Under UK GDPR Article 15, any individual whose personal data you hold can request it — and you have one month to respond. Get it wrong and you face ICO enforcement. Get the identity verification wrong and you risk a data breach. Most firms handle SARs ad hoc, without a standardised form, identity verification framework, or documented process. That's unnecessary exposure — and entirely avoidable.
What's included:
UK GDPR Article 15 rights explanation in plain English — with eligible requestor categories covering clients, employees, contractors, beneficial owners, and third parties
Representative authorisation framework: parent/guardian, LPA, legal representative, and executor — with required identity documentation standards
Specific data categories requestable: financial records, KYC/AML documentation, CCTV, correspondence, system logs, and marketing preferences
Information the firm must provide beyond raw data: processing purposes, retention periods, automated decision-making disclosures, and third-country transfers
Exemptions and limitations: legal privilege, third-party rights, and crime prevention — with manifestly unfounded and excessive request refusal grounds and fee framework
Five-working-day acknowledgement requirement with one-month response timeline, two-month extension procedure, and ICO complaint escalation information
Ready-to-use fillable form template: personal details, specific request description, representative section, and confirmation signature
+ much more
Who is this for?
Data Protection Officers, Compliance Officers, and client-facing teams at FCA-regulated firms needing a professional, regulator-ready SAR intake process that protects both the firm and the individual.
How it works
Step 1 — Read it. Every section exists for a reason, grounded in a specific regulatory obligation.
Step 2 — Understand it. Map the content against your current practices. Identify where you're strong and where gaps exist.
Step 3 — Make it yours. Tailor the language to reflect how your organisation actually operates. A policy that sounds like your firm is a policy your people will follow.
Step 4 — Take ownership. Assign clear accountability — Board approval, named SMF holder, designated policy owner. A policy without an owner is a liability, not an asset.
Step 5 — Operationalise it. Embed the policy into your governance calendar, training programme, and annual review cycle. This is where compliance becomes culture.
Or, get this free with RegTechPRO
Access this alongside the full compliance policy library — SM&CR, COBS, AML, Consumer Duty, GDPR, and more — for a fraction of the cost of consultancy.
View RegTechPRO pricing and packages →
Under UK GDPR Article 15, any individual whose personal data you hold can request it — and you have one month to respond. Get it wrong and you face ICO enforcement. Get the identity verification wrong and you risk a data breach. Most firms handle SARs ad hoc, without a standardised form, identity verification framework, or documented process. That's unnecessary exposure — and entirely avoidable.
What's included:
UK GDPR Article 15 rights explanation in plain English — with eligible requestor categories covering clients, employees, contractors, beneficial owners, and third parties
Representative authorisation framework: parent/guardian, LPA, legal representative, and executor — with required identity documentation standards
Specific data categories requestable: financial records, KYC/AML documentation, CCTV, correspondence, system logs, and marketing preferences
Information the firm must provide beyond raw data: processing purposes, retention periods, automated decision-making disclosures, and third-country transfers
Exemptions and limitations: legal privilege, third-party rights, and crime prevention — with manifestly unfounded and excessive request refusal grounds and fee framework
Five-working-day acknowledgement requirement with one-month response timeline, two-month extension procedure, and ICO complaint escalation information
Ready-to-use fillable form template: personal details, specific request description, representative section, and confirmation signature
+ much more
Who is this for?
Data Protection Officers, Compliance Officers, and client-facing teams at FCA-regulated firms needing a professional, regulator-ready SAR intake process that protects both the firm and the individual.
How it works
Step 1 — Read it. Every section exists for a reason, grounded in a specific regulatory obligation.
Step 2 — Understand it. Map the content against your current practices. Identify where you're strong and where gaps exist.
Step 3 — Make it yours. Tailor the language to reflect how your organisation actually operates. A policy that sounds like your firm is a policy your people will follow.
Step 4 — Take ownership. Assign clear accountability — Board approval, named SMF holder, designated policy owner. A policy without an owner is a liability, not an asset.
Step 5 — Operationalise it. Embed the policy into your governance calendar, training programme, and annual review cycle. This is where compliance becomes culture.
Or, get this free with RegTechPRO
Access this alongside the full compliance policy library — SM&CR, COBS, AML, Consumer Duty, GDPR, and more — for a fraction of the cost of consultancy.
View RegTechPRO pricing and packages →
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