Privacy Policy

Your data protection and data privacy is important to us.


Lockie Consultants (UK) Ltd is a data controller and committed to protecting the rights of individuals in line with data protection legislation.


This Privacy Policy was updated in view of the requirements of the EU General Data Protection Regulation (GDPR). We may change this policy from time to time to reflect changes in the law or in the provision of our services.

What data we will collect about you:



Personal and contact information

Name, where you live and how to contact you


Details about your work and profession


Details about the services we provide to you e.g. 1:2:1 coaching bookings and your CFP case study assessment result (only if you provide it to us)


Your payment details of any transactions


What we learn about you from our contact with you


Any consents that you give us. This includes your contact preferences and the marketing communications you want to receive from us such as receiving our newsletter.

Why we collect this personal information:

To fulfill our contractual obligations to customers and/or members, you must provide us personal information:

  • To verify your identity.
  • To enable you to purchase services from us.

Failure to provide the required information may mean that we cannot fulfill this contract and may mean that you will not have access to our services.

Places we collect data from:

  • The information that you give us
  • The payments that you make to us
  • Third-parties in relation to our services that we provide
We may use personal information to:


  • Provide you with our services
  • Manage customer payments
  • Monitor examination performance
  • Enhance our services
  • Prove our pass rates to CISI for our Accredited Training Partner status (your name only)
  • Communicate with you

We will not share the information that you give us to anyone else.


Your rights under data protection laws:


As a data subject you have certain rights under data protection laws:

  • The right to be informed.
  • The right to request access to your personal information.
  • The right to have your personal information corrected.
  • The right to object to certain processing of your personal information
  • The right to restrict processing of your personal information.
  • The right to have your personal information erased.
  • The right to move, copy or transfer your personal information.
  • Rights in relation to automated decision-making

Please note that under certain circumstances your right to have your personal information erased may be limited.

Please keep us informed if your personal information changes during your relationship with us.


Questions, comments and requests regarding this privacy policy are welcomed and should be addressed to or through our contact form.

Making a complaint:

If for any reason you are not satisfied with our response, you can complain to the supervisory authority for data protection. In the UK this is:

Information Commissioner’s Office
Wycliffe House
Water Lane

T: 0303 123 1113


Our website uses plugins from YouTube, which is operated by Google. The operator of the pages is YouTube LLC, 901 Cherry Ave., San Bruno, CA 94066, USA.

If you visit one of our pages featuring a YouTube plugin, a connection to the YouTube servers is established. Here the YouTube server is informed about which of our pages you have visited.

If you’re logged in to your YouTube account, YouTube allows you to associate your browsing behavior directly with your personal profile. You can prevent this by logging out of your YouTube account.

YouTube is used to help make our website appealing. This constitutes a justified interest pursuant to Art. 6 (1) (f) DSGVO.

Further information about handling user data, can be found in the data protection declaration of YouTube under

Google Web Fonts

For uniform representation of fonts, this page uses web fonts provided by Google. When you open a page, your browser loads the required web fonts into your browser cache to display texts and fonts correctly.

For this purpose, your browser has to establish a direct connection to Google servers. Google thus becomes aware that our web page was accessed via your IP address. The use of Google Web fonts is done in the interest of a uniform and attractive presentation of our plugin. This constitutes a justified interest pursuant to Art. 6 (1) (f) DSGVO.

If your browser does not support web fonts, a standard font is used by your computer.

Further information about handling user data, can be found at and in Google’s privacy policy at