With GDPR kicking in this Friday, 25 May, Marcus Hearn offers a last-minute checklist of the areas financial advisers really ought to have covered to ensure full compliance with the new regime
This Friday - 25 May 2018 - sees the deadline for compliance with the General Data Protection Regulation, better known as ‘GDPR'. More than two years on since the legislation was approved, the transition period and time for implementation will end. It is therefore essential all businesses make sure they are fully compliant - and, for financial advisers who deal with high levels of personal data, it is especially important. What follows, then, is intended as a handy checklist of what you should...
And the removal of guaranteed insurability options
More transparency around non-standard terms
By the end of 2019
He spent four years at SLA