PoPI Gap Analysis
Each of us has to play our part in ensuring that the personal information of our clients is safe and secure. Financial planning businesses are built on trust and to violate this in any way is simply not acceptable. Take a few minutes to complete our POPI analysis. It will provide you with a report that highlights your status in terms of protecting your clients’ information.
From there, you can discuss your results with your business or practice consultant.
You will receive 1 CPD point (Ethics and Practice Standards) on completion of the gap analysis.
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