When it comes to choosing the right third-party vendors to do business with, making sure they have proper safeguards in place to protect sensitive information about your firm and your clients is a top priority.
Our step-by-step worksheet helps you gather the information you need to fully vet an outside vendor—so you can make an educated decision about the best fit for you and your clients. It includes specific questions for evaluating a vendor’s practices in the areas of:
- Security policy
- Physical security
- Data security
- Systems security
- Network security
- Staff security
- Privacy/Confidentiality of data
