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Security & Confidentiality

Protecting client data across every engagement.

  • Only access what you need, keep systems locked, and follow client security rules.

  • Client details, pricing, customer data and internal documents are all confidential.

  • Use strong, unique passwords and never share them.

  • Always keep multi-factor authentication switched on.

  • Keep client data inside approved client systems only.

  • Share files only through approved tools and with authorised people.

  • Don't store client files on personal devices unless explicitly approved.

  • Don't screenshot or record client information without permission.

  • Avoid public Wi-Fi for work. If you must, use an approved secure connection.

  • Be cautious with unexpected links, attachments or urgent money requests.

  • Don't click, report it to your client and support lead.

  • Report anything unusual immediately. Fast reporting limits damage.