Christine M.
Farquhar
Managing Director Compliance
JPMORGAN PRIVATE CLIENT SERVICES
Columbus, Ohio
Respecting and protecting client privacy has been vital to our
businesses since their inception. Privacy Policies and Notices describe
how Financial Service Companies keep client information private and
secure and use it to serve their clients. What should your Privacy
Policy include? How should you protect the privacy of your
client’s information? What physical, electronic and procedural controls
can help you comply with or exceed federal standards? What about agents
and contractors? What are best practices to handle privacy breaches?
Attendees will learn these answers.
