GDPR and the financial advice industry: Intelliflo Working Group
second 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 with 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 hosted the second Working Group and have produced this paper to share with the iO community. It is open to consultation and feedback from the wider community, details of how to submit your feedback are contained within. This paper focusses on:

  • Grounds for lawful processing and data retention policies in financial advice firms
  • Subject access requests
  • Breach notification
  • GDPR related iO product changes

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

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