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Special Report: Protecting client data

The recent hacking of the personal and financial details of 2.4 million Carphone Warehouse customers was a high profile reminder that we live in a world where so much of our personal information is held by organisations with which we trade – and just how vulnerable it can be to determined criminals.

Adviser firms hold considerable amounts of information and personal details on their clients, all of which is vulnerable to theft, misuse and loss.

Having a security strategy in place is essential and it must embrace every aspect of a firm’s data storage, no matter how or where it is kept – physically or electronically.

Often the chink in the security chain is human. Which is why criminals focus on phishing and email scams.

In this special report, we talk to a number of advisory firms about how they deal with data security and provide some take-aways from those conversations.

To read the Report online CLICK HERE or download the pdf below.

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