Online security

We take client confidentiality and data protection seriously. We've developed our systems so you can use them safely, knowing that the content and any documents are transferred to us securely.

 

  • When supplying supporting documentation, please use our secure document upload facility
  • Ensure all emails you send us containing customer details are sent using the send secure service
  • To keep your introducer login details secure, we advise that you don't write them down, email, pass them on to anyone else or divulge them in full when communicating with us
  • It's best not to leave your computer unattended whilst logged in to the secure area so always make sure you log out by clicking on the 'logout' button
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