Client information
Privacy Policy
DRAFT / MOCK-UP: Replace all bracketed information and obtain compliance approval before public use.
Who controls your information?
Holkate Financial Services Ltd is the data controller. Contact details: [INSERT DATA CONTROLLER DETAILS].
Information we collect
We may collect contact, identity, financial, employment, health and other information needed to respond to enquiries, provide advice, arrange products, meet legal obligations and manage our relationship with you.
How we use information
Approved lawful bases and retention periods must be inserted here. [INSERT GDPR LAWFUL BASES, RECIPIENTS, INTERNATIONAL TRANSFERS AND RETENTION DETAILS].
Your rights
You may have rights of access, correction, erasure, restriction, objection and data portability, subject to applicable law. You may also complain to the Data Protection Commission.