GDPR

Please note, we are currently updating this section of the website in readiness for the General Data Protection Regulation (GDPR).

The GDPR implementation date is 25th May 2018, so over the coming weeks we will be sending newsletter updates to our customers informing them about the changes. We will also be uploading several template documents below so that our customers can use these going forwards in order to comply with the GDPR, these will range from Manuals to Assessment forms etc.

This manual specifically focuses on the rules relating to the General Data Protection Regulation (GDPR) and the requirement for privacy relating to customers data held on file.  It includes detailed guidance on the principles, the lawful basis in which firms should use in order to process personal data along with a procedure that regulated firms should follow. The manual also includes guidance on customers individual rights, data received from a third party and privacy notice.

In this bundle you will also receive a Confirmation Form that individuals within the firm can sign and date to confirm they have read and understood the manual.  This can then be counted towards their CPD and evidence their understanding of GDPR.

You can purchase now or join our member’s club and gain access to all our documents, manuals, policies and templates.

We have produced a number of documents to help regulated firms meet the General Data Protection Regulation (GDPR).  Our Privacy Notice and our version that we produced for websites we are particularly proud of.  All of our documents are specifically aimed at Mortgage, Equity Release and Insurance Brokers, unless stated otherwise.

You can purchase now or join our member’s club and gain access to all our documents, manuals, policies and templates.

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