GDPR and the financial advice industry: Intelliflo Working Group
third 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 third 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 focuses on:

  • Consent and the many variants thereof
  • Connected individuals
  • Privacy notices
  • A granular examination of Articles 13 and 14 of the GDPR

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

GDPR 3rd consultation paper

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