Claims Handling Documents


  • Privacy Notice – Claims Handling Firms – Word Document
  • Privacy Notice Website Template – Claims Handling Firms – Word Document
  • Legitimate Interests Assessment (LIA) – Claim Handling Firms – Word Document
  • GDPR Consent Form – Word Document
  • GDPR Consent Register – Excel Document

We have produced a number of FCA claims handling templates and 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.

FORMAT: All documents are downloadable via email upon receipt of payment.