Threesixty template aims to help IFAs tackle fraudsters

The policy is aimed specifically at small to medium sized IFAs and provides a basic overview of what security measures they need to take to protect both electronic data and paper records. Phil Young, partner at threesixty, said: "Security has become an increasingly important issue this year because the Financial Services Authority is putting it higher on the priority list and every IFA needs to have appropriate measures in place. Many IFAs do have some security to a greater or lesser extent but this template policy provides them with a checklist of additional items they might consider, a...