Wednesday 28 February 2024
Client Lists, Databases and Confidential Information: Protecting Your Most Vital Assets
Client lists, databases and other confidential information are incredibly valuable, and financial advisory firms can find themselves in a challenging situation when their staff depart while attempting to take client and contact details and other confidential information with them. After investing significant time, effort, and resources in cultivating relationships to build a sustainable client base, it’s imperative that firms take all reasonable measures available to safeguard the confidentiality of client lists and databases, ensuring they remain out of a competitor’s reach. To protect a firm’s most critical asset, essential for its continued success, senior financial advisors should follow specific steps and procedures to maintain client relationships, uphold confidentiality and prevent misappropriation.
During this seminar, Helene and Joe will cover:
- Ownership of client lists, databases and other confidential information.
- Legal steps and procedures that should be implemented, including:
- validly enforceable employment restraints
- robust confidentiality clauses; and
- other commercial arrangements.
- Legal options available to firms when an advisor departs.
Don’t miss this invaluable opportunity to learn about the reasonable measures you can take to secure your confidential information and safeguard your firm’s interests.
Date:
Wednesday, 13 March 2024
1:00pm - 2:00pm
RSVP
Please register via the contact details below by Thursday, 7 March 2024
e: events@dwft.au
p: 8124 1811
Venue:
DW Fox Tucker Lawyers L14, 96-100 King William Street, Adelaide SA 5000
Cost:
No charge - event provided compliments of DW Fox Tucker Lawyers
Lunch will be provided
Your Presenters:
Joe De Ruvo, Managing Director
DW Fox Tucker Lawyers
Joe heads our Dispute Resolution & Insolvency team. He has built a powerful reputation over the last 30 years for managing large and complex matters, many of which have been successfully resolved through alternative dispute resolution. He can help you with banking and finance disputes, trust disputes, estate disputes, and contractual disputes.
Helene Chryssidis, Director
DW Fox Tucker Lawyers
If you’re dealing with a dispute or looking down the barrel of insolvency, you need the reassurance of partnering with a well-respected, successful lawyer. Helene brings her love for all things business and years of courtroom and dispute resolution experience to secure the best and most practical outcomes for her clients.
Link to register: