Helping IFAs become GDPR compliant

For those that deal with financial information, the consequences of non-compliance with GDPR are huge – but help is at hand. Developed with small businesses in mind, our secure online platform makes it easy for financial advisers (IFAs) and financial planners to become and remain GDPR compliant. We show you what you need to do, and give you all the tools and information you need, to protect the personal data you hold and keep your customers' confidence and your professional reputation intact.


Your GDPR questions answered

Astrid and our IFA compliance partner Compliance and Training Solutions Ltd (CATS) recently held a webinar to address the questions financial advisors have around compliance with the General Data Protection Regulation (GDPR).

Our host, Chartered Financial Planner and CATS Director Mel Holman, put financial advisers’ questions to Astrid’s Managing Director and trained GDPR practitioner, Gerrard Fisher. If you are interested in what they had to say, it’s not too late, you can still register to access the webinar.

20% off Astrid for limited time only

Register for Astrid before 10th October 2018 and receive 20% of your first year subscription with discount code:



"Your information pack has helped us very much already, to get a good grasp, a) in terms of an overview, and b) as a template for thinking about all the different aspects of GDPR and recording our thoughts/actions."
Douglas McIntyre, Director, Loch Fyne Financial Management

"Your Astrid system and supporting documentation is exactly what I need. I found it really helpful and easy to follow. I have no doubt that we will be fully GDPR compliant when we have worked through it."
Alan Moran, Interface Financial Planning Limited

Quick Links

Helping IFAs become GDPR compliant

One IFAs journey to GDPR compliance

We talk to Alan Moran, Interface Financial Planning, about his journey towards GDPR compliance…
Helping IFAs become GDPR compliant

How to deal with a subject access request from a third party

An IFA client of Astrid’s recently received a subject access request from a financial claims firm. We look at what happened next…
Helping IFAs become GDPR compliant

How long are we allowed to keep past client information under GDPR?

We look at what impact GDPR has on keeping past client information…

See how Astrid can help you become and remain GDPR compliant