Intelliflo - Online adviser software

GDPR - Are you ready?

The General Data Protection Regulation (GDPR) will have huge ramifications for the financial advisory industry and we have put together a suite of content to help financial advice firms up to and beyond the deadline for compliance, 25 May 2018.


On 25 May 2018, GDPR will come into force following a two year grandfathering period.

It is designed to deliver a better framework for the rights of individuals as to how their data is handled and processed. What does that mean for financial advisory firms in the UK? It fundamentally changes how UK financial advisers can process and handle client and prospect data, from how the data is stored, what data sets are stored and how communication can be made.

The good news is Intelliflo has put together a series of GDPR related content specifically for the financial services industry. We will be updating this page up to and post-GDPR, so do bookmark this page and come back for more blogs, white papers and videos.

If you have any questions relating to your business and GDPR, please do feel free to contact your account manager, or give us a call to find out how Intelligent Office (iO) can help.

Intelliflo’s GDPR Working Group

Intelliflo has established a Working Group, comprised of legal and security experts alongside some of our clients, to establish a clear understanding and path forward for the UK financial advice industry in dealing with the challenges posed by GDPR. Here you can see the output of the Working Group and discover what your industry peers are doing to comply with the regulation.