GDPR came into effect from the 25th May 2018. As such, we spent over 150 hours reading, delivering training and producing documents that Brokers could easily implement into their business.
Our GDPR Manual is a wealth of information, confirming the different legal basis and which ones apply to Brokers all the way through to how data should be held. As Brokers will generally use the legitimate interest legal basis to hold client data, as they have a legitimate reason to hold it, we produced a Legitimate Interest Assessment that supports why this legal basis is preferred.
We also produced a Privacy Notice that is specifically designed for Mortgage and Insurance Brokers which can easily be personalised and implemented within minutes of downloading.