GDPR and the financial advice industry: Intelliflo working group
first consultation paper

We have established a GDPR Working Group with a number of Intelligent Office (iO) users. The purpose is to discuss the ramifications of GDPR for financial advice firms, with the aim of sharing and promoting the key challenges faced, and the key solutions found, by the industry in response to the regulation.

We have hosted the first meeting of the Working Group and have produced this paper to share with the wider iO community. The consultation is open to you as an iO user to provide feedback, comment and discuss. The consultation provides clarity and understanding of the implications and procedures around the following areas of GDPR:

  • Lawful processing, right to erasure, right to restrict processing
  • Data accuracy
  • Data subject consent
  • Data portability
  • Accountability and governance
  • Reporting breaches

Download the paper to get involved in the discussion and enable your business to understand the challenges and solutions around GDPR. 

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