This Legitimate Interests Guidance is a practical tool aimed at helping commercial and not-for-profit organisations to assess whether or not they can rely on Legitimate Interests as a lawful basis for processing personal data under GDPR.

The Guidance was made possible by contributions from Bristows LLP, the Direct Marketing Association, ISBA, the IAB, the Institute of Fundrasing, the IPA, Balfour Beatty, Driftrock, Epsilon, Harte Hanks, Member 360 and other representatives of some of the largest companies and institutions in the UK. Opt-4 associates played an integral part contributing to and writing this guidance.

This updated version of the guidance, published in April 2018, includes several case studies and an example of a Legitimate Interests Assessment (LIA). There are also some new short examples and an enhanced LIA template. (The main body of the guidance has not been significantly changed since version 1.0 published in July 2017).

The Guidance covers:

  • Understanding what Legitimate Interests are.
  • Identifying areas of processing where Legitimate Interests may apply.
  • The Legitimate Interests Assessment (LIA) – the 3 stage test.
  • Transparency and the consumer.

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