This policy became operational in April 2017 and is due to be revised in April 2018.                        

This policy describes how personal data is collected, handled and stored to meet the company’s data protection standards — and to comply with the law. This policy adheres to all eight principles outlined by the Data Protection Act. These principles say that personal data must:


  • Be processed fairly and lawfully

  • Be obtained only for specific, lawful purposes

  • Be adequate, relevant and not excessive

  • Be accurate and kept up to date

  • Not be held for any longer than necessary

  • Processed in accordance with the rights of data subjects

  • Be protected in appropriate ways

  • Not be transferred outside the European Economic Area (EEA), unless that country or territory also ensures an adequate level of protection


This policy helps to protect all parties from data security risks, including:


  • Breaches of confidentiality. For instance, information being given out inappropriately.

  • Failing to offer choice. For instance, all individuals should be free to choose how the company uses data relating to them.

  • Reputational damage. For instance, the company could suffer if hackers successfully gained access to sensitive data


What information do we collect about our clients?

KD3 Financial Consultancy Ltd collects personal information from clients, suppliers, business contacts and employees where a relationship has been established. Client information is collected and stored only when a formal business contract to receive a service has been agreed.


This can include:


  • Names of individuals

  • Postal addresses

  • Email addresses

  • Telephone numbers

…plus any other information relating to individuals


We may collect information when clients voluntarily complete satisfaction surveys, provide feedback and participate in online competitions. Website usage information is collected using cookies. We will use this information to provide the services requested and all clients will be given a choice to opt in to marketing communications. KD3 Financial Consultancy Ltd will not share a client’s information for marketing purposes with any third-party companies outside the Group.  The Group consists of two organisations: K2 Management Solutions Ltd and KD3 Financial Consultancy Ltd.


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T:   0115 784 4662