Privacy Policy

Information we collect

We only gather the contact details and authentication credentials required to provide secure access to the client portal and fulfill active engagement obligations.

How we use your data

Your information enables us to:

• Verify your identity during sign-in and account recovery
• Notify you about documents, approvals, and engagement milestones
• Maintain compliant audit trails for regulatory requirements

Protection measures

Access to the portal is protected by transport encryption, device-level hardening, and continuous monitoring. Administrative access is restricted to cleared personnel only.

Sharing and disclosure

We do not sell or broker personal data. Information is shared only with contracted service providers under confidentiality agreements to deliver our services.

Cookie usage

Essential session cookies maintain your authenticated state. They are ephemeral and are deleted automatically when you sign out or the session expires.

Your choices

You may request access, correction, or deletion of your data by contacting our security operations team. We respond to verified requests within two business days.

Policy updates

We review this policy annually and when regulations change. Material updates will be communicated to active clients through the portal and email summaries.