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 considers:
- 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.