Information Security – Getting IFAs Ahead of the Game!

Presented by

Michelle Hoskin, Business Development Director, Standards International Ltd

About this talk

You should never underestimate the value of the information that you are responsible for protecting and although we don’t think it, our client and business information is an asset like any other therefore it is essential that we all put the protocols and processes in place to safely and securely collect it, use it, store it and destroy it! Failure to appreciate the importance and relevance of this will result in you being a prime target for computer-assisted fraud, espionage and computer hacking. Financial planners remain constantly under threat from many sources. These can be internal, external, accidental, or malicious and with the increased use of new technology to store, transmit, and retrieve information, we are all open to increased numbers and types of threats. A simple unintentional act of negligence could set your firm back with a hefty fine, not to mention the reputational damage a business could incur. Simple steps can be taken to protect information from a wide range of threats in order to ensure business continuity, minimise business risk, and maximise return on investments and business opportunities. This presentation will hear from Michelle Hoskin as she shares the 14 point check plan on how you can meet your information security obligations whilst keeping a tighter ship for the benefit of the business and the clients.

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Led by Best Practice industry expert Michelle Hoskin, Standards International will be posting a variety of webcasts and video explaining how you can raise your business standards to distinguish you and your organisation from the competition.