AlbertaNK
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- Username
- AlbertaNK
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Comments
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Hey, I have been an outsourced Paraplanner for 7 years now and mainly paraplanned for True Potential advisers. I moved abroad last summer and my access to the platform was restricted. They have been tightening their policies and do not want advisers…
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@richallum hi Richard, can you please add me in too? Thanks
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Thanks Richard.
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> @richallum said: > @AlbertaNK make sure your data security policy is water tight whichever option you go with. What will you suggest?
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Thanks Andy. I use a Mac and already have the Microsoft suite and whatever PC security Apple offers. I am the only user so that should be ok right? I guess I was more interested in email security and document sharing with clients and space of …
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Yes space. That 365 offers unlimited and G E 50GB and I thought with time it may become small.
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> @richallum said: > We have both but went all in on G. Love it. Thanks Richard
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Perfect! Thanks guys.
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Hi Jona, how long would you wait before contacting them again? Thanks
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Thanks Sue and Aaron. It is a little bit confusing at the moment to be honest. Initially they said we should contact them on three separate occasions using a different medium where possible and if there was still no contact made, we should audit the…
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It is the firm I am working with.