News & Analysis as of

Customer Information

Shumaker, Loop & Kendrick, LLP

Client Alert: Regulation S-P Deadline: RIAs Must Finalize Incident Response Programs

The U.S. Securities and Exchange Commission's (SEC's) May 2024 amendments to Regulation S-P established concrete, near-term compliance deadlines for registered investment advisers (RIAs) to adopt, implement, and maintain...more

Kilpatrick

California federal court certifies customer-specific data breach litigation subclasses seeking nominal damages

Kilpatrick on

Recently, a California federal court certified customer-specific subclasses seeking nominal damages for a data breach under a “disclosure of private information” theory of harm. In re Accellion, Inc. Data Breach Litig., No....more

Orrick, Herrington & Sutcliffe LLP

FINRA censures payment provider with $375K fine

On October 1, FINRA censured a payment provider and fined it $375,000 after it accepted a Letter of Acceptance, Waiver, and Consent (AWC). FINRA alleged between October 2019 and March 2022 the payment provider failed to...more

Sheppard Mullin Richter & Hampton LLP

OCC Issues Bulletins on Customer Financial Record Protections and Politicized Debanking

On September 8, the OCC issued two bulletins addressing banks’ obligations under the Right to Financial Privacy Act and clarifying how the agency will evaluate “politicized or unlawful debanking” in licensing and Community...more

Fisher Phillips

New SEC Cybersecurity Compliance Deadlines are Coming: What 5 Things Should Covered Institutions Do to Prepare?

Fisher Phillips on

The SEC’s amended Regulation S-P, adopted last year, will soon enhance data privacy protections for broker-dealers, investment companies, registered investment advisors, and transfer agents. The updated rule requires these...more

HaystackID

AT&T Customer Data Resurfaces on Dark Web in Enhanced, Decrypted Format

HaystackID on

According to an AT&T spokesperson, this is not accurate. Social Security Numbers and Dates of Birth were already available in plain text in the original compromised dataset from 2024 (in separate files that could be...more

Ropes & Gray LLP

Dashing Through Cybersecurity Regulations in the Financial Services Sector in 2024

Ropes & Gray LLP on

Throughout 2024, financial sector regulators sharpened their focus on data protection and cybersecurity issues impacting financial institutions and the public. Key federal agencies like the Securities and Exchange Commission...more

A&O Shearman

New UK Government guidance on customer information sharing in the Economic Crime and Corporate Transparency Act 2023

A&O Shearman on

Quicker and easier sharing of customer information relating to economic crime concerns between firms in the UK financial sector has been encouraged by provisions in the Economic Crime and Corporate Transparency Act 2023...more

Hinch Newman LLP

FTC Drops the Hammer on Security Camera Firm Over Charges it Failed to Secure Videos and Personal Data, and that it Violated...

Hinch Newman LLP on

On August 30, 2024, the Federal Trade Commission announced that the Department of Justice filed a complaint upon notification and referral from the FTC against a surveillance camera company that allegedly failed to provide...more

K&L Gates LLP

Overview of the CFPB's Proposed Open Banking Rule and Final Industry Standard Setting Rule

K&L Gates LLP on

The financial services and banking industry landscape continues to evolve in the face of new and emerging technologies. This phenomenon is especially prevalent in the sharing of consumer data between financial institutions...more

Robinson+Cole Data Privacy + Security Insider

Update on Snowflake Cyber Threat

On June 2, 2024, cloud service provider Snowflake reported increased cyber threat activity targeting some of its customer’s accounts. Snowflake recommended that customers review unusual activity to detect and prevent...more

Alston & Bird

Data Breach Notification Requirements Under the Safeguards Rule Now in Effect

Alston & Bird on

For years, the Gramm-Leach-Bliley Act (GLBA) has required financial institutions to maintain reasonable safeguards for consumer data, but has only had limited breach-reporting requirements. To the extent financial...more

Eversheds Sutherland (US) LLP

Dual registrant regulatory roundup - June 2024

Welcome to the Regulatory Roundup. Each month, Eversheds Sutherland Investment Services attorneys review significant regulatory developments (including notable rulemakings and guidance from securities regulators) from the...more

Paul Hastings LLP

SEC Adopts Amendments To Regulation S-P

Paul Hastings LLP on

On May 15, 2024, the Securities and Exchange Commission (the “SEC”) adopted amendments to Regulation S-P. Originally passed in 2000, Regulation S-P regulates the treatment of non-public personal information of consumers by...more

Foley Hoag LLP - Security, Privacy and the...

SEC Revamps and Enhances Data Protections with Amendments to Regulation S-P

The Securities and Exchange Commission (“SEC”) has announced the adoption of amendments to Regulation S-P (“Amendments”) to modernize and enhance the rules that govern the treatment of consumers’ nonpublic personal...more

A&O Shearman

SEC adopts amendments to Regulation S-P to address risks associated with the expanded use of technology

A&O Shearman on

On May 16, 2024, the U.S. Securities and Exchange Commission (“SEC”) adopted amendments to Regulation S-P (“Reg S-P”) that are intended to help protect investors’ privacy from the “expanded use of technology and corresponding...more

Davis Wright Tremaine LLP

SEC Adopts Amendments to Regulation S-P That Require Reporting Breaches of "Sensitive Customer Information"

On May 15, the Securities and Exchange Commission adopted amendments to Regulation S-P, which covers broker-dealers, registered investment advisors (RIAs), and investment companies (funds). These entities are now required to...more

Proskauer Rose LLP

SEC Adopts Rule Amendments to Regulation S-P to Enhance Protection of Customer Information

Proskauer Rose LLP on

On May 16, 2024, the U.S. Securities and Exchange Commission (“SEC”) announced the adoption of amendments to Regulation S-P that were proposed last year (“Final Amendments”).[1] The Final Amendments impose enhanced...more

BCLP

SEC and FinCEN Propose Rules to Impose Customer Identification Program Obligations on Certain Investment Advisers

BCLP on

On May 13, 2024, the Securities and Exchange Commission (SEC) and the U.S. Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN) proposed rules (CIP Rules) that would impose customer identification...more

Akin Gump Strauss Hauer & Feld LLP

New Privacy and Cybersecurity Obligations for Private Fund Sponsors and Managers

Last week, the Securities and Exchange Commission imposed expanded privacy and cybersecurity obligations on fund managers and sponsors registered with the SEC as investment advisers. While many registered investment advisers...more

Fisher Phillips

The 10 Things Employers Need to Know About Sweeping New Federal Data Privacy Law Proposal

Fisher Phillips on

A bipartisan group of federal lawmakers just unveiled a sweeping proposal to pass the nation’s first data privacy law and hand a significant amount of power to consumers, one that would bring about a massive change in the way...more

Akin Gump Strauss Hauer & Feld LLP

FTC Requires Non-Banking Financial Institutions to Report Data Security Breaches

Beginning May 11, 2024, non-banking financial institutions regulated by the Federal Trade Commission (FTC) will be required to submit notifications of data breaches or other security events that impact 500+ consumers. The FTC...more

Ankura

The Evolution of KYC: Exploring Perpetual Know Your Customer (PKYC)

Ankura on

Know Your Customer (KYC) is a fundamental process used by Financial Institutions (FIs) to verify the identities of their customers and assess the associated financial crime risk. Its primary goal is to prevent money...more

UB Greensfelder LLP

[Webinar] FINRA Expungement: A Rundown of Recent Amendments Regarding Expunging Customer Dispute Information - December 14th,...

UB Greensfelder LLP on

Join Michael J. Charlillo as he discusses FINRA's latest expungement process enhancements. He will explore process changes implemented when requesting and obtaining expungement of customer dispute information. Michael will...more

Davis Wright Tremaine LLP

FTC Adds Data Breach Notification Requirement to Safeguards Rule

The Federal Trade Commission (FTC or Commission) has amended its Standards for Safeguarding Customer Information, commonly known as the "Safeguards Rule," to require non-bank financial institutions to report certain data...more

148 Results
 / 
View per page
Page: of 6

"My best business intelligence, in one easy email…"

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra:
*By using the service, you signify your acceptance of JD Supra's Privacy Policy.
- hide
- hide