GDPR; Deleting Clients
Compliance requires that brokers delete clients information six years after current business is cancelled and the client ceses to be a customer. To accomodate this requirement there is now a field in the policy screens to record the date a policy is cancelled. This requires to be manually updated. Additionally in the "Advanced Search" area for policies there is now a facility to search for products cancelled within specific time frames.
Any queries please contact support@moneyadvice.ie.
