Kate Monckton

   

Session details

Session 10.5 – Data Security and Professional Obligations in a Digital World

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