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  2023

Data security and professional obligations in a digital world

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As busy professional advisors, we are constantly seeking more efficient ways of operating. Technology provides many innovative and time-saving tools, but it is important to ensure the products used do not inadvertently result in breaches of professional obligations. This session considers:

  • Protection of client data, particularly when using cloud-based products
  • Obligations and potential exposures in relation to client TFNs
  • Remote access tools and data security
  • Password policies and multi-factor authentication; and
  • Virtual meeting software and potential vulnerabilities.

Individual Session

Author(s): Annalie Mitchelson , Lucy Liu
Materials from this session:

Details

  • Took place at:The Westin Perth

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("TTI")

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2023

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