We take data protection seriously and operate in full compliance with UK and EU GDPR requirements.
Data Security and Compliance
Access Controls
- Partner-level access only (we do not ask for login credentials)
- Role-based permissions limited to what is necessary
- Secure password management using enterprise tools
Data Processing
Where we process personal data on your behalf, our contracts include a Data Processing Agreement (DPA) that covers:
- Lawful basis for processing
- Data subject rights
- Security measures
- Breach notification procedures
Confidentiality
All client information is treated as confidential. We do not share your data, strategies, or performance information with anyone without your explicit consent.