GDPR and financial advice: Putting the right processes in place
Ramifications for advice firms
Rob Walton: "Taking the time to understand the nuances is hugely important and paints a much clearer picture of what firms need to do."
Rounding off his series of articles based on the latest meeting of the Intelliflo GDPR Working Group on the ramifications of the GDPR for financial advice firms, Rob Walton underlines the importance of process
The key point to processing personal data on individuals is it must be justifiable to do so. There have to be internal processes in place - part of GDPR's central tenet of ‘privacy by design' - to justify...
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