Data Protection

Bonnar Financial Services Ltd is a Data Controller under the Data Protection Act 1998 (‘the Act’). This statement confirms Bonnar Financial’s commitment to protect your privacy and to process your personal information in a manner which meets the requirements of the Act.

Why we need your personal information

The information we collect may include:

  • Name and job title
  • Contact information
  • Age, disability status, ethnicity, gender and nationality
  • Occupation and company details
  • Other information relevant to:
    • Furthering the interests of citizens in relation to financial matters;
    • Furthering the interests of consumers in relevant markets;
    • Promoting competition; and
    • Other statutory functions.
  • Other information relevant to our HR function

Bonnar Financial may use this information for the following reasons:

  • To carry out our statutory functions
  • Licensing and registration
  • Complaints and dispute handling
  • Investigations
  • Research
  • Improve our services
  • Send information to you which we think may be of interest to you
  • Staff administration, including HR functions
  • To pass your details to accountants, consultants and other professionals for the purpose of obtaining professional advice and complying with contractual obligations
  • To comply with our legal and regulatory obligations


Bonnar Financial has appropriate technical and organisational measures in place to prevent the unauthorised or unlawful processing of your personal information, and accidental loss or destruction of, or damage to, your personal information.

Retention of personal information

We will not keep your personal information for longer than is necessary for our purposes