As busy professional advisors, we are constantly seeking more efficient ways of operating. Technology provides many innovative and time-saving tools, but it is important to ensure the products used do not inadvertently result in breaches of professional obligations.
This session will consider:
• Protection of client data, particularly when using cloud-based products
• Obligations and potential exposures in relation to client TFNs
• Remote access tools and data security
• Password policies and multi-factor authentication,and
• Virtual meeting software and potential vulnerabilities.
Speakers: Annalie Mitchelson, Deloitte, Kate Monckton, Deloitte