Using client portfolio data to train shared AI models requires:

Question

Accepted Answer

Legal basis/consent analysis, minimization, anonymization/aggregation where required, and transparent policies. — Client data for training needs legal basis, minimization, anonymization, transparent policies.

Answer

Assuming consent always.

Answer

Training on raw holdings in public models.

Answer

Ignoring mandates.

Using client portfolio data to train shared AI models requires:

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