Protecting Client Data

November 22nd 2022 | Categories: Financial Planning |

Broadly speaking, the threat of a data breach is not new. Since businesses and their clients have been sharing personal information with each other through the normal course of working together, we have been exposed to risk. In many ways, while it exposes new threats, technology has reduced risk in this area.

At Invest Blue, we partner with leaders in technology and data protection to ensure our processes, systems and tools remain as secure as is possible, and that we maintain a current vigilance in our approach to managing this risk.

Our approach to staying on top of this risk is outlined below.

While no company is 100% guaranteed safe from these risks, we invest in the security and protection of data heavily, keep best-practice awareness alive as part of our daily operations and work with great partners who are at the forefront of defence. We appreciate the responsibility we have when looking after our client’s personal information and we take that on with immense respect.

 

Speak with one of our trusted and accredited financial advisers today 

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What you need to know

This information is provided by Invest Blue Pty Ltd (ABN 91 100 874 744). The information contained in this article is of general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regards to those matters and seek personal financial, tax and/or legal advice prior to acting on this information. Read our Financial Services Guide for information about our services, including the fees and other benefits that AMP companies and their representatives may receive in relations to products and services provided to you.