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Is a Mobile Device Policy Needed for Los Angeles Investment Advisors? Courtesy of FPA Technology Services, Inc. http:// www.TechGuideforLAInvestmentAdvisors.com

Is a Mobile Device Policy Needed for Los Angeles Investment Advisors? (SlideShare)

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Page 1: Is a Mobile Device Policy Needed for Los Angeles Investment Advisors? (SlideShare)

Is a Mobile Device Policy Needed

for Los Angeles Investment Advisors?

Courtesy of FPA Technology Services, Inc.

http://www.TechGuideforLAInvestmentAdvisors.com

Page 2: Is a Mobile Device Policy Needed for Los Angeles Investment Advisors? (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Acceptable Use policies are

used to state what employees

may and may not do with

a company issued mobile

device, ensuring that the data

remains secure and protected

Page 3: Is a Mobile Device Policy Needed for Los Angeles Investment Advisors? (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Consumerization Policy

Page 4: Is a Mobile Device Policy Needed for Los Angeles Investment Advisors? (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

A Consumerization policy

itemizes and explains

approved practices for the use

of consumer technologies and

devices when accessing the

investment firm’s information

systems and data

Page 5: Is a Mobile Device Policy Needed for Los Angeles Investment Advisors? (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

BYOD Policy

Page 6: Is a Mobile Device Policy Needed for Los Angeles Investment Advisors? (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

BYOD policies clarify

the level of support a firm’s

IT department will offer

for employeeowned

mobile devices

Page 7: Is a Mobile Device Policy Needed for Los Angeles Investment Advisors? (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Acceptable Use Policy

Page 8: Is a Mobile Device Policy Needed for Los Angeles Investment Advisors? (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Acceptable Use policies

contain conditions that users

must agree to if they want to

access the Internet or a

network using a mobile device

Page 9: Is a Mobile Device Policy Needed for Los Angeles Investment Advisors? (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

End User Policy

Page 10: Is a Mobile Device Policy Needed for Los Angeles Investment Advisors? (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

An End User policy is an

umbrella document containing

any directives that apply

to end users

Page 11: Is a Mobile Device Policy Needed for Los Angeles Investment Advisors? (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Corporate Mobility Policy

Page 12: Is a Mobile Device Policy Needed for Los Angeles Investment Advisors? (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Corporate Mobility policies

are intended to protect the

firm and client data from

outside interception or

surveillance and ensure

that the firm complies with

regulatory guidelines

Page 13: Is a Mobile Device Policy Needed for Los Angeles Investment Advisors? (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Bottom Line

Page 14: Is a Mobile Device Policy Needed for Los Angeles Investment Advisors? (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

But there are key issues

that each company needs

to take into account when

writing and implementing

these policies such

as which apps may or may not

be used on a personal device,

Page 15: Is a Mobile Device Policy Needed for Los Angeles Investment Advisors? (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

how employees should protect

their devices, and what steps

are to be taken when an

employee loses their device or

takes a job elsewhere

Page 16: Is a Mobile Device Policy Needed for Los Angeles Investment Advisors? (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Does your company have

mobile device policy?

Page 17: Is a Mobile Device Policy Needed for Los Angeles Investment Advisors? (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

How does it apply to

Employee-owned devices

in particular?

Page 18: Is a Mobile Device Policy Needed for Los Angeles Investment Advisors? (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Let us know your thoughts

in the Comments box below

Page 19: Is a Mobile Device Policy Needed for Los Angeles Investment Advisors? (SlideShare)

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