Protect your data subjects by knowing the impact data protection has on you as a financial planner.

As a financial planner, you process a lot of personal information when gathering your client’s information and providing services to them. Data protection can be a complex field to navigate by yourself and the risks of failing to protect personal information adequately are high.

What laws apply to your processing?

Relevant data protection laws that apply to your processing activities as an organisation in the financial services industry:

  • the GDPR in the EU,
  • CCPA in the US state of California, and
  • POPIA in South Africa.

Will joining this lens help me to comply?

Yes. This lens will help you process personal data lawfully and create a culture of data protection in your business. Use your resources along with our expert guidance to protect personal information. Transfer skills to the relevant people in your organisation and empower them to protect personal information in your organisation.

Who should join data protection for financial planner?

Our data protection for financial planners lens is worth joining for:

  • Financial managers (advisors or planners)
  • Investors
  • Asset managers

There are many names for financial planners, and we have just listed a few.

What are the outcomes?

  • Raise your awareness by learning about the data protection laws that apply to you and your business.
  • Protect your clients from harm by protecting their personal information that your organisation processes.
  • Reduce the risks of non-compliance (like damage to your brand) by focusing your efforts.
  • Reduce your overall costs by doing it yourself with our assistance.

The lens condenses our core data protection programme into a thorough, yet manageable size for people who work as financial planners. We provide you with links to useful resources, actions for you to take, and an introductory video for you to watch. To help you achieve the outcomes we also provide tools like templates, checklists and links to fast-track your compliance efforts.

About the facilitator

David Luyt
David Luyt

David believes that less is more when it comes to the law. He works as an information lawyer because he enjoys simplifying complex ideas into practical insights. He is uniquely positioned for any organisation acting as a processor seeking a privacy specialist to ensure compliance peace of mind. He has formalised his experience by obtaining his CIPP/E from the IAPP.

Why Michalsons?

  • We believe in using the law as a tool to prevent harm from coming to people.
  • We have significant practical experience dealing with data protection law.
  • We cover only those areas of data protection law that are most relevant to you, saving you time and money.
  • We provide insight and simplify the issues, empowering you to work through the obligations yourself.

How long does it take to work through the lens?

You can work through this lens at your own pace and go as fast or slow as you like. Depending on the data protection processes you already have in place, it could take you a few hours or a few weeks to work through this lens.

Price

You get access to this lens when you join one of the Data Protection for small, medium or large organisations programmes.

A lens is a complimentary programme that you get access to by joining the data protection programme. It contextualises data protection for a particular audience, such as community schemes, non-profits, or schools.

These lenses serve as an additional guide as you work through the core programme.

100% Money Back Guarantee

We will refund you if you do not think you received value.

Tackle your compliance challenges now by clicking on “Join”.

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