Cybersecurity Package
For $250 you receive our Cybersecurity and Identity Theft Best Practices Checklist and our webinar, Cybersecurity for Investment Advisers. Included with Gold and Platinum Packages.
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Product Description
For $250 you receive our Cybersecurity and Identity Theft Best Practices Checklist and access to our webinar, Cybersecurity for Investment Advisers. RIA Compliance Consultants compiled this checklist of over 100 Cybersecurity and Identity Theft practices that investment advisers can discuss with their IT staff or cybersecurity consultants. If you are a member of either our Silver or Gold compliance programs, contact us and we will send you this checklist for free. In our webinar, Cybersecurity for Investment Advisers, our consultants discuss the increasing regulatory focus on investment advisers developing, maintaining, monitoring and testing written information security programs designed to protect clients’ assets and confidential client information.
This sample form should be considered as a starting point; the investment adviser firm will need to customize this sample form to its business model and policies and procedures.
This sample document is delivered via the purchaser’s online subscription account with RIA Compliance Consultants. If the purchaser does not have an online subscription account, after the purchase, the purchaser will receive a follow-up email directing the purchaser to establish online subscription account. This step will need to be completed before our systems can deliver the sample document.
Included with Gold and Platinum Packages.