8.04: DATA
Both systems have options to import and export client data.
Under data protection regulations, both Eligible and Dashy act as the data processor, although for the latter this function is shared with the adviser if the customer chooses to activate their account.
Figure 8.10: Data ownership and portability policies
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This data was collated in January 2021. Trek Publishing Limited accepts no liability for loss or damage to material submitted for publication.
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