarations below.

We aim to process all registration forms within 2 working days of receipt.

Declaration

I declare that I have never made a fraudulent application for a financial product either for myself or on behalf of a client. I declare and understand that:

  1. Principality Building Society and its subsidiaries (referred to collectively and individually in this document as PBS) may share the information provided in my application to join the Principality Brokerpoint Panel (including the information above) with fraud prevention agencies and my company/network. If false, inaccurate or incomplete information is provided and fraud is suspected, PBS reserves the right to notify fraud prevention agencies accordingly, and law enforcement agencies in the UK and in other countries may access and use this information. PBS and other organisations may also access and use any of this information to prevent fraud and money laundering, for example when: checking details on applications for savings accounts and products or for credit and credit-related or other facilities; managing savings, credit and creditrelated accounts or facilities; recovering debt; checking details on proposals and claims for all types of insurance; checking details of job applicants and employees, and considering applications to join a lender’s panel of intermediaries, or undertaking a review of an existing panel. PBS and other organisations in the UK may access and use the information recorded by fraud prevention agencies.
  2. If I submit a fraudulent or suspected fraudulent mortgage application to PBS on behalf of myself or a client, and PBS suspect that I knew, or could reasonably have been expected to have known (for example by carrying out proper checks) that the application was fraudulent, PBS reserve the right to notify fraud prevention agencies accordingly and law enforcement agencies in the UK and in other countries may access and use this information. PBS may disclose this information to my company/ network, and relevant regulators. PBS and other organisations may also access and use any of this information to prevent fraud and money laundering, for example when: checking details on applications for savings accounts and products or for credit and credit-related or other facilities; managing savings, credit and credit-related accounts or facilities; recovering debt; checking details on proposals and claims for all types of insurance; checking details of job applicants and employees, and considering applications to join a lender’s panel of intermediaries, or undertaking a review of an existing panel. PBS and other organisations in the UK or other countries may access and use the information recorded by fraud prevention agencies.
  3. I agree to be bound by and comply with PBS’s Brokerpoint Terms of Business for Use, as updated from time to time. Please telephone us on 0330 333 4000 if you want details of those credit reference and relevant fraud prevention agencies from whom we obtain and with whom we record information about you. You have a legal right to these details.
  4. In order for us to provide you with our services we are required to take from you the personal information requested above. If you do not provide us with the information we request, we may not be able to provide our services to you. You do have the right to access your information and exercise your data rights at any time. We will keep your information until the end of our relationship plus 6 years.
    For further information on how we process your information, how you can exercise your rights, how long we store your data and how to make a complaint, please refer to our online Privacy Policy or contact our Data Protection Officer at Principality House, Queen Street, Cardiff.

Principality. Where home matters.